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CoreCap Advisors’s Dominion Energy D Stock Holding History

CoreCap Advisors’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 		$1.28M Buy
18,791
+2,599
+16% +$169K 0.04% 340
2026
Q1 		$1M Sell
16,192
-15
-0.1% -$927 0.03% 366
2025
Q4 		$950K Buy
16,207
+1,086
+7% +$65.4K 0.03% 382
2025
Q3 		$925K Buy
15,121
+298
+2% +$17.7K 0.03% 388
2025
Q2 		$838K Buy
14,823
+1,325
+10% +$72.6K 0.03% 388
2025
Q1 		$757K Buy
13,498
+911
+7% +$50.1K 0.03% 388
2024
Q4 		$678K Buy
12,587
+1,430
+13% +$81.6K 0.03% 407
2024
Q3 		$645K Buy
11,157
+2,217
+25% +$121K 0.03% 412
2024
Q2 		$438K Buy
8,940
+1,319
+17% +$67.2K 0.05% 238
2024
Q1 		$375K Buy
7,621
+2,294
+43% +$107K 0.02% 452
2023
Q4 		$250K Buy
+5,327
New +$238K 0.02% 507
2022
Q4 		$56.2K Buy
+916
New +$57.5K ﹤0.01% 953
2022
Q3 		– Sell
-1,087
Closed -$87K – 868
2022
Q2 		$87K Buy
+1,087
New +$89.8K 0.01% 743
2022
Q1 		– Sell
-1,432
Closed -$112K – 881
2021
Q4 		$112K Buy
+1,432
New +$108K 0.01% 713

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
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CoreCap Advisors's D Position: Q2 2026 in Review

CoreCap Advisors increased its Dominion Energy (D) stake by 16% in Q2 2026, buying an estimated $169K and bringing the position to 18,791 shares worth $1.28M. The position accounts for 0.04% of the portfolio, ranked #340.

CoreCap Advisors first reported a position in D in Q4 2021 and has held it in 14 quarters since. 365 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • CoreCap Advisors held 18,791 shares of Dominion Energy worth $1.28M as of Q2 2026.
  • CoreCap Advisors bought 2,599 Dominion Energy shares in Q2 2026, an estimated $169K.
  • Dominion Energy made up 0.04% of CoreCap Advisors's portfolio in Q2 2026, its #340 holding.
  • CoreCap Advisors first reported a position in Dominion Energy in Q4 2021 and has held it in 14 quarters since.
  • 365 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.