Elmwood Wealth Management’s Dominion Energy D Stock Holding History

Elmwood Wealth 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 Q2	$1.19M	Sell	17,392 -67	-0.4%	-$4.36K	0.3%	80
2026 Q1	$1.08M	Buy	17,459 +20	+0.1%	+$1.24K	0.3%	81
2025 Q4	$1.02M	Buy	17,439 +25	+0.1%	+$1.51K	0.32%	82
2025 Q3	$1.07M	Buy	17,414 +190	+1%	+$11.3K	0.38%	74
2025 Q2	$973K	Buy	17,224 +19	+0.1%	+$1.04K	0.39%	75
2025 Q1	$965K	Sell	17,205 -74	-0.4%	-$4.07K	0.4%	76
2024 Q4	$931K	Sell	17,279 -771	-4%	-$44K	0.38%	78
2024 Q3	$1.04M	Sell	18,050 -2,448	-12%	-$134K	0.43%	77
2024 Q2	$1M	Sell	20,498 -904	-4%	-$46.1K	0.45%	76
2024 Q1	$1.05M	Buy	21,402 +8,905	+71%	+$416K	0.45%	75
2023 Q4	$587K	Buy	12,497 +1,259	+11%	+$56.2K	0.41%	65
2023 Q3	$502K	Buy	11,238 +1,161	+12%	+$57.6K	0.24%	93
2023 Q2	$522K	Sell	10,077 -42	-0.4%	-$2.28K	0.24%	91
2023 Q1	$566K	Buy	10,119 +1,285	+15%	+$75.2K	0.27%	88
2022 Q4	$542K	Buy	8,834 +4,065	+85%	+$255K	0.27%	92
2022 Q3	$330K	Buy	4,769 +50	+1%	+$4.04K	0.16%	96
2022 Q2	$377K	Sell	4,719 -150	-3%	-$12.4K	0.21%	91
2022 Q1	$414K	Sell	4,869 -30	-0.6%	-$2.41K	0.21%	90
2021 Q4	$385K	Buy	+4,899	New	+$369K	0.18%	92
2021 Q2	$396K	Hold	5,380	–	–	0.21%	85
2021 Q1	$409K	Buy	+5,380	New	+$391K	0.25%	82

Other funds holding D

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Elmwood Wealth Management's D Position: Q2 2026 in Review

Elmwood Wealth Management reduced its Dominion Energy (D) stake by 0.38% in Q2 2026, selling an estimated $4.36K and leaving 17,392 shares worth $1.19M. The position accounts for 0.3% of the portfolio, ranked #80.

Elmwood Wealth Management first reported a position in D in Q1 2021 and has held it in 21 quarters since. 275 funds tracked by Wall St. Rank hold D as of Q2 2026.

Elmwood Wealth Management held 17,392 shares of Dominion Energy worth $1.19M as of Q2 2026.
Elmwood Wealth Management sold 67 Dominion Energy shares in Q2 2026, an estimated $4.36K.
Dominion Energy made up 0.3% of Elmwood Wealth Management's portfolio in Q2 2026, its #80 holding.
Elmwood Wealth Management first reported a position in Dominion Energy in Q1 2021 and has held it in 21 quarters since.
275 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

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