Three Magnolias Financial Advisors, LLC
Position in D — Dominion Energy, Inc
CIK 2056795
WINSTON-SALEM, NC
Position in D
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$497,151
+$47,102 QoQ
Shares Held
7,280
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#846
of 1,537 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Three Magnolias Financial Advisors, LLC holds $1,869,871 across 3 Utilities - Regulated Electric names. D ranks #2 (26.6% of the industry book) .
All Filings in D
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $497,151 | 7,280 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $450,049 | 7,280 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $426,535 | 7,280 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $405,495 | 6,629 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $374,671 | 6,629 | Shares | Sole | 2025-10-21 | |
| 2025-03-31 | $371,688 | 6,629 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $249,317 | 4,629 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||