CWM
D icon

Cornerstone Wealth Management’s Dominion Energy D Stock Holding History

Cornerstone Wealth Management’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 		$468K Sell
6,856
-169
-2% -$11K 0.02% 510
2026
Q1 		$434K Sell
7,025
-291
-4% -$18K 0.02% 485
2025
Q4 		$429K Sell
7,316
-235
-3% -$14.2K 0.02% 464
2025
Q3 		$462K Sell
7,551
-171
-2% -$10.2K 0.03% 435
2025
Q2 		$436K Buy
7,722
+4
+0.1% +$219 0.03% 419
2025
Q1 		$433K Buy
7,718
+99
+1% +$5.45K 0.03% 397
2024
Q4 		$410K Buy
7,619
+60
+0.8% +$3.42K 0.03% 389
2024
Q3 		$437K Buy
7,559
+2,315
+44% +$126K 0.03% 384
2024
Q2 		$257K Buy
5,244
+921
+21% +$46.9K 0.02% 465
2024
Q1 		$213K Sell
4,323
-37
-0.8% -$1.73K 0.02% 506
2023
Q4 		$205K Buy
+4,360
New +$195K 0.02% 499
2023
Q2 		– Sell
-3,642
Closed -$204K – 508
2023
Q1 		$204K Buy
+3,642
New +$213K 0.02% 451
2022
Q1 		– Sell
-2,553
Closed -$200K – 477
2021
Q4 		$200K Buy
+2,553
New +$192K 0.02% 485
2020
Q4 		– Sell
-2,755
Closed -$217K – 424
2020
Q3 		$217K Sell
2,755
-1,203
-30% -$94.5K 0.03% 355
2020
Q2 		$321K Buy
3,958
+124
+3% +$9.95K 0.05% 274
2020
Q1 		$277K Buy
3,834
+53
+1% +$4.33K 0.05% 273
2019
Q4 		$313K Sell
3,781
-729
-16% -$59.6K 0.05% 262
2019
Q3 		$366K Buy
4,510
+1,304
+41% +$101K 0.06% 242
2019
Q2 		$248K Buy
3,206
+6
+0.2% +$457 0.04% 306
2019
Q1 		$397K Buy
3,200
+379
+13% +$27.7K 0.05% 309
2018
Q4 		$204K Sell
2,821
-195,784
-99% -$14.3M 0.04% 316
2018
Q3 		$2.59M Buy
198,605
+5,486
+3% +$388K 0.03% 433
2018
Q2 		$2.82M Buy
+193,119
New +$12.6M 0.03% 440
2017
Q4 		– Sell
-2,592
Closed -$201K – 410
2017
Q3 		$201K Sell
2,592
-45
-2% -$3.5K 0.04% 367
2017
Q2 		$200K Buy
+2,637
New +$207K 0.04% 363

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

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

Cornerstone Wealth Management reduced its Dominion Energy (D) stake by 2.4% in Q2 2026, selling an estimated $11K and leaving 6,856 shares worth $468K. The position accounts for 0.02% of the portfolio, ranked #510.

Cornerstone Wealth Management first reported a position in D in Q2 2017 and has held it in 25 quarters since. The position peaked at $2.82M in Q2 2018. 453 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Cornerstone Wealth Management held 6,856 shares of Dominion Energy worth $468K as of Q2 2026.
  • Cornerstone Wealth Management sold 169 Dominion Energy shares in Q2 2026, an estimated $11K.
  • Dominion Energy made up 0.02% of Cornerstone Wealth Management's portfolio in Q2 2026, its #510 holding.
  • Cornerstone Wealth Management first reported a position in Dominion Energy in Q2 2017 and has held it in 25 quarters since.
  • Cornerstone Wealth Management's Dominion Energy position peaked at $2.82M in Q2 2018.
  • 453 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

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