CWA
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CJM Wealth Advisers’s Dominion Energy D Stock Holding History

CJM Wealth Advisers’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 		$296K Sell
4,332
-181
-4% -$11.8K 0.08% 65
2026
Q1 		$279K Buy
4,513
+221
+5% +$13.7K 0.09% 64
2025
Q4 		$251K Sell
4,292
-73
-2% -$4.4K 0.08% 65
2025
Q3 		$267K Buy
4,365
+21
+0.5% +$1.25K 0.08% 60
2025
Q2 		$246K Buy
4,344
+27
+0.6% +$1.48K 0.08% 61
2025
Q1 		$242K Buy
4,317
+23
+0.5% +$1.26K 0.09% 60
2024
Q4 		$231K Sell
4,294
-410
-9% -$23.4K 0.08% 64
2024
Q3 		$272K Buy
4,704
+271
+6% +$14.8K 0.09% 56
2024
Q2 		$213K Sell
4,433
-296
-6% -$15.1K 0.08% 60
2024
Q1 		$233K Sell
4,729
-308
-6% -$14.4K 0.09% 59
2023
Q4 		$237K Buy
5,037
+8
+0.2% +$357 0.1% 53
2023
Q3 		$225K Buy
+5,029
New +$250K 0.11% 52
2023
Q2 		– Sell
-3,635
Closed -$203K – 54
2023
Q1 		$203K Buy
3,635
+7
+0.2% +$410 0.12% 57
2022
Q4 		$222K Buy
3,628
+7
+0.2% +$440 0.14% 51
2022
Q3 		$250K Sell
3,621
-61
-2% -$4.92K 0.18% 44
2022
Q2 		$294K Buy
3,682
+88
+2% +$7.27K 0.2% 43
2022
Q1 		$305K Buy
+3,594
New +$289K 0.21% 46

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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 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

CJM Wealth Advisers's D Position: Q2 2026 in Review

CJM Wealth Advisers reduced its Dominion Energy (D) stake by 4% in Q2 2026, selling an estimated $11.8K and leaving 4,332 shares worth $296K. The position accounts for 0.08% of the portfolio, ranked #65.

CJM Wealth Advisers first reported a position in D in Q1 2022 and has held it in 17 quarters since. The position peaked at $305K in Q1 2022. 329 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • CJM Wealth Advisers held 4,332 shares of Dominion Energy worth $296K as of Q2 2026.
  • CJM Wealth Advisers sold 181 Dominion Energy shares in Q2 2026, an estimated $11.8K.
  • Dominion Energy made up 0.08% of CJM Wealth Advisers's portfolio in Q2 2026, its #65 holding.
  • CJM Wealth Advisers first reported a position in Dominion Energy in Q1 2022 and has held it in 17 quarters since.
  • CJM Wealth Advisers's Dominion Energy position peaked at $305K in Q1 2022.
  • 329 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on CJM Wealth Advisers's 13F filing for Q2 2026, filed 17 Jul 2026.