CANANDAIGUA NATIONAL CORP

Position in D — Dominion Energy, Inc

CIK 759458 CANANDAIGUA, NY

Position in D

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$1,349,406

-$267,970 QoQ

Shares Held

21,828

-17.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

12 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Utilities · as of Mar 31, 2026

CANANDAIGUA NATIONAL CORP holds $16,486,500 across 8 Utilities - Regulated Electric names. D ranks #4 (8.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	78,709	$7,310,491
2	SO	Southern Co	38,786	$3,743,624
3	DUK	Duke Energy CORP	17,710	$2,318,947
4	D	Dominion Energy, Inc This page	21,828	$1,349,406
5	ETR	Entergy Corp /De/	7,579	$851,576
6	EXC	Exelon Corp	7,076	$346,865
7	ED	Consolidated Edison Inc	3,003	$339,879
8	NWE	NorthWestern Energy Group, Inc.	3,423	$225,712

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,349,406	21,828	-17.2%	Shares	Sole	2026-04-08
2022-12-31	$1,617,376	26,376	+9.9%	Shares	Sole	2023-01-25
2022-09-30	$1,658,156	23,993	-1.4%	Shares	Sole	2022-10-05
2022-06-30	$1,942,655	24,341	-5.8%	Shares	Sole	2022-07-05
2022-03-31	$2,195,369	25,837	+0.8%	Shares	Sole	2022-05-09
2021-12-31	$2,014,514	25,643	-2.6%	Shares	Sole	2022-01-04
2021-09-30	$1,922,689	26,331	+7.8%	Shares	Sole	2021-10-04
2021-06-30	$1,796,652	24,421	-5.7%	Shares	Sole	2021-07-06
2021-03-31	$1,966,756	25,892	+12.2%	Shares	Sole	2021-04-05
2020-12-31	$1,734,939	23,071	+0.3%	Shares	Sole	2021-02-11
2020-09-30	$1,815,942	23,007	+24.3%	Shares	Sole	2020-10-19
2020-06-30	$1,502,722	18,511	—	Shares	Sole	2020-07-07
No filing history on record for this holder in this stock.