DJYG
D icon

David J. Yvars Group’s Dominion Energy D Stock Holding History

David J. Yvars Group’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 		$207K Buy
3,419
+2
+0.1% +$134 0.1% 96
2026
Q2 		$233K Buy
3,417
+2
+0.1% +$130 0.11% 90
2026
Q1 		$211K Sell
3,415
-128
-4% -$7.91K 0.12% 83
2025
Q4 		$208K Buy
3,543
+3
+0.1% +$181 0.11% 83
2025
Q3 		$217K Buy
+3,540
New +$210K 0.12% 85
2025
Q2 		– Sell
-4,208
Closed -$236K – 84
2025
Q1 		$236K Sell
4,208
-87
-2% -$4.79K 0.19% 55
2024
Q4 		$231K Buy
4,295
+452
+12% +$25.8K 0.14% 65
2024
Q3 		$222K Sell
3,843
-298
-7% -$16.3K 0.14% 68
2024
Q2 		$203K Buy
+4,141
New +$211K 0.13% 69

Other funds holding D

OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

David J. Yvars Group's D Position: Q3 2026 in Review

David J. Yvars Group increased its Dominion Energy (D) stake by 0.06% in Q3 2026, buying an estimated $134 and bringing the position to 3,419 shares worth $207K. The position accounts for 0.1% of the portfolio, ranked #96.

David J. Yvars Group first reported a position in D in Q2 2024 and has held it in 9 quarters since. The position peaked at $236K in Q1 2025. 78 funds tracked by Wall St. Rank hold D as of Q3 2026.

  • David J. Yvars Group held 3,419 shares of Dominion Energy worth $207K as of Q3 2026.
  • David J. Yvars Group bought 2 Dominion Energy shares in Q3 2026, an estimated $134.
  • Dominion Energy made up 0.1% of David J. Yvars Group's portfolio in Q3 2026, its #96 holding.
  • David J. Yvars Group first reported a position in Dominion Energy in Q2 2024 and has held it in 9 quarters since.
  • David J. Yvars Group's Dominion Energy position peaked at $236K in Q1 2025.
  • 78 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.