Alliance Wealth Advisors (Pennsylvania)’s Dominion Energy D Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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	$286K	Hold	4,184	–	–	0.09%	135
2026 Q1	$259K	Buy	4,184 +50	+1%	+$3.09K	0.11%	136
2025 Q4	$242K	Hold	4,134	–	–	0.11%	143
2025 Q3	$253K	Buy	4,134 +86	+2%	+$5.11K	0.11%	136
2025 Q2	$229K	Hold	4,048	–	–	0.12%	136
2025 Q1	$227K	Sell	4,048 -150	-4%	-$8.25K	0.13%	133
2024 Q4	$226K	Hold	4,198	–	–	0.13%	134
2024 Q3	$243K	Hold	4,198	–	–	0.14%	127
2024 Q2	$206K	Hold	4,198	–	–	0.13%	129
2024 Q1	$207K	Buy	+4,198	New	+$196K	0.13%	126
2023 Q4	–	Sell	-7,505	Closed	-$335K	–	130
2023 Q3	$335K	Sell	7,505 -60	-0.8%	-$2.98K	0.24%	83
2023 Q2	$392K	Sell	7,565 -429	-5%	-$23.3K	0.28%	72
2023 Q1	$447K	Buy	7,994 +451	+6%	+$26.4K	0.34%	60
2022 Q4	$463K	Sell	7,543 -183	-2%	-$11.5K	0.39%	56
2022 Q3	$534K	Sell	7,726 -111	-1%	-$8.96K	0.5%	46
2022 Q2	$625K	Hold	7,837	–	–	0.54%	43
2022 Q1	$666K	Buy	7,837 +67	+0.9%	+$5.38K	0.55%	44
2021 Q4	$610K	Hold	7,770	–	–	0.5%	49
2021 Q3	$567K	Sell	7,770 -182	-2%	-$13.9K	0.5%	52
2021 Q2	$585K	Sell	7,952 -43	-0.5%	-$3.32K	0.53%	49
2021 Q1	$607K	Buy	7,995 +629	+9%	+$45.7K	0.6%	46
2020 Q4	$554K	Buy	+7,366	New	+$585K	0.58%	45

Other funds holding D

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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

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

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s D Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) held its Dominion Energy (D) position steady in Q2 2026 at 4,184 shares worth $286K. The position accounts for 0.09% of the portfolio, ranked #135.

Alliance Wealth Advisors (Pennsylvania) first reported a position in D in Q4 2020 and has held it in 22 quarters since. The position peaked at $666K in Q1 2022. 251 funds tracked by Wall St. Rank hold D as of Q2 2026.

Alliance Wealth Advisors (Pennsylvania) held 4,184 shares of Dominion Energy worth $286K as of Q2 2026.
Alliance Wealth Advisors (Pennsylvania) left its Dominion Energy share count unchanged in Q2 2026.
Dominion Energy made up 0.09% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #135 holding.
Alliance Wealth Advisors (Pennsylvania) first reported a position in Dominion Energy in Q4 2020 and has held it in 22 quarters since.
Alliance Wealth Advisors (Pennsylvania)'s Dominion Energy position peaked at $666K in Q1 2022.
251 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.