Avantra Family Wealth’s Dominion Energy D Stock Holding History

Avantra Family Wealth’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	$654K	Buy	+9,578	New	+$623K	0.42%	76

Other funds holding D

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FAF

Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Avantra Family Wealth's D Position: Q2 2026 in Review

Avantra Family Wealth opened a new position in Dominion Energy (D) in Q2 2026: 9,578 shares worth $654K. The stake represents 0.42% of the portfolio and ranks #76 among its holdings.

684 funds tracked by Wall St. Rank hold D as of Q2 2026.

Avantra Family Wealth held 9,578 shares of Dominion Energy worth $654K as of Q2 2026.
Dominion Energy was a new Avantra Family Wealth position in Q2 2026.
Dominion Energy made up 0.42% of Avantra Family Wealth's portfolio in Q2 2026, its #76 holding.
684 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.