Meridian Financial Advisors, LLC

Position in D — Dominion Energy, Inc

CIK 2032629 HOLLISTON, MA

Position in D

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$323,353

+$32,923 QoQ

Shares Held

4,735

+0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.92%

of 13F equity value

Holder Rank

#998

of 1,537 holders

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Meridian Financial Advisors, LLC holds $1,536,081 across 5 Utilities - Regulated Electric names. D ranks #2 (21.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	4,227	$404,566
2	D	Dominion Energy, Inc This page	4,735	$323,353
3	AEP	American Electric Power Co Inc	2,189	$299,477
4	NEE	Nextera Energy Inc	3,044	$267,171
5	DUK	Duke Energy CORP	1,908	$241,514

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$323,353	4,735	+0.8%	Shares	Sole	2026-07-22
2026-03-31	$290,430	4,698	+0.9%	Shares	Sole	2026-04-21
2025-12-31	$272,795	4,656	+0.8%	Shares	Sole	2026-01-23
2025-09-30	$282,483	4,618	+0.8%	Shares	Sole	2025-10-20
2025-06-30	$259,031	4,583	-3.5%	Shares	Sole	2025-07-16
2025-03-31	$266,164	4,747	+0.8%	Shares	Sole	2025-04-25
2024-12-31	$253,572	4,708	+0.8%	Shares	Sole	2025-01-15
2024-09-30	$269,879	4,670	+3.0%	Shares	Sole	2024-10-15
2024-06-30	$222,215	4,535	+3.0%	Shares	Sole	2024-08-13
2024-03-31	$216,681	4,405	-3.7%	Shares	Sole	2024-08-13
2023-12-31	$214,978	4,574	+10.4%	Shares	Sole	2024-08-13
2023-06-30	$214,565	4,143	—	Shares	Sole	2024-08-13
No filing history on record for this holder in this stock.