Aaron Wealth Advisors
D icon

Aaron Wealth Advisors’s Dominion Energy D Stock Holding History

Aaron Wealth 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
Q3 		– Sell
-4,802
Closed -$328K – 708
2026
Q2 		$328K Buy
+4,802
New +$312K 0.02% 552
2025
Q3 		– Sell
-4,832
Closed -$273K – 642
2025
Q2 		$273K Sell
4,832
-647
-12% -$35.5K 0.03% 383
2025
Q1 		$307K Hold
5,479
– – 0.04% 322
2024
Q4 		$295K Buy
5,479
+1,440
+36% +$82.1K 0.03% 323
2024
Q3 		$233K Buy
+4,039
New +$221K 0.03% 374
2022
Q2 		– Sell
-274
Closed -$23.3K – 346
2022
Q1 		$23.3K Buy
+274
New +$22K 0.01% 616

Other funds holding D

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Oak Grove Capital
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Aaron Wealth Advisors's D Position: Q3 2026 in Review

Aaron Wealth Advisors sold out of Dominion Energy (D) in Q3 2026, closing a stake of 4,802 shares — an estimated $328K sold.

Aaron Wealth Advisors first reported a position in D in Q1 2022 and held it in 6 quarters. The position peaked at $328K in Q2 2026. 399 funds tracked by Wall St. Rank hold D as of Q3 2026.

  • Aaron Wealth Advisors reported no remaining Dominion Energy position as of Q3 2026 after selling out during the quarter.
  • Aaron Wealth Advisors sold 4,802 Dominion Energy shares in Q3 2026, an estimated $328K.
  • Aaron Wealth Advisors first reported a position in Dominion Energy in Q1 2022 and held it in 6 quarters.
  • Aaron Wealth Advisors's Dominion Energy position peaked at $328K in Q2 2026.
  • 399 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.