Atwood & Palmer’s Dominion Energy D Stock Holding History

Atwood & Palmer’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	$68.3K	Hold	1,000	–	–	﹤0.01%	227
2026 Q1	$61.8K	Hold	1,000	–	–	﹤0.01%	236
2025 Q4	$58.6K	Hold	1,000	–	–	﹤0.01%	227
2025 Q3	$61.2K	Hold	1,000	–	–	﹤0.01%	229
2025 Q2	$56.5K	Hold	1,000	–	–	﹤0.01%	231
2025 Q1	$56.1K	Hold	1,000	–	–	﹤0.01%	217
2024 Q4	$53.9K	Hold	1,000	–	–	﹤0.01%	217
2024 Q3	$57.8K	Hold	1,000	–	–	﹤0.01%	214
2024 Q2	$49K	Hold	1,000	–	–	﹤0.01%	225
2024 Q1	$49.2K	Hold	1,000	–	–	﹤0.01%	212
2023 Q4	$47K	Hold	1,000	–	–	﹤0.01%	220
2023 Q3	$44.7K	Hold	1,000	–	–	﹤0.01%	216
2023 Q2	$51.8K	Hold	1,000	–	–	﹤0.01%	218
2023 Q1	$55.9K	Hold	1,000	–	–	0.01%	201
2022 Q4	$61.3K	Hold	1,000	–	–	0.01%	202
2022 Q3	$69K	Hold	1,000	–	–	0.01%	188
2022 Q2	$80K	Hold	1,000	–	–	0.01%	182
2022 Q1	$85K	Sell	1,000 -32	-3%	-$2.57K	0.01%	188
2021 Q4	$81K	Hold	1,032	–	–	0.01%	198
2021 Q3	$75K	Buy	1,032 +32	+3%	+$2.44K	0.01%	198
2021 Q2	$74K	Sell	1,000 -189	-16%	-$14.6K	0.01%	199
2021 Q1	$90K	Buy	1,189 +189	+19%	+$13.7K	0.01%	186
2020 Q4	$75K	Sell	1,000 -100	-9%	-$7.95K	0.01%	184
2020 Q3	$87K	Hold	1,100	–	–	0.01%	165
2020 Q2	$89K	Hold	1,100	–	–	0.01%	161
2020 Q1	$79K	Hold	1,100	–	–	0.01%	160
2019 Q4	$91K	Hold	1,100	–	–	0.01%	162
2019 Q3	$89K	Hold	1,100	–	–	0.01%	168
2019 Q2	$85K	Hold	1,100	–	–	0.01%	161
2019 Q1	$84K	Hold	1,100	–	–	0.01%	160
2018 Q4	$79K	Hold	1,100	–	–	0.01%	159
2018 Q3	$77K	Hold	1,100	–	–	0.01%	166
2018 Q2	$75K	Hold	1,100	–	–	0.01%	164
2018 Q1	$74K	Sell	1,100 -100	-8%	-$7.38K	0.01%	164
2017 Q4	$97K	Hold	1,200	–	–	0.01%	156
2017 Q3	$92K	Sell	1,200 -167	-12%	-$13K	0.01%	156
2017 Q2	$105K	Hold	1,367	–	–	0.02%	151
2017 Q1	$106K	Sell	1,367 -300	-18%	-$22.7K	0.02%	145
2016 Q4	$128K	Hold	1,667	–	–	0.02%	127
2016 Q3	$124K	Hold	1,667	–	–	0.02%	135
2016 Q2	$130K	Hold	1,667	–	–	0.02%	135
2016 Q1	$125K	Hold	1,667	–	–	0.02%	133
2015 Q4	$113K	Hold	1,667	–	–	0.02%	151
2015 Q3	$117K	Sell	1,667 -66	-4%	-$4.64K	0.02%	145
2015 Q2	$116K	Hold	1,733	–	–	0.02%	150
2015 Q1	$123K	Buy	1,733 +1,533	+767%	+$114K	0.02%	143
2014 Q4	$16K	Sell	200 -1,600	-89%	-$116K	﹤0.01%	266
2014 Q3	$124K	Buy	1,800 +200	+13%	+$13.8K	0.02%	153
2014 Q2	$114K	Buy	+1,600	New	+$112K	0.03%	150

Other funds holding D

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

Atwood & Palmer's D Position: Q2 2026 in Review

Atwood & Palmer held its Dominion Energy (D) position steady in Q2 2026 at 1,000 shares worth $68.3K. The position accounts for ﹤0.01% of the portfolio, ranked #227.

Atwood & Palmer first reported a position in D in Q2 2014 and has held it in 49 quarters since. The position peaked at $130K in Q2 2016. 452 funds tracked by Wall St. Rank hold D as of Q2 2026.

Atwood & Palmer held 1,000 shares of Dominion Energy worth $68.3K as of Q2 2026.
Atwood & Palmer left its Dominion Energy share count unchanged in Q2 2026.
Dominion Energy made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #227 holding.
Atwood & Palmer first reported a position in Dominion Energy in Q2 2014 and has held it in 49 quarters since.
Atwood & Palmer's Dominion Energy position peaked at $130K in Q2 2016.
452 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.