CITIGROUP INC

Position in D — Dominion Energy, Inc

CIK 831001 NEW YORK, NY

Back to D Full portfolio

Position in D

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

Position Value

$109,744,419

+$44,577,176 QoQ

Shares Held

1,607,035

+52.4% QoQ

Ownership

0.183%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#47

of 1,537 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in D Over Time

Shares Held

Position Value (USD)

Derivatives in D

reported options exposure · as of Mar 31, 2025

CallValue

CallShares

PutValue

$2,803,500

PutShares

50,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

CITIGROUP INC holds $3,145,471,539 across 40 Utilities - Regulated Electric names. D ranks #9 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	4,363,855	$597,019,001
2	NEE	Nextera Energy Inc	4,266,050	$374,431,207
3	SO	Southern Co	2,522,821	$238,790,639
4	DUK	Duke Energy CORP	1,841,739	$233,127,322
5	ETR	Entergy Corp /De/	1,670,027	$191,819,300
6	EXC	Exelon Corp	4,064,343	$189,479,668
7	WEC	Wec Energy Group, Inc.	1,563,755	$182,599,670
8	XEL	Xcel Energy Inc	1,446,471	$116,151,620

All Filings in D

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50 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$109,744,419	1,607,035	+52.4%	Shares	Defined	2026-08-03
2026-03-31	$65,167,243	1,054,145	-61.4%	Shares	Defined	2026-05-11
2025-12-31	$160,157,463	2,733,529	+12.8%	Shares	Defined	2026-02-13
2025-09-30	$148,173,007	2,422,315	+36.7%	Shares	Defined	2025-11-10
2025-06-30	$100,171,862	1,772,326	-23.3%	Shares	Defined	2025-08-11
2025-03-31	$129,557,808	2,310,644	+0.1%	Shares	Defined	2025-05-12
2025-03-31	$2,803,500	50,000	-80.0%	Put	Defined	2025-05-12
2024-12-31	$124,379,219	2,309,306	+75.8%	Shares	Defined	2025-02-12
2024-09-30	$75,918,836	1,313,702	-18.7%	Shares	Defined	2024-11-12
2024-06-30	$79,162,832	1,615,568	+94.1%	Shares	Defined	2024-08-12
2024-03-31	$40,949,542	832,477	+15.3%	Shares	Defined	2024-05-10
2023-12-31	$33,930,616	721,928	-16.2%	Shares	Defined	2024-02-09
2023-09-30	$38,469,042	861,183	+51.3%	Shares	Defined	2023-12-06
2023-09-30	$11,167,500	250,000	0.0%	Put	Defined	2023-12-06
2023-06-30	$12,947,500	250,000	+257.1%	Put	Defined	2023-08-10
2023-06-30	$29,468,922	569,008	-53.5%	Shares	Defined	2023-08-10
2023-03-31	$68,375,133	1,222,950	-5.2%	Shares	Defined	2023-05-11
2022-12-31	$735,840	12,000	0.0%	Call	Defined	2023-02-09
2022-12-31	$79,116,349	1,290,221	+97.6%	Shares	Defined	2023-02-09
2022-09-30	$45,118,184	652,846	-2.5%	Shares	Defined	2022-11-10
2022-09-30	$829,320	12,000	0.0%	Call	Defined	2022-11-10
2022-09-30	$4,837,700	70,000	0.0%	Put	Defined	2022-11-10
2022-06-30	$53,424,812	669,400	+20.7%	Shares	Defined	2022-08-10
2022-06-30	$957,720	12,000	-74.5%	Call	Defined	2022-08-10
2022-06-30	$5,586,700	70,000	0.0%	Put	Defined	2022-08-10
2022-03-31	$47,139,400	554,777	-29.6%	Shares	Defined	2022-05-12
2022-03-31	$5,947,900	70,000	-81.9%	Put	Defined	2022-05-12
2022-03-31	$3,993,590	47,000	-58.0%	Call	Defined	2022-05-12
2021-12-31	$8,798,720	112,000	0.0%	Call	Defined	2022-02-10
2021-12-31	$61,898,679	787,916	-24.3%	Shares	Defined	2022-02-10
2021-12-31	$30,324,160	386,000	0.0%	Put	Defined	2022-02-10
2021-09-30	$75,985,267	1,040,609	+17.4%	Shares	Defined	2021-11-10
2021-09-30	$8,178,240	112,000	0.0%	Call	Defined	2021-11-10
2021-09-30	$28,185,720	386,000	-30.9%	Put	Defined	2021-11-10
2021-06-30	$65,185,739	886,037	+17.9%	Shares	Defined	2021-08-10
2021-06-30	$41,118,273	558,900	-0.2%	Put	Defined	2021-08-10
2021-06-30	$8,239,840	112,000	0.0%	Call	Defined	2021-08-10
2021-03-31	$8,507,520	112,000	+157.5%	Call	Defined	2021-05-13
2021-03-31	$42,537,600	560,000	+58.8%	Put	Defined	2021-05-13
2021-03-31	$57,091,760	751,603	+25.2%	Shares	Defined	2021-05-13
2020-12-31	$3,271,200	43,500	-32.9%	Call	Defined	2021-02-11
2020-12-31	$45,156,621	600,487	-15.4%	Shares	Defined	2021-02-11
2020-12-31	$26,515,520	352,600	+43.1%	Put	Defined	2021-02-11
2020-09-30	$5,114,664	64,800	-21.5%	Call	Defined	2020-11-12
2020-09-30	$56,043,848	710,045	+16.5%	Shares	Defined	2020-11-12
2020-09-30	$19,448,352	246,400	+18.4%	Put	Defined	2020-11-12
2020-06-30	$6,697,350	82,500	—	Call	Defined	2020-08-12
2020-06-30	$16,893,558	208,100	—	Put	Defined	2020-08-12
2020-06-30	$49,487,325	609,600	+46.1%	Shares	Defined	2020-08-12
2020-03-31	$30,118,603	417,213	—	Shares	Defined	2020-05-12
No filing history on record for this holder in this stock.