Avity Investment Management’s Dominion Energy D Stock Holding History

Avity Investment 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 Q2	$328K	Buy	+4,804	New	+$312K	0.02%	100
2020 Q1	–	Sell	-4,454	Closed	-$369K	–	66
2019 Q4	$369K	Hold	4,454	–	–	0.04%	58
2019 Q3	$361K	Sell	4,454 -75	-2%	-$5.8K	0.04%	56
2019 Q2	$350K	Buy	4,529 +750	+20%	+$57.2K	0.04%	57
2019 Q1	$290K	Buy	+3,779	New	+$276K	0.04%	61
2018 Q2	–	Sell	-3,700	Closed	-$249K	–	77
2018 Q1	$249K	Hold	3,700	–	–	0.03%	63
2017 Q4	$300K	Buy	+3,700	New	+$300K	0.04%	61

Other funds holding D

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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

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

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

Avity Investment Management's D Position: Q2 2026 in Review

Avity Investment Management opened a new position in Dominion Energy (D) in Q2 2026: 4,804 shares worth $328K. The stake represents 0.02% of the portfolio and ranks #100 among its holdings. This is a return to the name: Avity Investment Management previously reported a position in D as recently as Q4 2019.

Avity Investment Management first reported a position in D in Q4 2017 and has held it in 7 quarters since. The position peaked at $369K in Q4 2019. 272 funds tracked by Wall St. Rank hold D as of Q2 2026.

Avity Investment Management held 4,804 shares of Dominion Energy worth $328K as of Q2 2026.
Dominion Energy was a new Avity Investment Management position in Q2 2026.
Dominion Energy made up 0.02% of Avity Investment Management's portfolio in Q2 2026, its #100 holding.
Avity Investment Management first reported a position in Dominion Energy in Q4 2017 and has held it in 7 quarters since.
Avity Investment Management's Dominion Energy position peaked at $369K in Q4 2019.
272 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Avity Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.