CWM
D icon

Centurion Wealth Management’s Dominion Energy D Stock Holding History

Centurion 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 		$359K Sell
5,258
-1,423
-21% -$92.5K 0.09% 199
2026
Q1 		$413K Sell
6,681
-129
-2% -$7.97K 0.09% 192
2025
Q4 		$399K Sell
6,810
-29
-0.4% -$1.75K 0.09% 188
2025
Q3 		$418K Buy
6,839
+335
+5% +$19.9K 0.1% 176
2025
Q2 		$368K Buy
6,504
+71
+1% +$3.89K 0.11% 156
2025
Q1 		$346K Hold
6,433
– – 0.11% 138
2024
Q4 		$346K Sell
6,433
-1,555
-19% -$88.7K 0.11% 138
2024
Q3 		$462K Buy
+7,988
New +$436K 0.15% 109
2024
Q1 		$484K Buy
9,839
+390
+4% +$18.2K 0.19% 89
2023
Q4 		$444K Buy
9,449
+61
+0.6% +$2.72K 0.19% 90
2023
Q3 		$419K Sell
9,388
-218
-2% -$10.8K 0.21% 84
2023
Q2 		$497K Buy
9,606
+153
+2% +$8.32K 0.24% 73
2023
Q1 		$529K Buy
9,453
+281
+3% +$16.4K 0.27% 69
2022
Q4 		$562K Buy
+9,172
New +$576K 0.32% 65

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

Centurion Wealth Management's D Position: Q2 2026 in Review

Centurion Wealth Management reduced its Dominion Energy (D) stake by 21% in Q2 2026, selling an estimated $92.5K and leaving 5,258 shares worth $359K. The position accounts for 0.09% of the portfolio, ranked #199.

Centurion Wealth Management first reported a position in D in Q4 2022 and has held it in 14 quarters since. The position peaked at $562K in Q4 2022. 251 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Centurion Wealth Management held 5,258 shares of Dominion Energy worth $359K as of Q2 2026.
  • Centurion Wealth Management sold 1,423 Dominion Energy shares in Q2 2026, an estimated $92.5K.
  • Dominion Energy made up 0.09% of Centurion Wealth Management's portfolio in Q2 2026, its #199 holding.
  • Centurion Wealth Management first reported a position in Dominion Energy in Q4 2022 and has held it in 14 quarters since.
  • Centurion Wealth Management's Dominion Energy position peaked at $562K in Q4 2022.
  • 251 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

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