Castle Rock Wealth Management’s Dominion Energy D Stock Holding History

Castle Rock 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	$459K	Sell	6,778 -152	-2%	-$9.88K	0.09%	176
2026 Q1	$435K	Buy	6,930 +45	+0.7%	+$2.78K	0.09%	171
2025 Q4	$422K	Buy	6,885 +177	+3%	+$10.7K	0.09%	172
2025 Q3	$410K	Buy	+6,708	New	+$399K	0.09%	176
2018 Q1	–	Sell	-2,778	Closed	-$225K	–	107
2017 Q4	$225K	Buy	+2,778	New	+$225K	0.44%	89

Other funds holding D

PensionDanmark Copenhagen O, Denmark $12B AUM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

Bill Few Associates Pittsburgh, Pennsylvania $468M AUM 25.45% 1-Year Est. Return