Diversify Advisory Services’s Dominion Energy D Stock Holding History

Diversify Advisory Services’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	$1.32M	Sell	20,988 -358	-2%	-$24.1K	0.02%	572
2026 Q2	$1.5M	Buy	+21,346	New	+$1.39M	0.03%	505
2026 Q1	–	Sell	-14,549	Closed	-$889K	–	356
2025 Q4	$889K	Buy	14,549 +1,418	+11%	+$85.4K	0.03%	424
2025 Q3	$768K	Buy	13,131 +730	+6%	+$43.4K	0.03%	438
2025 Q2	$760K	Buy	+12,401	New	+$679K	0.03%	398

Other funds holding D

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Kanawha Capital Management Richmond, Virginia $1.56B AUM 15.07% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

Diversify Advisory Services's D Position: Q3 2026 in Review

Diversify Advisory Services reduced its Dominion Energy (D) stake by 1.7% in Q3 2026, selling an estimated $24.1K and leaving 20,988 shares worth $1.32M. The position accounts for 0.02% of the portfolio, ranked #572.

Diversify Advisory Services first reported a position in D in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.5M in Q2 2026. 308 funds tracked by Wall St. Rank hold D as of Q3 2026.

Diversify Advisory Services held 20,988 shares of Dominion Energy worth $1.32M as of Q3 2026.
Diversify Advisory Services sold 358 Dominion Energy shares in Q3 2026, an estimated $24.1K.
Dominion Energy made up 0.02% of Diversify Advisory Services's portfolio in Q3 2026, its #572 holding.
Diversify Advisory Services first reported a position in Dominion Energy in Q2 2025 and has held it in 5 quarters since.
Diversify Advisory Services's Dominion Energy position peaked at $1.5M in Q2 2026.
308 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.