Concord Asset Management, LLC/VA

Position in D — Dominion Energy, Inc

CIK 2031885 ABINGDON, VA

Position in D

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,616,356

+$145,597 QoQ

Shares Held

23,669

-0.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#493

of 1,533 holders

Holding Since

Dec 2023

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Concord Asset Management, LLC/VA holds $10,430,970 across 5 Utilities - Regulated Electric names. D ranks #3 (15.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	61,178	$5,369,593
2	DUK	Duke Energy CORP	13,080	$1,655,666
3	D	Dominion Energy, Inc This page	23,669	$1,616,356
4	SO	Southern Co	16,062	$1,537,294
5	XEL	Xcel Energy Inc	3,139	$252,061

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,616,356	23,669	-0.5%	Shares	Sole	2026-07-27
2026-03-31	$1,470,759	23,791	+11.9%	Shares	Sole	2026-05-01
2025-12-31	$1,245,799	21,263	+1.3%	Shares	Sole	2026-01-29
2025-09-30	$1,283,713	20,986	+2.6%	Shares	Sole	2025-11-05
2025-06-30	$1,155,551	20,445	+36.6%	Shares	Sole	2025-07-25
2025-03-31	$839,143	14,966	+130.4%	Shares	Sole	2025-05-02
2024-12-31	$349,928	6,497	+57.5%	Shares	Sole	2025-01-24
2024-09-30	$238,325	4,124	-8.0%	Shares	Sole	2024-11-07
2023-12-31	$210,701	4,483	—	Shares	Sole	2024-11-07
No filing history on record for this holder in this stock.