PDS Planning, Inc

Position in D — Dominion Energy, Inc

CIK 838618 DUBLIN, OH

Position in D

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$293,237

+$30,070 QoQ

Shares Held

4,294

+0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,034

of 1,537 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

PDS Planning, Inc holds $7,606,324 across 16 Utilities - Regulated Electric names. D ranks #9 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	18,266	$1,603,206
2	AEP	American Electric Power Co Inc	8,431	$1,153,445
3	KEP	Korea Electric Power Corp	68,239	$825,691
4	SO	Southern Co	6,492	$621,349
5	DUK	Duke Energy CORP	4,530	$573,407
6	PEG	Public Service Enterprise Group Inc	5,381	$436,721
7	NGG	National Grid PLC	4,248	$352,031
8	DTE	Dte Energy Co	2,057	$313,425

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$293,237	4,294	+0.9%	Shares	Sole	2026-08-05
2026-03-31	$263,167	4,257	+0.4%	Shares	Sole	2026-04-22
2025-12-31	$248,363	4,239	-9.3%	Shares	Sole	2026-01-26
2025-09-30	$285,908	4,674	+3.3%	Shares	Sole	2025-10-21
2025-06-30	$255,753	4,525	-4.9%	Shares	Sole	2025-07-24
2025-03-31	$266,781	4,758	+89.7%	Shares	Sole	2025-04-24
2022-06-30	$200,163	2,508	-22.2%	Shares	Sole	2022-07-15
2021-09-30	$235,416	3,224	+11.8%	Shares	Sole	2021-10-22
2021-06-30	$212,249	2,885	-23.4%	Shares	Sole	2021-07-26
2021-03-31	$285,913	3,764	+19.5%	Shares	Sole	2021-04-20
2020-12-31	$236,955	3,151	+5.0%	Shares	Sole	2021-01-21
2020-09-30	$236,947	3,002	+10.2%	Shares	Sole	2020-10-19
2020-06-30	$221,215	2,725	-13.7%	Shares	Sole	2020-08-11
2020-03-31	$227,976	3,158	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.