Advisortrust Partners’s Dominion Energy D Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.21M Buy
17,786
+3,390
+24% +$220K 0.42% 44
2026
Q1
$890K Buy
14,396
+3,730
+35% +$230K 0.37% 41
2025
Q4
$625K Buy
+10,666
New +$643K 0.27% 57

Other funds holding D

Advisortrust Partners's D Position: Q2 2026 in Review

Advisortrust Partners increased its Dominion Energy (D) stake by 24% in Q2 2026, buying an estimated $220K and bringing the position to 17,786 shares worth $1.21M. The position accounts for 0.42% of the portfolio, ranked #44.

Advisortrust Partners first reported a position in D in Q4 2025 and has held it in 3 quarters since. 1,544 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Advisortrust Partners held 17,786 shares of Dominion Energy worth $1.21M as of Q2 2026.
  • Advisortrust Partners bought 3,390 Dominion Energy shares in Q2 2026, an estimated $220K.
  • Dominion Energy made up 0.42% of Advisortrust Partners's portfolio in Q2 2026, its #44 holding.
  • Advisortrust Partners first reported a position in Dominion Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,544 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Advisortrust Partners's 13F filing for Q2 2026, filed 10 Aug 2026.