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Commonwealth Financial Services’s Dominion Energy D Stock Holding History

Commonwealth Financial Services’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 		$363K Buy
5,311
+1,893
+55% +$123K 0.05% 187
2026
Q1 		$211K Sell
3,418
-19
-0.6% -$1.17K 0.03% 250
2025
Q4 		$201K Sell
3,437
-5
-0.1% -$301 0.03% 223
2025
Q3 		$211K Buy
+3,442
New +$205K 0.04% 212
2025
Q2 		– Sell
-4,217
Closed -$236K – 218
2025
Q1 		$236K Buy
4,217
+7
+0.2% +$385 0.05% 175
2024
Q4 		$227K Sell
4,210
-1,015
-19% -$57.9K 0.04% 177
2024
Q3 		$304K Buy
5,225
+416
+9% +$22.7K 0.06% 149
2024
Q2 		$237K Sell
4,809
-189
-4% -$9.63K 0.05% 168
2024
Q1 		$235K Hold
4,998
– – 0.06% 164
2023
Q4 		$235K Sell
4,998
-2,912
-37% -$130K 0.06% 164
2023
Q3 		$353K Buy
+7,910
New +$393K 0.11% 118
2017
Q1 		$78K Buy
1,004
+66
+7% +$4.99K 0.09% 83
2016
Q4 		$71K Hold
938
– – 0.07% 76
2016
Q3 		$70K Sell
938
-228
-20% -$17.4K 0.07% 70
2016
Q2 		$91K Sell
1,166
-465
-29% -$33.7K 0.11% 71
2016
Q1 		$123K Buy
1,631
+918
+129% +$64.9K 0.18% 50
2015
Q4 		$48K Hold
713
– – 0.16% 72
2015
Q3 		$50K Hold
713
– – 0.06% 75
2015
Q2 		$48K Hold
713
– – 0.05% 90
2015
Q1 		$51K Hold
713
– – 0.04% 88
2014
Q4 		$55K Buy
+713
New +$51.6K 0.05% 84

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

Commonwealth Financial Services's D Position: Q2 2026 in Review

Commonwealth Financial Services increased its Dominion Energy (D) stake by 55% in Q2 2026, buying an estimated $123K and bringing the position to 5,311 shares worth $363K. The position accounts for 0.05% of the portfolio, ranked #187.

Commonwealth Financial Services first reported a position in D in Q4 2014 and has held it in 21 quarters since. 251 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Commonwealth Financial Services held 5,311 shares of Dominion Energy worth $363K as of Q2 2026.
  • Commonwealth Financial Services bought 1,893 Dominion Energy shares in Q2 2026, an estimated $123K.
  • Dominion Energy made up 0.05% of Commonwealth Financial Services's portfolio in Q2 2026, its #187 holding.
  • Commonwealth Financial Services first reported a position in Dominion Energy in Q4 2014 and has held it in 21 quarters since.
  • 251 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.