Burkett Financial Services’s Dominion Energy D Stock Holding History

Burkett Financial Services’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	$114K	Sell	1,663 -1,749	-51%	-$114K	0.04%	67
2026 Q1	$211K	Buy	3,412 +37	+1%	+$2.29K	0.07%	47
2025 Q4	$198K	Buy	3,375 +907	+37%	+$54.6K	0.07%	54
2025 Q3	$151K	Buy	2,468 +27	+1%	+$1.6K	0.05%	59
2025 Q2	$138K	Buy	2,441 +29	+1%	+$1.59K	0.05%	57
2025 Q1	$135K	Buy	2,412 +29	+1%	+$1.59K	0.06%	56
2024 Q4	$128K	Buy	2,383 +29	+1%	+$1.65K	0.05%	57
2024 Q3	$136K	Buy	2,354 +27	+1%	+$1.48K	0.06%	53
2024 Q2	$114K	Buy	2,327 +30	+1%	+$1.53K	0.06%	52
2024 Q1	$113K	Buy	2,297 +31	+1%	+$1.45K	0.06%	57
2023 Q4	$106K	Buy	+2,266	New	+$101K	0.06%	57

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) 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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Burkett Financial Services's D Position: Q2 2026 in Review

Burkett Financial Services reduced its Dominion Energy (D) stake by 51% in Q2 2026, selling an estimated $114K and leaving 1,663 shares worth $114K. The position accounts for 0.04% of the portfolio, ranked #67.

Burkett Financial Services first reported a position in D in Q4 2023 and has held it in 11 quarters since. The position peaked at $211K in Q1 2026. 373 funds tracked by Wall St. Rank hold D as of Q2 2026.

Burkett Financial Services held 1,663 shares of Dominion Energy worth $114K as of Q2 2026.
Burkett Financial Services sold 1,749 Dominion Energy shares in Q2 2026, an estimated $114K.
Dominion Energy made up 0.04% of Burkett Financial Services's portfolio in Q2 2026, its #67 holding.
Burkett Financial Services first reported a position in Dominion Energy in Q4 2023 and has held it in 11 quarters since.
Burkett Financial Services's Dominion Energy position peaked at $211K in Q1 2026.
373 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.