Acorn Financial Advisory Services’s Dominion Energy D Stock Holding History

Acorn Financial Advisory Services’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	$1.01M	Buy	14,750 +1,135	+8%	+$73.8K	0.13%	81
2026 Q1	$842K	Sell	13,615 -32	-0.2%	-$1.98K	0.12%	85
2025 Q4	$800K	Sell	13,647 -234	-2%	-$14.1K	0.12%	86
2025 Q3	$849K	Buy	13,881 +144	+1%	+$8.56K	0.13%	78
2025 Q2	$776K	Sell	13,737 -181	-1%	-$9.92K	0.13%	80
2025 Q1	$780K	Sell	13,918 -1,137	-8%	-$62.5K	0.14%	78
2024 Q4	$811K	Buy	15,055 +389	+3%	+$22.2K	0.13%	81
2024 Q3	$848K	Sell	14,666 -20	-0.1%	-$1.09K	0.15%	73
2024 Q2	$720K	Buy	14,686 +64	+0.4%	+$3.26K	0.13%	79
2024 Q1	$719K	Sell	14,622 -1,783	-11%	-$83.3K	0.14%	82
2023 Q4	$774K	Sell	16,405 -568	-3%	-$25.4K	0.14%	107
2023 Q3	$752K	Sell	16,973 -3,159	-16%	-$157K	0.13%	109
2023 Q2	$1.04M	Buy	20,132 +1,062	+6%	+$57.7K	0.19%	80
2023 Q1	$1.07M	Buy	19,070 +160	+0.8%	+$9.36K	0.21%	71
2022 Q4	$1.16M	Buy	18,910 +178	+1%	+$11.2K	0.25%	60
2022 Q3	$1.29M	Sell	18,732 -1,646	-8%	-$133K	0.31%	49
2022 Q2	$1.63M	Buy	20,378 +380	+2%	+$31.4K	0.39%	38
2022 Q1	$1.7M	Buy	19,998 +27	+0.1%	+$2.17K	0.34%	45
2021 Q4	$1.57M	Sell	19,971 -400	-2%	-$30.1K	0.31%	54
2021 Q3	$1.49M	Buy	20,371 +1,613	+9%	+$123K	0.46%	57
2021 Q2	$1.38M	Sell	18,758 -265	-1%	-$20.5K	0.41%	69
2021 Q1	$1.45M	Sell	19,023 -215	-1%	-$15.6K	0.53%	51
2020 Q4	$1.45M	Buy	19,238 +412	+2%	+$32.7K	0.57%	44
2020 Q3	$1.49M	Buy	18,826 +132	+0.7%	+$10.4K	0.78%	26
2020 Q2	$1.52M	Buy	18,694 +13,701	+274%	+$1.1M	1.06%	13
2020 Q1	$360K	Sell	4,993 -12,087	-71%	-$987K	0.36%	101
2019 Q4	$1.42M	Buy	+17,080	New	+$1.4M	1.19%	18

Other funds holding D

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Acorn Financial Advisory Services's D Position: Q2 2026 in Review

Acorn Financial Advisory Services increased its Dominion Energy (D) stake by 8.3% in Q2 2026, buying an estimated $73.8K and bringing the position to 14,750 shares worth $1.01M. The position accounts for 0.13% of the portfolio, ranked #81.

Acorn Financial Advisory Services first reported a position in D in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.7M in Q1 2022. 936 funds tracked by Wall St. Rank hold D as of Q2 2026.

Acorn Financial Advisory Services held 14,750 shares of Dominion Energy worth $1.01M as of Q2 2026.
Acorn Financial Advisory Services bought 1,135 Dominion Energy shares in Q2 2026, an estimated $73.8K.
Dominion Energy made up 0.13% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #81 holding.
Acorn Financial Advisory Services first reported a position in Dominion Energy in Q4 2019 and has held it in 27 quarters since.
Acorn Financial Advisory Services's Dominion Energy position peaked at $1.7M in Q1 2022.
936 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.