Advyzon Investment Management’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
$1.29M Buy
18,850
+2,777
+17% +$181K 0.09% 210
2026
Q1
$994K Buy
16,073
+7,335
+84% +$453K 0.09% 229
2025
Q4
$512K Buy
8,738
+4,996
+134% +$301K 0.06% 316
2025
Q3
$229K Buy
+3,742
New +$222K 0.04% 398

Other funds holding D

Advyzon Investment Management's D Position: Q2 2026 in Review

Advyzon Investment Management increased its Dominion Energy (D) stake by 17% in Q2 2026, buying an estimated $181K and bringing the position to 18,850 shares worth $1.29M. The position accounts for 0.09% of the portfolio, ranked #210.

Advyzon Investment Management first reported a position in D in Q3 2025 and has held it in 4 quarters since. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Advyzon Investment Management held 18,850 shares of Dominion Energy worth $1.29M as of Q2 2026.
  • Advyzon Investment Management bought 2,777 Dominion Energy shares in Q2 2026, an estimated $181K.
  • Dominion Energy made up 0.09% of Advyzon Investment Management's portfolio in Q2 2026, its #210 holding.
  • Advyzon Investment Management first reported a position in Dominion Energy in Q3 2025 and has held it in 4 quarters since.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.