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 Q3	$422K	Buy	6,805 +27	+0.4%	+$1.81K	0.08%	183
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

OGC

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return

Castle Rock Wealth Management's D Position: Q3 2026 in Review

Castle Rock Wealth Management increased its Dominion Energy (D) stake by 0.4% in Q3 2026, buying an estimated $1.81K and bringing the position to 6,805 shares worth $422K. The position accounts for 0.08% of the portfolio, ranked #183.

Castle Rock Wealth Management first reported a position in D in Q4 2017 and has held it in 6 quarters since. The position peaked at $459K in Q2 2026. 158 funds tracked by Wall St. Rank hold D as of Q3 2026.

Castle Rock Wealth Management held 6,805 shares of Dominion Energy worth $422K as of Q3 2026.
Castle Rock Wealth Management bought 27 Dominion Energy shares in Q3 2026, an estimated $1.81K.
Dominion Energy made up 0.08% of Castle Rock Wealth Management's portfolio in Q3 2026, its #183 holding.
Castle Rock Wealth Management first reported a position in Dominion Energy in Q4 2017 and has held it in 6 quarters since.
Castle Rock Wealth Management's Dominion Energy position peaked at $459K in Q2 2026.
158 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Castle Rock Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.