1620 Investment Advisors’s Dominion Energy D Stock Holding History

1620 Investment Advisors’s Portfolio D Stock Details D Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$640K	Sell	9,372 -24	-0.3%	-$1.56K	0.4%	71
2026 Q1	$581K	Buy	9,396 +275	+3%	+$17K	0.39%	76
2025 Q4	$534K	Hold	9,121	–	–	0.36%	84
2025 Q3	$558K	Buy	9,121 +119	+1%	+$7.07K	0.38%	80
2025 Q2	$509K	Buy	9,002 +244	+3%	+$13.4K	0.36%	82
2025 Q1	$491K	Buy	8,758 +83	+1%	+$4.57K	0.38%	81
2024 Q4	$467K	Buy	8,675 +273	+3%	+$15.6K	0.35%	88
2024 Q3	$486K	Buy	8,402 +95	+1%	+$5.19K	0.35%	88
2024 Q2	$407K	Buy	+8,307	New	+$423K	0.31%	93

Other funds holding D

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

1620 Investment Advisors's D Position: Q2 2026 in Review

1620 Investment Advisors reduced its Dominion Energy (D) stake by 0.26% in Q2 2026, selling an estimated $1.56K and leaving 9,372 shares worth $640K. The position accounts for 0.4% of the portfolio, ranked #71.

1620 Investment Advisors first reported a position in D in Q2 2024 and has held it in 9 quarters since. 360 funds tracked by Wall St. Rank hold D as of Q2 2026.

1620 Investment Advisors held 9,372 shares of Dominion Energy worth $640K as of Q2 2026.
1620 Investment Advisors sold 24 Dominion Energy shares in Q2 2026, an estimated $1.56K.
Dominion Energy made up 0.4% of 1620 Investment Advisors's portfolio in Q2 2026, its #71 holding.
1620 Investment Advisors first reported a position in Dominion Energy in Q2 2024 and has held it in 9 quarters since.
360 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.