EWP
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Elevation Wealth Partners’s Dominion Energy D Stock Holding History

Elevation Wealth Partners’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
Q2 		$7.72K Buy
113
+74
+190% +$4.81K ﹤0.01% 895
2026
Q1 		$2.41K Buy
39
+31
+388% +$1.92K ﹤0.01% 871
2025
Q4 		$469 Hold
8
– – ﹤0.01% 913
2025
Q3 		$490 Buy
+8
New +$476 ﹤0.01% 815

Other funds holding D

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Elevation Wealth Partners's D Position: Q2 2026 in Review

Elevation Wealth Partners increased its Dominion Energy (D) stake by 190% in Q2 2026, buying an estimated $4.81K and bringing the position to 113 shares worth $7.72K. The position accounts for ﹤0.01% of the portfolio, ranked #895.

Elevation Wealth Partners first reported a position in D in Q3 2025 and has held it in 4 quarters since. 607 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Elevation Wealth Partners held 113 shares of Dominion Energy worth $7.72K as of Q2 2026.
  • Elevation Wealth Partners bought 74 Dominion Energy shares in Q2 2026, an estimated $4.81K.
  • Dominion Energy made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #895 holding.
  • Elevation Wealth Partners first reported a position in Dominion Energy in Q3 2025 and has held it in 4 quarters since.
  • 607 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.