BRWA
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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
-50,000
Closed -$30.9K – 952
2026
Q1 		$30.9K Buy
50,000
+49,000
+4,900% +$3.03M ﹤0.01% 850
2025
Q4 		$58.6K Sell
1,000
-49,000
-98% -$2.95M ﹤0.01% 968
2025
Q3 		$30.6K Buy
+50,000
New +$2.97M ﹤0.01% 1027

Other funds holding D

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
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
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

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. 381 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.
  • 381 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.