1607 Capital Partners, LLC and the Asset Management Committee of Dominion Energy, Inc. report their beneficial ownership of Western Asset Investment Grade Opportunity Trust Inc. common stock. 1607, as investment adviser under its client investment management agreements, is the beneficial owner of 331,558 shares, representing 5.54% of the common stock, with sole power to vote and dispose of these shares.
The Asset Management Committee of Dominion Energy, Inc. is deemed the beneficial owner of 169,008 shares, or 2.82% of the class, solely because it can terminate its investment management agreement with 1607 on less than sixty days’ written notice. Dominion currently has no authority to vote or dispose of these shares and disclaims beneficial ownership except to the extent of its pecuniary interest.
Positive
None.
Negative
None.
Key Figures
1607 Capital IGI holdings:331,558 shares1607 Capital percent of class:5.54%Dominion committee IGI holdings:169,008 shares+2 more
5 metrics
1607 Capital IGI holdings331,558 sharesBeneficially owned common stock of Western Asset Investment Grade Opportunity Trust Inc.
1607 Capital percent of class5.54%Percentage of IGI common stock beneficially owned by 1607 Capital Partners, LLC
Dominion committee IGI holdings169,008 sharesShares deemed beneficially owned by Asset Management Committee of Dominion Energy, Inc.
Dominion committee percent of class2.82%Percentage of IGI common stock deemed beneficially owned by Dominion’s Asset Management Committee
Termination notice periodless than sixty daysDominion may terminate its investment management agreement with 1607 on less than sixty days’ written notice
Key Terms
beneficial owner, investment adviser, investment management agreements, sole power to vote, +1 more
5 terms
beneficial ownerfinancial
"1607 Capital Partners, LLC (1607), an investment adviser, is the beneficial owner of the shares"
A beneficial owner is the person who ultimately owns or controls a financial asset or property, even if their name isn't directly on official documents. Think of it like someone who secretly holds the keys to a safe deposit box—others may appear to have access, but the true owner is the one who benefits from what's inside. Identifying beneficial owners helps ensure transparency and prevent illegal activities like money laundering or fraud.
investment adviserfinancial
"1607 Capital Partners, LLC (1607), an investment adviser, is the beneficial owner"
An investment adviser is a person or firm that professionally manages money and gives recommendations about buying, selling, or holding investments. Like a financial coach or guide, they have a legal duty to act in a client's best financial interest, so their advice, fees and potential conflicts can directly affect returns and risk — making their role important for investors who want informed, accountable help with portfolios.
investment management agreementsfinancial
"under all its client investment management agreements (IMAs)"
sole power to votefinancial
"1607 has sole current authority, and Dominion has no current authority, to vote"
Rule 13d-1(k)regulatory
"JOINT FILING AGREEMENT PURSUANT TO RULE 13d-1(k)"
FAQ
What ownership stake in IGI does 1607 Capital Partners, LLC report?
1607 Capital Partners, LLC reports beneficial ownership of 331,558 shares of Western Asset Investment Grade Opportunity Trust Inc. (IGI), representing 5.54% of the common stock, with sole power to vote and dispose of these shares under its client agreements.
How much of IGI stock does Dominion Energy’s Asset Management Committee beneficially own?
The Asset Management Committee of Dominion Energy, Inc. is deemed to beneficially own 169,008 shares of IGI, equal to 2.82% of the common stock, based on its right to terminate its investment management agreement with 1607 on less than sixty days’ notice.
Who currently has voting and dispositive power over the IGI shares related to Dominion Energy?
Under the investment management agreement, 1607 Capital Partners, LLC currently has sole authority to vote and dispose of the IGI shares, while Dominion has no current authority to vote or dispose of those shares despite being deemed a beneficial owner.
Why is Dominion Energy’s committee deemed a beneficial owner of IGI shares?
Dominion’s Asset Management Committee is deemed a beneficial owner because it can terminate its investment management agreement with 1607 without cause on less than sixty days’ written notice, which creates a deemed beneficial ownership interest under reporting rules.
Do 1607’s clients have rights to dividends and sale proceeds from IGI shares?
Yes. For the IGI shares listed for 1607, its advisory clients holding the shares have the right to receive dividends and the proceeds from any sale, as those shares are held in their investment advisory accounts managed by 1607.
Does Dominion Energy’s committee receive dividends from the IGI shares it is deemed to own?
