DI
D icon

Decision Investments’s Dominion Energy D Stock Holding History

Decision Investments’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 		$221K Hold
3,656
– – 0.2% 98
2026
Q2 		$250K Sell
3,656
-18
-0.5% -$1.17K 0.23% 90
2026
Q1 		$227K Buy
3,674
+18
+0.5% +$1.11K 0.26% 81
2025
Q4 		$214K Buy
+3,656
New +$220K 0.23% 89

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

Decision Investments's D Position: Q3 2026 in Review

Decision Investments held its Dominion Energy (D) position steady in Q3 2026 at 3,656 shares worth $221K. The position accounts for 0.2% of the portfolio, ranked #98.

Decision Investments first reported a position in D in Q4 2025 and has held it in 4 quarters since. The position peaked at $250K in Q2 2026. 78 funds tracked by Wall St. Rank hold D as of Q3 2026.

  • Decision Investments held 3,656 shares of Dominion Energy worth $221K as of Q3 2026.
  • Decision Investments left its Dominion Energy share count unchanged in Q3 2026.
  • Dominion Energy made up 0.2% of Decision Investments's portfolio in Q3 2026, its #98 holding.
  • Decision Investments first reported a position in Dominion Energy in Q4 2025 and has held it in 4 quarters since.
  • Decision Investments's Dominion Energy position peaked at $250K in Q2 2026.
  • 78 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Decision Investments's 13F filing for Q3 2026, filed 7 Oct 2026.