Empire Financial Management Company’s Dominion Energy D Stock Holding History

Empire Financial Management Company’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	–	Sell	-8,022	Closed	-$496K	–	160
2026 Q1	$496K	Hold	8,022	–	–	0.11%	160
2025 Q4	$470K	Sell	8,022 -32	-0.4%	-$1.93K	0.1%	159
2025 Q3	$493K	Hold	8,054	–	–	0.11%	156
2025 Q2	$455K	Hold	8,054	–	–	0.13%	148
2025 Q1	$452K	Hold	8,054	–	–	0.14%	147
2024 Q4	$434K	Sell	8,054 -400	-5%	-$22.8K	0.14%	151
2024 Q3	$489K	Sell	8,454 -4,000	-32%	-$219K	0.15%	147
2024 Q2	$610K	Buy	+12,454	New	+$635K	0.2%	126

Other funds holding D

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empire Financial Management Company's D Position: Q2 2026 in Review

Empire Financial Management Company sold out of Dominion Energy (D) in Q2 2026, closing a stake of 8,022 shares — an estimated $496K sold.

Empire Financial Management Company first reported a position in D in Q2 2024 and held it in 8 quarters. The position peaked at $610K in Q2 2024. 1,553 funds tracked by Wall St. Rank hold D as of Q2 2026.

Empire Financial Management Company reported no remaining Dominion Energy position as of Q2 2026 after selling out during the quarter.
Empire Financial Management Company sold 8,022 Dominion Energy shares in Q2 2026, an estimated $496K.
Empire Financial Management Company first reported a position in Dominion Energy in Q2 2024 and held it in 8 quarters.
Empire Financial Management Company's Dominion Energy position peaked at $610K in Q2 2024.
1,553 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Empire Financial Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.