JONES FINANCIAL COMPANIES LLLP

Position in D — Dominion Energy, Inc

CIK 815917 DES PERES, MO

Position in D

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$81,297,468

-$17,693,846 QoQ

Shares Held

1,190,474

-25.7% QoQ

Ownership

0.135%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#65

of 1,537 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Utilities · as of Jun 30, 2026

JONES FINANCIAL COMPANIES LLLP holds $1,180,108,070 across 40 Utilities - Regulated Electric names. D ranks #5 (6.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	1,743,676	$220,714,507
2	NGG	National Grid PLC	2,272,626	$188,332,516
3	NEE	Nextera Energy Inc	2,009,730	$176,394,002
4	SO	Southern Co	964,398	$92,302,531
5	D	Dominion Energy, Inc This page	1,190,474	$81,297,468
6	AEP	American Electric Power Co Inc	570,666	$78,072,814
7	EVRG	Evergy, Inc.	742,711	$64,192,511
8	DTE	Dte Energy Co	409,786	$62,439,092

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$81,297,468	1,190,474	-25.7%	Shares	Sole	2026-08-14
2026-03-31	$98,991,314	1,601,283	+981.9%	Shares	Sole	2026-05-15
2025-12-31	$8,671,495	148,003	+16.2%	Shares	Sole	2026-02-17
2025-09-30	$7,790,060	127,351	+16.1%	Shares	Sole	2025-11-04
2025-06-30	$6,201,147	109,716	+21.9%	Shares	Sole	2025-08-13
2025-03-31	$5,046,803	90,009	+28.8%	Shares	Sole	2025-05-28
2024-12-31	$3,763,413	69,874	+46.2%	Shares	Sole	2025-02-06
2024-09-30	$2,761,437	47,784	+133.9%	Shares	Sole	2024-11-12
2024-06-30	$1,001,217	20,433	+108.2%	Shares	Sole	2024-08-14
2024-03-31	$482,799	9,815	+58.5%	Shares	Sole	2024-05-14
2023-12-31	$291,071	6,193	+22.8%	Shares	Sole	2024-02-13
2023-09-30	$225,360	5,045	-30.6%	Shares	Sole	2023-11-14
2023-06-30	$376,357	7,267	-27.6%	Shares	Sole	2023-08-09
2023-03-31	$560,945	10,033	-8.0%	Shares	Defined	2023-05-11
2022-12-31	$668,878	10,908	+3.1%	Shares	Sole	2023-02-13
2022-09-30	$731,252	10,581	-8.9%	Shares	Sole	2022-11-03
2022-06-30	$927,072	11,616	-5.0%	Shares	Sole	2022-08-08
2022-03-31	$1,039,098	12,229	+0.4%	Shares	Sole	2022-05-02
2021-12-31	$956,782	12,179	+9.9%	Shares	Sole	2022-02-11
2021-09-30	$808,915	11,078	-14.6%	Shares	Sole	2021-11-12
2021-06-30	$954,129	12,969	-2.5%	Shares	Sole	2021-08-12
2021-03-31	$1,009,964	13,296	+40.7%	Shares	Sole	2021-04-30
2020-12-31	$710,414	9,447	-7.8%	Shares	Sole	2021-02-08
2020-09-30	$808,400	10,242	+0.7%	Shares	Sole	2020-10-29
2020-06-30	$825,925	10,174	-23.7%	Shares	Sole	2020-07-31
2020-03-31	$962,436	13,332	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.