CoreCap Advisors
D icon

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
Q3 		$1.25M Buy
20,675
+1,884
+10% +$127K 0.04% 340
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

Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Oak Grove Capital
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Kanawha Capital Management
Kanawha Capital Management Richmond, Virginia $1.56B AUM 15.07% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

CoreCap Advisors's D Position: Q3 2026 in Review

CoreCap Advisors increased its Dominion Energy (D) stake by 10% in Q3 2026, buying an estimated $127K and bringing the position to 20,675 shares worth $1.25M. 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 15 quarters since. The position peaked at $1.28M in Q2 2026. 324 funds tracked by Wall St. Rank hold D as of Q3 2026.

  • CoreCap Advisors held 20,675 shares of Dominion Energy worth $1.25M as of Q3 2026.
  • CoreCap Advisors bought 1,884 Dominion Energy shares in Q3 2026, an estimated $127K.
  • Dominion Energy made up 0.04% of CoreCap Advisors's portfolio in Q3 2026, its #340 holding.
  • CoreCap Advisors first reported a position in Dominion Energy in Q4 2021 and has held it in 15 quarters since.
  • CoreCap Advisors's Dominion Energy position peaked at $1.28M in Q2 2026.
  • 324 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.