AC
D icon

Apella Capital’s Dominion Energy D Stock Holding History

Apella Capital’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 		$1.94M Sell
27,800
-445
-2% -$28.9K 0.03% 267
2026
Q1 		$1.76M Buy
28,245
+16,419
+139% +$1.01M 0.03% 275
2025
Q4 		$693K Sell
11,826
-137
-1% -$8.25K 0.01% 312
2025
Q3 		$725K Buy
11,963
+4,002
+50% +$238K 0.02% 282
2025
Q2 		$449K Sell
7,961
-425
-5% -$23.3K 0.01% 304
2025
Q1 		$438K Buy
8,386
+920
+12% +$50.6K 0.02% 267
2024
Q4 		$402K Sell
7,466
-207
-3% -$11.8K 0.02% 251
2024
Q3 		$448K Sell
7,673
-109
-1% -$5.96K 0.02% 225
2024
Q2 		$385K Buy
+7,782
New +$396K 0.02% 229
2022
Q4 		$211K Sell
3,444
-1,387
-29% -$87.1K 0.02% 221
2022
Q3 		$334K Buy
4,831
+87
+2% +$7.02K 0.04% 163
2022
Q2 		$379K Sell
4,744
-200
-4% -$16.5K 0.05% 165
2022
Q1 		$420K Buy
4,944
+10
+0.2% +$803 0.06% 140
2021
Q4 		$388K Buy
4,934
+1,503
+44% +$113K 0.05% 144
2021
Q3 		$251K Sell
3,431
-400
-10% -$30.5K 0.04% 179
2021
Q2 		$282K Sell
3,831
-10
-0.3% -$772 0.05% 174
2021
Q1 		$292K Hold
3,841
– – 0.09% 111
2020
Q4 		$289K Hold
3,841
– – 0.1% 110
2020
Q3 		$303K Sell
3,841
-971
-20% -$76.3K 0.12% 103
2020
Q2 		$391K Hold
4,812
– – 0.18% 84
2020
Q1 		$347K Buy
+4,812
New +$393K 0.2% 81

Other funds holding D

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Wealth Enhancement Advisory Services
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
DC
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 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

Apella Capital's D Position: Q2 2026 in Review

Apella Capital reduced its Dominion Energy (D) stake by 1.6% in Q2 2026, selling an estimated $28.9K and leaving 27,800 shares worth $1.94M. The position accounts for 0.03% of the portfolio, ranked #267.

Apella Capital first reported a position in D in Q1 2020 and has held it in 21 quarters since. 329 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Apella Capital held 27,800 shares of Dominion Energy worth $1.94M as of Q2 2026.
  • Apella Capital sold 445 Dominion Energy shares in Q2 2026, an estimated $28.9K.
  • Dominion Energy made up 0.03% of Apella Capital's portfolio in Q2 2026, its #267 holding.
  • Apella Capital first reported a position in Dominion Energy in Q1 2020 and has held it in 21 quarters since.
  • 329 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.