Acima Private Wealth’s Dominion Energy D Stock Holding History

Acima Private Wealth’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	$12.9K	Hold	213	–	–	﹤0.01%	160
2026 Q2	$14.5K	Hold	213	–	–	﹤0.01%	158
2026 Q1	$13.2K	Hold	213	–	–	﹤0.01%	162
2025 Q4	$12.5K	Hold	213	–	–	﹤0.01%	159
2025 Q3	$13K	Hold	213	–	–	﹤0.01%	162
2025 Q2	$12K	Buy	+213	New	+$11.7K	﹤0.01%	167
2023 Q4	–	Sell	-500	Closed	-$22.3K	–	242
2023 Q3	$22.3K	Sell	500 -676	-57%	-$33.6K	0.01%	180
2023 Q2	$60.9K	Hold	1,176	–	–	0.03%	165
2023 Q1	$65.8K	Hold	1,176	–	–	0.03%	161
2022 Q4	$72.1K	Hold	1,176	–	–	0.04%	148
2022 Q3	$81.3K	Hold	1,176	–	–	0.04%	142
2022 Q2	$93.9K	Hold	1,176	–	–	0.05%	143
2022 Q1	$100K	Hold	1,176	–	–	0.05%	148
2021 Q4	$92K	Hold	1,176	–	–	0.04%	152
2021 Q3	$86K	Hold	1,176	–	–	0.04%	148
2021 Q2	$87K	Hold	1,176	–	–	0.04%	146
2021 Q1	$89K	Buy	1,176 +500	+74%	+$36.3K	0.04%	146
2020 Q4	$51K	Hold	676	–	–	0.03%	157
2020 Q3	$53K	Hold	676	–	–	0.03%	148
2020 Q2	$55K	Hold	676	–	–	0.04%	158
2020 Q1	$49K	Sell	676 -474	-41%	-$38.7K	0.04%	161
2019 Q4	$95K	Buy	1,150 +474	+70%	+$38.7K	0.07%	164
2019 Q3	$54K	Hold	676	–	–	0.04%	188
2019 Q2	$52K	Hold	676	–	–	0.04%	175
2019 Q1	$52K	Hold	676	–	–	0.04%	168
2018 Q4	$48K	Buy	+676	New	+$49.4K	0.05%	163

Other funds holding D

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

OGC

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Acima Private Wealth's D Position: Q3 2026 in Review

Acima Private Wealth held its Dominion Energy (D) position steady in Q3 2026 at 213 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #160.

Acima Private Wealth first reported a position in D in Q4 2018 and has held it in 26 quarters since. The position peaked at $100K in Q1 2022. 181 funds tracked by Wall St. Rank hold D as of Q3 2026.

Acima Private Wealth held 213 shares of Dominion Energy worth $12.9K as of Q3 2026.
Acima Private Wealth left its Dominion Energy share count unchanged in Q3 2026.
Dominion Energy made up ﹤0.01% of Acima Private Wealth's portfolio in Q3 2026, its #160 holding.
Acima Private Wealth first reported a position in Dominion Energy in Q4 2018 and has held it in 26 quarters since.
Acima Private Wealth's Dominion Energy position peaked at $100K in Q1 2022.
181 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Acima Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.