Centurion Wealth Management’s Dominion Energy D Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$318K Hold
5,258
– – 0.08% 212
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

Centurion Wealth Management's D Position: Q3 2026 in Review

Centurion Wealth Management held its Dominion Energy (D) position steady in Q3 2026 at 5,258 shares worth $318K. The position accounts for 0.08% of the portfolio, ranked #212.

Centurion Wealth Management first reported a position in D in Q4 2022 and has held it in 15 quarters since. The position peaked at $562K in Q4 2022. 358 funds tracked by Wall St. Rank hold D as of Q3 2026.

  • Centurion Wealth Management held 5,258 shares of Dominion Energy worth $318K as of Q3 2026.
  • Centurion Wealth Management left its Dominion Energy share count unchanged in Q3 2026.
  • Dominion Energy made up 0.08% of Centurion Wealth Management's portfolio in Q3 2026, its #212 holding.
  • Centurion Wealth Management first reported a position in Dominion Energy in Q4 2022 and has held it in 15 quarters since.
  • Centurion Wealth Management's Dominion Energy position peaked at $562K in Q4 2022.
  • 358 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

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