Clearstead Advisors, LLC

Position in D — Dominion Energy, Inc

CIK 842775 CLEVELAND, OH

Position in D

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$2,506,721

+$450,526 QoQ

Shares Held

36,707

+10.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#402

of 1,533 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Clearstead Advisors, LLC holds $33,390,438 across 33 Utilities - Regulated Electric names. D ranks #4 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	108,035	$9,482,231
2	DUK	Duke Energy CORP	48,296	$6,113,307
3	SO	Southern Co	51,598	$4,938,444
4	D	Dominion Energy, Inc This page	36,707	$2,506,721
5	AEP	American Electric Power Co Inc	14,735	$2,015,895
6	WEC	Wec Energy Group, Inc.	10,459	$1,221,297
7	XEL	Xcel Energy Inc	14,371	$1,153,991
8	ED	Consolidated Edison Inc	9,660	$1,068,685

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,506,721	36,707	+10.4%	Shares	Sole	2026-08-06
2026-03-31	$2,056,195	33,261	-19.4%	Shares	Sole	2026-05-06
2025-12-31	$2,418,595	41,280	+1.5%	Shares	Sole	2026-02-09
2025-09-30	$2,487,049	40,658	+0.0%	Shares	Sole	2025-11-10
2025-06-30	$2,297,538	40,650	+13.0%	Shares	Sole	2025-08-08
2025-03-31	$2,016,165	35,958	+2.0%	Shares	Sole	2025-05-13
2024-12-31	$1,897,810	35,236	-1.7%	Shares	Sole	2025-02-10
2024-09-30	$2,070,789	35,833	+0.9%	Shares	Sole	2024-11-13
2024-06-30	$1,739,402	35,498	+538.0%	Shares	Sole	2024-08-12
2024-03-31	$273,693	5,564	+48.4%	Shares	Sole	2024-05-14
2023-12-31	$176,250	3,750	-23.7%	Shares	Sole	2024-02-12
2023-09-30	$219,553	4,915	+44.1%	Shares	Sole	2023-11-07
2023-06-30	$176,655	3,411	+1.2%	Shares	Sole	2023-08-07
2023-03-31	$188,528	3,372	+4.1%	Shares	Sole	2023-05-09
2022-12-31	$198,554	3,238	-34.2%	Shares	Sole	2023-02-14
2022-09-30	$339,952	4,919	-29.4%	Shares	Sole	2022-11-15
2022-06-30	$556,355	6,971	+0.1%	Shares	Sole	2022-08-12
2022-03-31	$591,646	6,963	+6.0%	Shares	Sole	2022-05-04
2021-12-31	$516,060	6,569	-0.1%	Shares	Sole	2022-02-14
2021-09-30	$480,179	6,576	+1.1%	Shares	Sole	2021-11-12
2021-06-30	$478,719	6,507	+4.1%	Shares	Sole	2021-08-12
2021-03-31	$474,977	6,253	-0.1%	Shares	Sole	2021-05-14
2020-12-31	$470,526	6,257	+27.5%	Shares	Sole	2021-02-11
2020-09-30	$387,467	4,909	-0.5%	Shares	Sole	2020-11-12
2020-06-30	$400,379	4,932	+37.8%	Shares	Sole	2020-08-11
2020-03-31	$258,440	3,580	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.