Brown Miller Wealth Management’s Dominion Energy D Stock Holding History

Brown Miller Wealth 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	$381K	Sell	5,578 -507	-8%	-$33K	0.1%	151
2026 Q1	$376K	Buy	6,085 +291	+5%	+$18K	0.11%	145
2025 Q4	$339K	Buy	5,794 +151	+3%	+$9.1K	0.09%	149
2025 Q3	$345K	Sell	5,643 -357	-6%	-$21.2K	0.1%	151
2025 Q2	$339K	Buy	6,000 +14	+0.2%	+$767	0.11%	148
2025 Q1	$336K	Buy	5,986 +13	+0.2%	+$715	0.12%	133
2024 Q4	$322K	Buy	5,973 +13	+0.2%	+$742	0.12%	89
2024 Q3	$344K	Buy	5,960 +12	+0.2%	+$656	0.13%	91
2024 Q2	$291K	Sell	5,948 -186	-3%	-$9.48K	0.12%	102
2024 Q1	$302K	Buy	6,134 +1,118	+22%	+$52.2K	0.13%	102
2023 Q4	$236K	Sell	5,016 -895	-15%	-$40K	0.12%	116
2023 Q3	$264K	Sell	5,911 -1,507	-20%	-$74.8K	0.15%	105
2023 Q2	$384K	Sell	7,418 -45	-0.6%	-$2.45K	0.21%	86
2023 Q1	$417K	Sell	7,463 -245	-3%	-$14.3K	0.25%	73
2022 Q4	$473K	Sell	7,708 -1,606	-17%	-$101K	0.3%	70
2022 Q3	$643K	Sell	9,314 -1,535	-14%	-$124K	0.46%	55
2022 Q2	$865K	Sell	10,849 -112	-1%	-$9.25K	0.59%	49
2022 Q1	$931K	Sell	10,961 -434	-4%	-$34.9K	0.54%	51
2021 Q4	$895K	Sell	11,395 -1,162	-9%	-$87.4K	0.51%	51
2021 Q3	$916K	Buy	12,557 +15	+0.1%	+$1.14K	0.57%	50
2021 Q2	$922K	Buy	12,542 +16	+0.1%	+$1.24K	0.59%	46
2021 Q1	$952K	Sell	12,526 -1,061	-8%	-$77.1K	0.67%	44
2020 Q4	$1.02M	Buy	+13,587	New	+$1.08M	0.77%	38

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

Brown Miller Wealth Management's D Position: Q2 2026 in Review

Brown Miller Wealth Management reduced its Dominion Energy (D) stake by 8.3% in Q2 2026, selling an estimated $33K and leaving 5,578 shares worth $381K. The position accounts for 0.1% of the portfolio, ranked #151.

Brown Miller Wealth Management first reported a position in D in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.02M in Q4 2020. 452 funds tracked by Wall St. Rank hold D as of Q2 2026.

Brown Miller Wealth Management held 5,578 shares of Dominion Energy worth $381K as of Q2 2026.
Brown Miller Wealth Management sold 507 Dominion Energy shares in Q2 2026, an estimated $33K.
Dominion Energy made up 0.1% of Brown Miller Wealth Management's portfolio in Q2 2026, its #151 holding.
Brown Miller Wealth Management first reported a position in Dominion Energy in Q4 2020 and has held it in 23 quarters since.
Brown Miller Wealth Management's Dominion Energy position peaked at $1.02M in Q4 2020.
452 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.