Centennial Wealth Advisory
D icon

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
Q3 		$766K Buy
12,654
+500
+4% +$33.6K 0.16% 93
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

Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Oak Grove Capital
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Kanawha Capital Management
Kanawha Capital Management Richmond, Virginia $1.56B AUM 15.07% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

Centennial Wealth Advisory's D Position: Q3 2026 in Review

Centennial Wealth Advisory increased its Dominion Energy (D) stake by 4.1% in Q3 2026, buying an estimated $33.6K and bringing the position to 12,654 shares worth $766K. The position accounts for 0.16% of the portfolio, ranked #93.

Centennial Wealth Advisory first reported a position in D in Q4 2021 and has held it in 17 quarters since. The position peaked at $909K in Q1 2026. 324 funds tracked by Wall St. Rank hold D as of Q3 2026.

  • Centennial Wealth Advisory held 12,654 shares of Dominion Energy worth $766K as of Q3 2026.
  • Centennial Wealth Advisory bought 500 Dominion Energy shares in Q3 2026, an estimated $33.6K.
  • Dominion Energy made up 0.16% of Centennial Wealth Advisory's portfolio in Q3 2026, its #93 holding.
  • Centennial Wealth Advisory first reported a position in Dominion Energy in Q4 2021 and has held it in 17 quarters since.
  • Centennial Wealth Advisory's Dominion Energy position peaked at $909K in Q1 2026.
  • 324 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Centennial Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.