Dynamic Wealth Strategies’s Dominion Energy D Stock Holding History

Dynamic Wealth Strategies’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	$24.3K	Hold	402	–	–	0.01%	195
2026 Q2	$27.5K	Sell	402 -24	-6%	-$1.56K	0.01%	191
2026 Q1	$26.3K	Hold	426	–	–	0.02%	187
2025 Q4	$25K	Hold	426	–	–	0.01%	170
2025 Q3	$26.1K	Hold	426	–	–	0.02%	158
2025 Q2	$24.1K	Hold	426	–	–	0.02%	157
2025 Q1	$23.9K	Buy	+426	New	+$23.4K	0.02%	169
2024 Q4	–	Sell	-2,630	Closed	-$152K	–	108
2024 Q3	$152K	Sell	2,630 -155	-6%	-$8.47K	0.12%	82
2024 Q2	$136K	Buy	2,785 +14	+0.5%	+$713	0.12%	85
2024 Q1	$136K	Buy	2,771 +154	+6%	+$7.19K	0.12%	87
2023 Q4	$123K	Buy	+2,617	New	+$117K	0.11%	83

Other funds holding D

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

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

RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 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

GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 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

Dynamic Wealth Strategies's D Position: Q3 2026 in Review

Dynamic Wealth Strategies held its Dominion Energy (D) position steady in Q3 2026 at 402 shares worth $24.3K. The position accounts for 0.01% of the portfolio, ranked #195.

Dynamic Wealth Strategies first reported a position in D in Q4 2023 and has held it in 11 quarters since. The position peaked at $152K in Q3 2024. 442 funds tracked by Wall St. Rank hold D as of Q3 2026.

Dynamic Wealth Strategies held 402 shares of Dominion Energy worth $24.3K as of Q3 2026.
Dynamic Wealth Strategies left its Dominion Energy share count unchanged in Q3 2026.
Dominion Energy made up 0.01% of Dynamic Wealth Strategies's portfolio in Q3 2026, its #195 holding.
Dynamic Wealth Strategies first reported a position in Dominion Energy in Q4 2023 and has held it in 11 quarters since.
Dynamic Wealth Strategies's Dominion Energy position peaked at $152K in Q3 2024.
442 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.