Caldwell Trust Co

Bank

Position in D — Dominion Energy, Inc

CIK 2080218 Venice, FL

Position in D

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$799,402

-$128,578 QoQ

Shares Held

11,706

-22.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#689

of 1,535 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Caldwell Trust Co holds $30,643,664 across 25 Utilities - Regulated Electric names. D ranks #6 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	173,793	$15,253,811
2	DUK	Duke Energy CORP	32,348	$4,094,609
3	SO	Southern Co	31,311	$2,996,775
4	ED	Consolidated Edison Inc	24,035	$2,658,992
5	WEC	Wec Energy Group, Inc.	17,931	$2,093,802
6	D	Dominion Energy, Inc This page	11,706	$799,402
7	EXC	Exelon Corp	14,800	$689,976
8	PEG	Public Service Enterprise Group Inc	6,678	$541,986

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$799,402	11,706	-22.0%	Shares	Sole	2026-08-03
2026-03-31	$927,980	15,011	0.0%	Shares	Sole	2026-04-22
2025-12-31	$879,494	15,011	0.0%	Shares	Sole	2026-01-30
2025-09-30	$918,222	15,011	+30.3%	Shares	Sole	2025-10-23
2025-06-30	$651,223	11,522	0.0%	Shares	Sole	2025-09-22
2025-03-31	$646,038	11,522	0.0%	Shares	Sole	2025-09-23
2024-12-31	$620,574	11,522	0.0%	Shares	Sole	2025-09-24
2024-09-30	$665,856	11,522	0.0%	Shares	Sole	2025-09-24
2024-06-30	$564,578	11,522	0.0%	Shares	Sole	2025-09-24
2024-03-31	$566,767	11,522	-13.3%	Shares	Sole	2025-09-24
2023-12-31	$624,865	13,295	-9.0%	Shares	Sole	2025-10-01
2023-09-30	$652,852	14,615	-14.2%	Shares	Sole	2025-10-01
2023-06-30	$882,087	17,032	0.0%	Shares	Sole	2025-10-01
2023-03-31	$952,259	17,032	0.0%	Shares	Sole	2025-10-01
2022-12-31	$1,044,402	17,032	+2.9%	Shares	Sole	2025-10-01
2022-09-30	$1,143,977	16,553	-0.8%	Shares	Sole	2025-10-01
2022-06-30	$1,332,268	16,693	-0.7%	Shares	Sole	2025-10-02
2022-03-31	$1,428,685	16,814	-2.7%	Shares	Sole	2025-10-02
2021-12-31	$1,357,752	17,283	+8.9%	Shares	Sole	2025-10-02
2021-09-30	$1,158,608	15,867	-11.4%	Shares	Sole	2025-10-02
2021-06-30	$1,317,050	17,902	+4.5%	Shares	Sole	2025-10-02
2021-03-31	$1,301,498	17,134	+7.7%	Shares	Sole	2025-10-02
2020-12-31	$1,196,507	15,911	-5.6%	Shares	Sole	2025-10-02
2020-09-30	$1,330,838	16,861	+3.7%	Shares	Sole	2025-10-02
2020-06-30	$1,320,392	16,265	0.0%	Shares	Sole	2025-10-02
2020-03-31	$1,174,170	16,265	—	Shares	Sole	2025-10-02
No filing history on record for this holder in this stock.