Skip to main content

WealthPoint Financial, LLC

Position in D — Dominion Energy, Inc

CIK 2040860 CRAMERTON, NC

Position in D

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$272,067
+$46,115 QoQ
Shares Held
3,984
+9.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#1,064
of 1,537 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in D Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

WealthPoint Financial, LLC holds $1,389,099 across 3 Utilities - Regulated Electric names. D ranks #3 (19.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 D
Dominion Energy, Inc
This page
3,984 $272,067

All Filings in D

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $272,067 3,984
2026-03-31 $225,952 3,655
2025-12-31 $214,146 3,655