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B. Riley Wealth Advisors’s Dominion Energy D Stock Holding History

B. Riley Wealth Advisors’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 		– Sell
-5,921
Closed -$366K – 953
2026
Q1 		$366K Sell
5,921
-1,757
-23% -$109K 0.02% 522
2025
Q4 		$450K Buy
7,678
+620
+9% +$37.4K 0.02% 565
2025
Q3 		$432K Sell
7,058
-1,357
-16% -$80.7K 0.02% 583
2025
Q2 		$476K Buy
+8,415
New +$461K 0.02% 543
2024
Q4 		$2.05M Sell
38,086
-1,762
-4% -$101K 0.07% 275
2024
Q3 		$2.31M Buy
39,848
+2,177
+6% +$119K 0.06% 287
2024
Q2 		$1.85M Sell
37,671
-11,414
-23% -$582K 0.05% 365
2024
Q1 		$2.19M Buy
49,085
+16,336
+50% +$763K 0.06% 321
2023
Q4 		$1.54M Sell
32,749
-16,336
-33% -$729K 0.04% 418
2023
Q3 		$2.19M Buy
49,085
+4,208
+9% +$209K 0.06% 321
2023
Q2 		$2.32M Buy
44,877
+4,819
+12% +$262K 0.05% 329
2023
Q1 		$2.24M Buy
40,058
+5,946
+17% +$348K 0.06% 316
2022
Q4 		$2.09M Sell
34,112
-3,420
-9% -$215K 0.06% 325
2022
Q3 		$2.59M Buy
37,532
+22,105
+143% +$1.78M 0.08% 252
2022
Q2 		$1.23M Sell
15,427
-4,952
-24% -$409K 0.05% 346
2022
Q1 		$1.73M Buy
20,379
+1,242
+6% +$99.8K 0.06% 334
2021
Q4 		$1.5M Sell
19,137
-362
-2% -$27.2K 0.04% 422
2021
Q3 		$1.42M Sell
19,499
-249
-1% -$19K 0.05% 417
2021
Q2 		$1.45M Sell
19,748
-113
-0.6% -$8.72K 0.05% 411
2021
Q1 		$1.51M Buy
19,861
+8,491
+75% +$617K 0.05% 378
2020
Q4 		$856K Buy
11,370
+2,425
+27% +$193K 0.05% 374
2020
Q3 		$710K Sell
8,945
-7,246
-45% -$569K 0.04% 407
2020
Q2 		$1.31M Sell
16,191
-1,732
-10% -$139K 0.09% 229
2020
Q1 		$1.29M Sell
17,923
-901
-5% -$73.6K 0.11% 190
2019
Q4 		$1.56M Buy
18,824
+3,396
+22% +$277K 0.13% 173
2019
Q3 		$1.25M Buy
15,428
+430
+3% +$33.3K 0.12% 191
2019
Q2 		$1.16M Buy
14,998
+2,258
+18% +$172K 0.13% 183
2019
Q1 		$975K Buy
12,740
+629
+5% +$45.9K 0.12% 188
2018
Q4 		$866K Buy
12,111
+897
+8% +$65.5K 0.12% 178
2018
Q3 		$789K Sell
11,214
-485
-4% -$34.3K 0.09% 229
2018
Q2 		$798K Buy
11,699
+2,075
+22% +$135K 0.11% 211
2018
Q1 		$650K Buy
9,624
+553
+6% +$40.8K 0.09% 242
2017
Q4 		$736K Buy
9,071
+352
+4% +$28.5K 0.1% 229
2017
Q3 		$671K Buy
8,719
+2,058
+31% +$160K 0.11% 201
2017
Q2 		$511K Sell
6,661
-546
-8% -$42.9K 0.09% 247
2017
Q1 		$560K Sell
7,207
-659
-8% -$49.9K 0.11% 215
2016
Q4 		$603K Sell
7,866
-364
-4% -$26.8K 0.12% 204
2016
Q3 		$612K Buy
8,230
+20
+0.2% +$1.52K 0.12% 209
2016
Q2 		$640K Buy
8,210
+81
+1% +$5.88K 0.13% 202
2016
Q1 		$611K Sell
8,129
-237
-3% -$16.8K 0.14% 181
2015
Q4 		$566K Buy
8,366
+172
+2% +$11.9K 0.11% 211
2015
Q3 		$577K Buy
8,194
+1,371
+20% +$96.3K 0.14% 206
2015
Q2 		$457K Sell
6,823
-183
-3% -$12.9K 0.11% 227
2015
Q1 		$497K Sell
7,006
-4,629
-40% -$343K 0.12% 225
2014
Q4 		$4.96K Buy
11,635
+5,986
+106% +$433K 0.11% 248
2014
Q3 		$390K Sell
5,649
-6,258
-53% -$432K 0.1% 267
2014
Q2 		$475K Buy
11,907
+5,661
+91% +$397K 0.11% 204
2014
Q1 		$443K Buy
6,246
+732
+13% +$50K 0.13% 172
2013
Q4 		$357K Sell
5,514
-22
-0.4% -$1.42K 0.11% 199
2013
Q3 		$346K Sell
5,536
-820
-13% -$48.6K 0.12% 196
2013
Q2 		$361K Buy
+6,356
New +$372K 0.12% 193

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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 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

B. Riley Wealth Advisors's D Position: Q2 2026 in Review

B. Riley Wealth Advisors sold out of Dominion Energy (D) in Q2 2026, closing a stake of 5,921 shares — an estimated $366K sold.

B. Riley Wealth Advisors first reported a position in D in Q2 2013 and held it in 51 quarters. The position peaked at $2.59M in Q3 2022. 339 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • B. Riley Wealth Advisors reported no remaining Dominion Energy position as of Q2 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 5,921 Dominion Energy shares in Q2 2026, an estimated $366K.
  • B. Riley Wealth Advisors first reported a position in Dominion Energy in Q2 2013 and held it in 51 quarters.
  • B. Riley Wealth Advisors's Dominion Energy position peaked at $2.59M in Q3 2022.
  • 339 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.