For the IGI shares attributed to Dominion’s Asset Management Committee, no person other than Dominion has the right to receive or direct the receipt of dividends or sale proceeds, according to the ownership disclosure.
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
(Amendment No. 2)
Western Asset Investment Grade Opportunity Trust Inc.
(Name of Issuer)
Common Stock
(Title of Class of Securities)
95790A101
(CUSIP Number)
06/30/2026
(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
CUSIP Number(s):
95790A101
1
Names of Reporting Persons
1607 Capital Partners, LLC
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
331,558.00
6
Shared Voting Power
0.00
7
Sole Dispositive Power
331,558.00
8
Shared Dispositive Power
0.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
331,558.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
5.53 %
12
Type of Reporting Person (See Instructions)
IA
SCHEDULE 13G
CUSIP Number(s):
95790A101
1
Names of Reporting Persons
Asset Management Committee of Dominion Energy, Inc.
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
UNITED STATES
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
0.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
0.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
169,008.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
2.82 %
12
Type of Reporting Person (See Instructions)
EP
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
Western Asset Investment Grade Opportunity Trust Inc.
(b)
Address of issuer's principal executive offices:
One Madison Avenue, 17th Floor, New York, NY 10010
Item 2.
(a)
Name of person filing:
1607 Capital Partners, LLC
Asset Management Committee of Dominion Energy, Inc.
(b)
Address or principal business office or, if none, residence:
13 S. 13TH STREET, SUITE 400, RICHMOND, VA, 23219
120 TREDEGAR ST. R4, RICHMOND, VA 23219
(c)
Citizenship:
Please refer to Item 4 on each cover sheet for each filing person
(d)
Title of class of securities:
Common Stock
(e)
CUSIP No.:
95790A101
Item 3.
If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)
Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)
Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)
Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)
Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)
An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)
An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)
A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)
A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)
A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)
A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution:
(k)
Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.
Ownership
(a)
Amount beneficially owned:
1607 Capital Partners, LLC (1607), an investment adviser, is the beneficial owner of the shares shown based on having sole voting power and sole power to dispose of these shares under all its client investment management agreements (IMAs). The Asset Management Committee of Dominion Energy, Inc. (Dominion) is a client of 1607 Capital Partners, LLC and is the beneficial owner of the shares shown solely due to being able to terminate its IMA with 1607 without cause or condition on less than sixty days written notice. Dominion has no authority under its IMA to either vote or dispose of the shares shown. The calculations in 4(c)(i) and (iii) reflect that under the Dominion IMA, 1607 has sole current authority, and Dominion has no current authority, to vote and dispose of the shares for which Dominion is deemed to have beneficial ownership due to its less than 60 day termination right.
1607 Capital Partners, LLC - 331,558
Asset Management Committee of Dominion Energy, Inc. - 169,008
(b)
Percent of class:
1607 Capital Partners, LLC - 5.54%
Asset Management Committee of Dominion Energy, Inc. - 2.82%
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
1607 Capital Partners, LLC - 331,558
Asset Management Committee of Dominion Energy, Inc. - 0
(ii) Shared power to vote or to direct the vote:
1607 Capital Partners, LLC - 0
Asset Management Committee of Dominion Energy, Inc. - 0
(iii) Sole power to dispose or to direct the disposition of:
1607 Capital Partners, LLC - 331,558
Asset Management Committee of Dominion Energy, Inc. - 0
(iv) Shared power to dispose or to direct the disposition of:
1607 Capital Partners, LLC - 0
Asset Management Committee of Dominion Energy, Inc. - 0
Item 5.
Ownership of 5 Percent or Less of a Class.
Not Applicable
Item 6.
Ownership of more than 5 Percent on Behalf of Another Person.
If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required.
With respect to the shares listed for 1607, the 1607 clients who hold such shares in their investment advisory accounts managed by 1607 have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of those shares. With respect to the shares listed for Dominion, no person other than Dominion has the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of those shares.
Item 7.
Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
Not Applicable
Item 8.
Identification and Classification of Members of the Group.
Not Applicable
Item 9.
Notice of Dissolution of Group.
Not Applicable
Item 10.
Certifications:
By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.
SIGNATURE
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
1607 Capital Partners, LLC
Signature:
Kevin Rutherford
Name/Title:
Kevin Rutherford | Chief Compliance Officer
Date:
08/14/2026
Asset Management Committee of Dominion Energy, Inc.
Signature:
Nicholas Everett
Name/Title:
Nicholas Everett | Director of Investments
Date:
08/14/2026
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: August 14, 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
