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Dickmeyer Boyce Financial Management’s Dominion Energy D Stock Holding History

Dickmeyer Boyce Financial 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
Q3 		$654K Buy
10,813
+29
+0.3% +$1.95K 0.34% 72
2026
Q2 		$736K Buy
10,784
+1,838
+21% +$120K 0.38% 67
2026
Q1 		$553K Buy
+8,946
New +$553K 0.33% 74

Other funds holding D

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
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
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
DWMS
Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 16.39% 1-Year Est. Return

Dickmeyer Boyce Financial Management's D Position: Q3 2026 in Review

Dickmeyer Boyce Financial Management increased its Dominion Energy (D) stake by 0.27% in Q3 2026, buying an estimated $1.95K and bringing the position to 10,813 shares worth $654K. The position accounts for 0.34% of the portfolio, ranked #72.

Dickmeyer Boyce Financial Management first reported a position in D in Q1 2026 and has held it in 3 quarters since. The position peaked at $736K in Q2 2026. 56 funds tracked by Wall St. Rank hold D as of Q3 2026.

  • Dickmeyer Boyce Financial Management held 10,813 shares of Dominion Energy worth $654K as of Q3 2026.
  • Dickmeyer Boyce Financial Management bought 29 Dominion Energy shares in Q3 2026, an estimated $1.95K.
  • Dominion Energy made up 0.34% of Dickmeyer Boyce Financial Management's portfolio in Q3 2026, its #72 holding.
  • Dickmeyer Boyce Financial Management first reported a position in Dominion Energy in Q1 2026 and has held it in 3 quarters since.
  • Dickmeyer Boyce Financial Management's Dominion Energy position peaked at $736K in Q2 2026.
  • 56 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q3 2026, filed 8 Oct 2026.