Activest Wealth Management’s Dominion Energy D Stock Holding History

Activest Wealth Management’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	$6.62K	Buy	+97	New	+$6.31K	﹤0.01%	667
2025 Q4	–	Sell	-181	Closed	-$11.1K	–	1177
2025 Q3	$11.1K	Buy	181 +13	+8%	+$773	﹤0.01%	483
2025 Q2	$9.49K	Buy	168 +22	+15%	+$1.21K	﹤0.01%	434
2025 Q1	$8.19K	Buy	146 +138	+1,725%	+$7.59K	﹤0.01%	437
2024 Q4	$431	Buy	+8	New	+$456	﹤0.01%	550
2024 Q1	–	Sell	-200	Closed	-$9.34K	–	380
2023 Q4	$9.4K	Buy	+200	New	+$8.93K	0.01%	199
2023 Q1	–	Sell	-180	Closed	-$11K	–	370
2022 Q4	$11K	Hold	180	–	–	﹤0.01%	308
2022 Q3	$12K	Buy	+180	New	+$14.5K	﹤0.01%	295

Other funds holding D

COPPSERS

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

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

ETC

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Activest Wealth Management's D Position: Q2 2026 in Review

Activest Wealth Management opened a new position in Dominion Energy (D) in Q2 2026: 97 shares worth $6.62K. The stake represents ﹤0.01% of the portfolio and ranks #667 among its holdings. This is a return to the name: Activest Wealth Management previously reported a position in D as recently as Q3 2025.

Activest Wealth Management first reported a position in D in Q3 2022 and has held it in 8 quarters since. The position peaked at $12K in Q3 2022. 557 funds tracked by Wall St. Rank hold D as of Q2 2026.

Activest Wealth Management held 97 shares of Dominion Energy worth $6.62K as of Q2 2026.
Dominion Energy was a new Activest Wealth Management position in Q2 2026.
Dominion Energy made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #667 holding.
Activest Wealth Management first reported a position in Dominion Energy in Q3 2022 and has held it in 8 quarters since.
Activest Wealth Management's Dominion Energy position peaked at $12K in Q3 2022.
557 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.