Aprio Wealth Management
D icon

Aprio Wealth Management’s Dominion Energy D Stock Holding History

Aprio 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
Q3 		$499K Sell
8,238
-157
-2% -$10.5K 0.02% 407
2026
Q2 		$573K Buy
8,395
+1,989
+31% +$129K 0.03% 349
2026
Q1 		$396K Sell
6,406
-104
-2% -$6.42K 0.02% 420
2025
Q4 		$381K Buy
6,510
+604
+10% +$36.4K 0.02% 370
2025
Q3 		$361K Buy
+5,906
New +$351K 0.04% 285

Other funds holding D

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Aprio Wealth Management's D Position: Q3 2026 in Review

Aprio Wealth Management reduced its Dominion Energy (D) stake by 1.9% in Q3 2026, selling an estimated $10.5K and leaving 8,238 shares worth $499K. The position accounts for 0.02% of the portfolio, ranked #407.

Aprio Wealth Management first reported a position in D in Q3 2025 and has held it in 5 quarters since. The position peaked at $573K in Q2 2026. 645 funds tracked by Wall St. Rank hold D as of Q3 2026.

  • Aprio Wealth Management held 8,238 shares of Dominion Energy worth $499K as of Q3 2026.
  • Aprio Wealth Management sold 157 Dominion Energy shares in Q3 2026, an estimated $10.5K.
  • Dominion Energy made up 0.02% of Aprio Wealth Management's portfolio in Q3 2026, its #407 holding.
  • Aprio Wealth Management first reported a position in Dominion Energy in Q3 2025 and has held it in 5 quarters since.
  • Aprio Wealth Management's Dominion Energy position peaked at $573K in Q2 2026.
  • 645 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.