Position in D
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$309,353
+$29,309 QoQ
Shares Held
4,530
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,016
of 1,537 holders
Holding Since
Sep 2025
4 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, 2026Norris Financial Group, LLC holds $309,353 across 1 Utilities - Regulated Electric name. D ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
This page
|
4,530 | $309,353 |
All Filings in D
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $309,353 | 4,530 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $280,044 | 4,530 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $215,611 | 3,680 | Shares | Sole | 2026-05-20 | |
| 2025-09-30 | $225,105 | 3,680 | Shares | Sole | 2026-05-20 | |
| No filing history on record for this holder in this stock. | ||||||