Carolina Wealth Advisors’s Dominion Energy D Stock Holding History

Carolina 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	$4.78K	Hold	70	–	–	﹤0.01%	242
2026 Q1	$4.33K	Hold	70	–	–	﹤0.01%	239
2025 Q4	$4.1K	Hold	70	–	–	﹤0.01%	211
2025 Q3	$4.28K	Sell	70 -18	-20%	-$1.07K	﹤0.01%	191
2025 Q2	$4.97K	Hold	88	–	–	﹤0.01%	186
2025 Q1	$4.93K	Hold	88	–	–	﹤0.01%	191
2024 Q4	$4.74K	Hold	88	–	–	﹤0.01%	197
2024 Q3	$5.09K	Buy	+88	New	+$4.81K	﹤0.01%	228
2021 Q3	–	Sell	-49	Closed	-$4K	–	274
2021 Q2	$4K	Sell	49 -38	-44%	-$2.93K	﹤0.01%	232
2021 Q1	$7K	Buy	87 +38	+78%	+$2.76K	0.01%	222
2020 Q4	$4K	Sell	49 -73	-60%	-$5.8K	﹤0.01%	185
2020 Q3	$10K	Buy	+122	New	+$9.58K	0.01%	132

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

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

Carolina Wealth Advisors's D Position: Q2 2026 in Review

Carolina Wealth Advisors held its Dominion Energy (D) position steady in Q2 2026 at 70 shares worth $4.78K. The position accounts for ﹤0.01% of the portfolio, ranked #242.

Carolina Wealth Advisors first reported a position in D in Q3 2020 and has held it in 12 quarters since. The position peaked at $10K in Q3 2020. 329 funds tracked by Wall St. Rank hold D as of Q2 2026.

Carolina Wealth Advisors held 70 shares of Dominion Energy worth $4.78K as of Q2 2026.
Carolina Wealth Advisors left its Dominion Energy share count unchanged in Q2 2026.
Dominion Energy made up ﹤0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #242 holding.
Carolina Wealth Advisors first reported a position in Dominion Energy in Q3 2020 and has held it in 12 quarters since.
Carolina Wealth Advisors's Dominion Energy position peaked at $10K in Q3 2020.
329 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.