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 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	-23,281	Closed	-$274K	–	346
2022 Q1	$274K	Buy	+23,281	New	+$1.87M	﹤0.01%	697

Other funds holding D

PensionDanmark Copenhagen O, Denmark $12B AUM

Wealth Enhancement Advisory Services

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

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

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

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

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return