Pines Wealth Management, LLC

Position in D — Dominion Energy, Inc

CIK 2037426 SOUTHERN PINES, NC

Position in D

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

Position Value

$262,506

-$92,588 QoQ

Shares Held

3,844

-33.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,086

of 1,537 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Pines Wealth Management, LLC holds $3,699,559 across 4 Utilities - Regulated Electric names. D ranks #4 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	20,579	$1,806,218
2	DUK	Duke Energy CORP	9,409	$1,190,991
3	AEP	American Electric Power Co Inc	3,215	$439,844
4	D	Dominion Energy, Inc This page	3,844	$262,506

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$262,506	3,844	-33.1%	Shares	Sole	2026-07-22
2026-03-31	$355,094	5,744	+19.3%	Shares	Sole	2026-04-08
2025-12-31	$282,052	4,814	+4.8%	Shares	Sole	2026-02-02
2025-09-30	$280,953	4,593	+16.1%	Shares	Sole	2025-11-03
2025-06-30	$223,593	3,956	—	Shares	Sole	2025-07-09
No filing history on record for this holder in this stock.