STOCK TITAN

1607 Capital, Dominion committee disclose IGI stakes (IGI)

(Neutral)
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Western Asset Investment Grade Opportunity Trust Inc. Schedule 13G/A shows 1607 Capital Partners, LLC reports beneficial ownership of 406,754 shares (representing 6.79% of the class) and the Asset Management Committee of Dominion Energy, Inc. reports 321,704 shares (5.37%). The filing explains these amounts arise from investment management agreements where 1607 has sole voting and dispositive power; Dominion's ownership is recorded because it may terminate its IMA with less than sixty days' notice.

Positive

  • None.

Negative

  • None.

Insights

Major passive positions disclosed: 1607 holds 6.79%; Dominion committee holds 5.37%.

The filing lists exact share counts: 406,754 shares for 1607 and 321,704 shares for Dominion, with 1607 holding sole voting and dispositive authority under client IMAs. The percentages are presented as percent of class.

Key dependency is the IMA structure: Dominion is recorded due to a termination right under its IMA while lacking voting/dispositive authority. Subsequent filings would show changes to these positions.

1607 shares 406,754 shares beneficial ownership reported on Schedule 13G/A
1607 percent 6.79% percent of class as reported
Dominion committee shares 321,704 shares beneficial ownership reported on Schedule 13G/A
Dominion percent 5.37% percent of class as reported
CUSIP 95790A101 security identifier on cover
Cover date 03/31/2026 date shown on cover page
Signatures dated 05/15/2026 signature dates for joint filing agreement
investment management agreement (IMA) regulatory
"1607 clients who hold such shares in their investment advisory accounts managed by 1607"
beneficial ownership regulatory
"1607 Capital Partners, LLC is the beneficial owner of the shares shown based on having sole voting power"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
Joint Filing Agreement pursuant to Rule 13d-1(k) regulatory
"JOINT FILING AGREEMENT PURSUANT TO RULE 13d-1(k) The undersigned acknowledge and agree"

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google
Learn about SEC filing dates

FAQ

What stake does 1607 Capital Partners report in IGI?

1607 Capital Partners reports 406,754 shares, equal to 6.79% of the class. The filing states 1607 has sole voting and dispositive power under client IMAs, and the count reflects those authorities.

Why is the Asset Management Committee of Dominion Energy listed for IGI?

The Committee is listed with 321,704 shares or 5.37% because it is a client of 1607 with a termination right under the IMA. The filing says Dominion has no voting or dispositive authority under the IMA.

Do these filings say 1607 or Dominion can vote the shares?

The filing states 1607 has sole current authority to vote and dispose of the shares; Dominion is recorded solely because it can terminate the IMA on less than sixty days' notice.

What dates and signatures appear on this Schedule 13G/A for IGI?

The cover lists 03/31/2026 and signatures are dated 05/15/2026. The joint filing agreement is signed by Kevin Rutherford for 1607 and Nicholas Everett for Dominion's committee.





95790A101

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



1607 Capital Partners, LLC
Signature:Kevin Rutherford
Name/Title:Kevin Rutherford | Chief Compliance Officer
Date:05/15/2026
Asset Management Committee of Dominion Energy, Inc.
Signature:Nicholas Everett
Name/Title:Nicholas Everett | Director of Investments
Date:05/15/2026
Exhibit Information

JOINT FILING AGREEMENT PURSUANT TO RULE 13d-1(k) The undersigned acknowledge and agree that the foregoing statement on Schedule 13G is filed on behalf of each of the undersigned and that allsubsequent amendments to this statement on Schedule 13G shall be filed on behalf of each of the undersigned without the necessity of filing additionaljoint acquisition statements. The undersigned acknowledge that each shall be responsible for the timely filing of such amendments, and for the completenessand accuracy of the information concerning him or it contained therein, but shall not be responsible for the completeness and accuracy of the informationconcerning the others, except to the extent that he or it knows or has reason to believe that such information is inaccurate. This agreement may be executed in multiple counterparts, each of which shall constitute an original, one and the same instrument. Date: May 15, 2026 1607 Capital Partners, LLC By: /s/ Kevin Rutherford Name: Kevin Rutherford Title: Chief Compliance Officer Asset Management Committee of Dominion Energy, Inc. *This Reporting Person disclaims beneficial ownership in the securities reported herein, except to the extent of its pecuniary interest therein. By: /s/ Nicholas Everett Name: Nicholas Everett Title: Director of Investments