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Confluence Wealth Services’s Dominion Energy D Stock Holding History

Confluence Wealth 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 		$1.29M Buy
18,843
+5,730
+44% +$373K 0.04% 196
2026
Q1 		$811K Buy
13,113
+107
+0.8% +$6.61K 0.03% 217
2025
Q4 		$762K Buy
13,006
+82
+0.6% +$4.94K 0.03% 217
2025
Q3 		$791K Sell
12,924
-993
-7% -$59K 0.04% 204
2025
Q2 		$787K Sell
13,917
-1,540
-10% -$84.4K 0.04% 200
2025
Q1 		$824K Buy
15,457
+4,294
+38% +$236K 0.05% 176
2024
Q4 		$594K Buy
11,163
+4,613
+70% +$263K 0.04% 201
2024
Q3 		$378K Buy
6,550
+1,425
+28% +$77.9K 0.03% 254
2024
Q2 		$251K Sell
5,125
-825
-14% -$42K 0.02% 330
2024
Q1 		$293K Sell
5,950
-2,242
-27% -$105K 0.03% 271
2023
Q4 		$385K Sell
8,192
-419
-5% -$18.7K 0.04% 210
2023
Q3 		$385K Buy
8,611
+364
+4% +$18.1K 0.08% 184
2023
Q2 		$427K Sell
8,247
-110
-1% -$5.98K 0.09% 174
2023
Q1 		$467K Sell
8,357
-253
-3% -$14.8K 0.11% 147
2022
Q4 		$528K Sell
8,610
-1,877
-18% -$118K 0.14% 129
2022
Q3 		$724K Sell
10,487
-40
-0.4% -$3.23K 0.31% 92
2022
Q2 		$860K Buy
10,527
+1,839
+21% +$152K 0.38% 92
2022
Q1 		$738K Sell
8,688
-6
-0.1% -$482 0.27% 104
2021
Q4 		$683K Buy
+8,694
New +$654K 0.22% 111

Other funds holding D

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

Confluence Wealth Services's D Position: Q2 2026 in Review

Confluence Wealth Services increased its Dominion Energy (D) stake by 44% in Q2 2026, buying an estimated $373K and bringing the position to 18,843 shares worth $1.29M. The position accounts for 0.04% of the portfolio, ranked #196.

Confluence Wealth Services first reported a position in D in Q4 2021 and has held it in 19 quarters since. 452 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Confluence Wealth Services held 18,843 shares of Dominion Energy worth $1.29M as of Q2 2026.
  • Confluence Wealth Services bought 5,730 Dominion Energy shares in Q2 2026, an estimated $373K.
  • Dominion Energy made up 0.04% of Confluence Wealth Services's portfolio in Q2 2026, its #196 holding.
  • Confluence Wealth Services first reported a position in Dominion Energy in Q4 2021 and has held it in 19 quarters since.
  • 452 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.