Concord Asset Management (Virginia)’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
Q2
$1.62M Sell
23,669
-122
-0.5% -$7.93K 0.25% 81
2026
Q1
$1.47M Buy
23,791
+2,528
+12% +$156K 0.25% 82
2025
Q4
$1.25M Buy
21,263
+277
+1% +$16.7K 0.22% 91
2025
Q3
$1.28M Buy
20,986
+541
+3% +$32.2K 0.23% 85
2025
Q2
$1.16M Buy
20,445
+5,479
+37% +$300K 0.17% 121
2025
Q1
$798K Buy
14,966
+8,469
+130% +$466K 0.18% 101
2024
Q4
$350K Buy
6,497
+2,373
+58% +$135K 0.08% 116
2024
Q3
$238K Buy
+4,124
New +$225K 0.05% 121
2024
Q1
Sell
-4,483
Closed -$211K 137
2023
Q4
$211K Buy
+4,483
New +$200K 0.06% 129

Other funds holding D

Concord Asset Management (Virginia)'s D Position: Q2 2026 in Review

Concord Asset Management (Virginia) reduced its Dominion Energy (D) stake by 0.51% in Q2 2026, selling an estimated $7.93K and leaving 23,669 shares worth $1.62M. The position accounts for 0.25% of the portfolio, ranked #81.

Concord Asset Management (Virginia) first reported a position in D in Q4 2023 and has held it in 9 quarters since. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Concord Asset Management (Virginia) held 23,669 shares of Dominion Energy worth $1.62M as of Q2 2026.
  • Concord Asset Management (Virginia) sold 122 Dominion Energy shares in Q2 2026, an estimated $7.93K.
  • Dominion Energy made up 0.25% of Concord Asset Management (Virginia)'s portfolio in Q2 2026, its #81 holding.
  • Concord Asset Management (Virginia) first reported a position in Dominion Energy in Q4 2023 and has held it in 9 quarters since.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Concord Asset Management (Virginia)'s 13F filing for Q2 2026, filed 27 Jul 2026.