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
Q3 		$4.42K Sell
73
-40
-35% -$2.69K ﹤0.01% 1124
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

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

Elevation Wealth Partners's D Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Dominion Energy (D) stake by 35% in Q3 2026, selling an estimated $2.69K and leaving 73 shares worth $4.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1124.

Elevation Wealth Partners first reported a position in D in Q3 2025 and has held it in 5 quarters since. The position peaked at $7.72K in Q2 2026. 78 funds tracked by Wall St. Rank hold D as of Q3 2026.

  • Elevation Wealth Partners held 73 shares of Dominion Energy worth $4.42K as of Q3 2026.
  • Elevation Wealth Partners sold 40 Dominion Energy shares in Q3 2026, an estimated $2.69K.
  • Dominion Energy made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1124 holding.
  • Elevation Wealth Partners first reported a position in Dominion Energy in Q3 2025 and has held it in 5 quarters since.
  • Elevation Wealth Partners's Dominion Energy position peaked at $7.72K in Q2 2026.
  • 78 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.