HERITAGE INVESTORS MANAGEMENT CORP

Position in D — Dominion Energy, Inc

CIK 937589 BETHESDA, MD

Position in D

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$744,931

+$39,039 QoQ

Shares Held

12,050

+0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

HERITAGE INVESTORS MANAGEMENT CORP holds $15,774,627 across 5 Utilities - Regulated Electric names.

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	149,140	$13,090,017
2	DUK	Duke Energy CORP	11,593	$1,467,441
3	SO	Southern Co	4,881	$467,160
4	XEL	Xcel Energy Inc	5,472	$439,401
5	WEC	Wec Energy Group, Inc.	2,660	$310,608

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$744,931	12,050	+0.0%	Shares	Sole	2026-04-24
2025-12-31	$705,892	12,048	+9.2%	Shares	Sole	2026-02-06
2025-09-30	$674,582	11,028	-0.9%	Shares	Sole	2025-11-04
2025-06-30	$628,954	11,128	-28.3%	Shares	Sole	2025-08-04
2025-03-31	$869,645	15,510	+32.5%	Shares	Sole	2025-05-05
2024-12-31	$630,700	11,710	+7.4%	Shares	Sole	2025-02-05
2024-09-30	$630,084	10,903	-0.7%	Shares	Sole	2024-10-30
2024-06-30	$537,922	10,978	-0.3%	Shares	Sole	2024-07-30
2024-03-31	$541,827	11,015	+5.5%	Shares	Sole	2024-04-29
2023-12-31	$490,680	10,440	-3.1%	Shares	Sole	2024-02-07
2023-09-30	$481,408	10,777	+0.7%	Shares	Sole	2023-11-09
2023-06-30	$554,308	10,703	-0.5%	Shares	Sole	2023-08-01
2023-03-31	$601,200	10,753	-3.2%	Shares	Sole	2023-05-01
2022-12-31	$681,081	11,107	0.0%	Shares	Sole	2023-02-06
2022-09-30	$767,604	11,107	0.0%	Shares	Sole	2022-10-27
2022-06-30	$886,449	11,107	0.0%	Shares	Sole	2022-08-01
2022-03-31	$943,761	11,107	-0.1%	Shares	Sole	2022-05-02
2021-12-31	$873,744	11,122	0.0%	Shares	Sole	2022-01-28
2021-09-30	$812,128	11,122	—	Shares	Sole	2021-10-28
No filing history on record for this holder in this stock.