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Aspiriant LLC’s Dominion Energy D Stock Holding History

Aspiriant LLC’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 		$200K Buy
+2,930
New +$191K ﹤0.01% 390
2025
Q4 		– Sell
-5,726
Closed -$350K – 323
2025
Q3 		$350K Sell
5,726
-68
-1% -$4.04K 0.01% 232
2025
Q2 		$327K Sell
5,794
-17
-0.3% -$931 0.01% 241
2025
Q1 		$326K Buy
5,811
+68
+1% +$3.74K 0.01% 229
2024
Q4 		$309K Sell
5,743
-6
-0.1% -$342 0.01% 233
2024
Q3 		$332K Buy
5,749
+4
+0.1% +$219 0.01% 223
2024
Q2 		$282K Sell
5,745
-870
-13% -$44.3K 0.01% 240
2024
Q1 		$325K Buy
6,615
+127
+2% +$5.93K 0.01% 234
2023
Q4 		$305K Buy
6,488
+183
+3% +$8.17K 0.01% 238
2023
Q3 		$282K Buy
6,305
+231
+4% +$11.5K 0.01% 233
2023
Q2 		$315K Hold
6,074
– – 0.02% 214
2023
Q1 		$340K Sell
6,074
-10
-0.2% -$585 0.02% 205
2022
Q4 		$373K Sell
6,084
-120
-2% -$7.54K 0.02% 198
2022
Q3 		$429K Sell
6,204
-38
-0.6% -$3.07K 0.02% 182
2022
Q2 		$498K Buy
6,242
+937
+18% +$77.4K 0.02% 166
2022
Q1 		$450K Buy
5,305
+447
+9% +$35.9K 0.02% 183
2021
Q4 		$382K Buy
4,858
+105
+2% +$7.9K 0.02% 200
2021
Q3 		$348K Hold
4,753
– – 0.02% 183
2021
Q2 		$349K Buy
4,753
+737
+18% +$56.9K 0.02% 188
2021
Q1 		$305K Buy
4,016
+1,189
+42% +$86.4K 0.02% 178
2020
Q4 		$212K Sell
2,827
-5,273
-65% -$419K 0.01% 196
2020
Q3 		$639K Buy
8,100
+5,374
+197% +$422K 0.05% 136
2020
Q2 		$221K Sell
2,726
-60
-2% -$4.81K 0.02% 171
2020
Q1 		$200K Buy
2,786
+60
+2% +$4.9K 0.02% 181
2019
Q4 		$225K Hold
2,726
– – 0.02% 189
2019
Q3 		$221K Hold
2,726
– – 0.02% 203
2019
Q2 		$211K Sell
2,726
-33
-1% -$2.52K 0.02% 216
2019
Q1 		$212K Buy
+2,759
New +$201K 0.02% 214
2018
Q4 		– Sell
-3,904
Closed -$274K – 228
2018
Q3 		$274K Buy
+3,904
New +$276K 0.02% 202
2018
Q2 		– Sell
-3,496
Closed -$236K – 249
2018
Q1 		$236K Buy
+3,496
New +$258K 0.02% 218

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
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

Aspiriant LLC's D Position: Q2 2026 in Review

Aspiriant LLC opened a new position in Dominion Energy (D) in Q2 2026: 2,930 shares worth $200K. The stake represents ﹤0.01% of the portfolio and ranks #390 among its holdings. This is a return to the name: Aspiriant LLC previously reported a position in D as recently as Q3 2025.

Aspiriant LLC first reported a position in D in Q1 2018 and has held it in 30 quarters since. The position peaked at $639K in Q3 2020. 296 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Aspiriant LLC held 2,930 shares of Dominion Energy worth $200K as of Q2 2026.
  • Dominion Energy was a new Aspiriant LLC position in Q2 2026.
  • Dominion Energy made up ﹤0.01% of Aspiriant LLC's portfolio in Q2 2026, its #390 holding.
  • Aspiriant LLC first reported a position in Dominion Energy in Q1 2018 and has held it in 30 quarters since.
  • Aspiriant LLC's Dominion Energy position peaked at $639K in Q3 2020.
  • 296 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.