ROTHSCHILD INVESTMENT LLC

Position in D — Dominion Energy, Inc

CIK 85338 CHICAGO, IL

Position in D

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

Position Value

$3,532,914

+$316,420 QoQ

Shares Held

51,734

-0.6% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#344

of 1,535 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

ROTHSCHILD INVESTMENT LLC holds $55,327,376 across 33 Utilities - Regulated Electric names. D ranks #6 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	109,458	$10,476,225
2	ED	Consolidated Edison Inc	47,228	$5,224,833
3	DUK	Duke Energy CORP	36,220	$4,584,727
4	EIX	Edison International	50,100	$3,729,945
5	PCG	PG&E Corp	210,995	$3,548,935
6	D	Dominion Energy, Inc This page	51,734	$3,532,914
7	WEC	Wec Energy Group, Inc.	26,427	$3,085,880
8	ES	Eversource Energy	39,154	$2,829,659

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,532,914	51,734	-0.6%	Shares	Sole	2026-08-06
2026-03-31	$3,216,494	52,030	+1.1%	Shares	Sole	2026-05-07
2025-12-31	$3,014,103	51,444	-0.2%	Shares	Sole	2026-02-10
2025-09-30	$3,153,619	51,555	+9.5%	Shares	Sole	2025-11-07
2025-06-30	$2,660,565	47,073	+61.2%	Shares	Sole	2025-08-11
2025-03-31	$1,637,748	29,209	+3.6%	Shares	Sole	2025-04-08
2024-12-31	$1,517,990	28,184	-3.3%	Shares	Sole	2025-02-04
2024-09-30	$1,685,156	29,160	-1.6%	Shares	Sole	2024-10-18
2024-06-30	$1,451,723	29,627	+38.4%	Shares	Sole	2024-07-31
2024-03-31	$1,053,256	21,412	+8.7%	Shares	Sole	2024-07-31
2023-12-31	$926,135	19,705	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.