Cornerstone Financial Management’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
$17.4K Buy
255
+137
+116% +$8.91K 0.01% 309
2026
Q1
$7.29K Buy
118
+24
+26% +$1.48K 0.01% 379
2025
Q4
$5.51K Buy
+94
New +$5.66K 0.01% 404

Other funds holding D

Cornerstone Financial Management's D Position: Q2 2026 in Review

Cornerstone Financial Management increased its Dominion Energy (D) stake by 116% in Q2 2026, buying an estimated $8.91K and bringing the position to 255 shares worth $17.4K. The position accounts for 0.01% of the portfolio, ranked #309.

Cornerstone Financial Management first reported a position in D in Q4 2025 and has held it in 3 quarters since. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Cornerstone Financial Management held 255 shares of Dominion Energy worth $17.4K as of Q2 2026.
  • Cornerstone Financial Management bought 137 Dominion Energy shares in Q2 2026, an estimated $8.91K.
  • Dominion Energy made up 0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #309 holding.
  • Cornerstone Financial Management first reported a position in Dominion Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.