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Centennial Wealth Advisory’s Dominion Energy D Stock Holding History

Centennial Wealth Advisory’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 		$830K Sell
12,154
-2,554
-17% -$166K 0.18% 81
2026
Q1 		$909K Buy
14,708
+2,335
+19% +$144K 0.22% 62
2025
Q4 		$725K Buy
12,373
+579
+5% +$34.9K 0.19% 73
2025
Q3 		$721K Buy
11,794
+999
+9% +$59.4K 0.2% 68
2025
Q2 		$610K Buy
10,795
+610
+6% +$33.4K 0.19% 70
2025
Q1 		$571K Buy
10,185
+1,653
+19% +$90.9K 0.21% 62
2024
Q4 		$460K Buy
8,532
+893
+12% +$50.9K 0.18% 71
2024
Q3 		$441K Buy
7,639
+258
+3% +$14.1K 0.17% 73
2024
Q2 		$362K Buy
7,381
+199
+3% +$10.1K 0.16% 83
2024
Q1 		$353K Buy
7,182
+184
+3% +$8.6K 0.16% 86
2023
Q4 		$329K Sell
6,998
-680
-9% -$30.4K 0.17% 93
2023
Q3 		$343K Sell
7,678
-54
-0.7% -$2.68K 0.18% 83
2023
Q2 		$400K Buy
+7,732
New +$420K 0.21% 69
2022
Q3 		– Sell
-5,621
Closed -$449K – 116
2022
Q2 		$449K Buy
5,621
+2,507
+81% +$207K 0.25% 58
2022
Q1 		$265K Buy
3,114
+529
+20% +$42.5K 0.14% 77
2021
Q4 		$203K Buy
+2,585
New +$195K 0.11% 92

Other funds holding D

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Wealth Enhancement Advisory Services
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
DC
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
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
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Centennial Wealth Advisory's D Position: Q2 2026 in Review

Centennial Wealth Advisory reduced its Dominion Energy (D) stake by 17% in Q2 2026, selling an estimated $166K and leaving 12,154 shares worth $830K. The position accounts for 0.18% of the portfolio, ranked #81.

Centennial Wealth Advisory first reported a position in D in Q4 2021 and has held it in 16 quarters since. The position peaked at $909K in Q1 2026. 251 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Centennial Wealth Advisory held 12,154 shares of Dominion Energy worth $830K as of Q2 2026.
  • Centennial Wealth Advisory sold 2,554 Dominion Energy shares in Q2 2026, an estimated $166K.
  • Dominion Energy made up 0.18% of Centennial Wealth Advisory's portfolio in Q2 2026, its #81 holding.
  • Centennial Wealth Advisory first reported a position in Dominion Energy in Q4 2021 and has held it in 16 quarters since.
  • Centennial Wealth Advisory's Dominion Energy position peaked at $909K in Q1 2026.
  • 251 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Centennial Wealth Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.