EP Wealth Advisors’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $877K | Buy |
12,837
+821
| +7% | +$53.4K | ﹤0.01% | 790 |
|
|
2026
Q1 | $743K | Buy |
12,016
+2,223
| +23% | +$137K | ﹤0.01% | 740 |
|
|
2025
Q4 | $574K | Buy |
+9,793
| New | +$590K | ﹤0.01% | 820 |
|
|
2025
Q2 | $869K | Sell |
15,380
-11
| -0.1% | -$603 | 0.01% | 596 |
|
|
2025
Q1 | $863K | Sell |
15,391
-584
| -4% | -$32.1K | 0.01% | 541 |
|
|
2024
Q4 | $860K | Buy |
15,975
+6,654
| +71% | +$380K | 0.01% | 546 |
|
|
2024
Q3 | $539K | Buy |
9,321
+783
| +9% | +$42.8K | ﹤0.01% | 666 |
|
|
2024
Q2 | $418K | Buy |
8,538
+914
| +12% | +$46.6K | ﹤0.01% | 575 |
|
|
2024
Q1 | $375K | Buy |
7,624
+739
| +11% | +$34.5K | ﹤0.01% | 574 |
|
|
2023
Q4 | $324K | Sell |
6,885
-1,365
| -17% | -$60.9K | ﹤0.01% | 595 |
|
|
2023
Q3 | $369K | Buy |
8,250
+1,719
| +26% | +$85.3K | 0.01% | 517 |
|
|
2023
Q2 | $388K | Sell |
6,531
-17,048
| -72% | -$927K | 0.01% | 512 |
|
|
2023
Q1 | $2.06M | Buy |
23,579
+16,042
| +213% | +$939K | 0.04% | 220 |
|
|
2022
Q4 | $462K | Buy |
+7,537
| New | +$473K | 0.01% | 392 |
|
|
2022
Q3 | – | Sell |
-4,377
| Closed | -$349K | – | 394 |
|
|
2022
Q2 | $349K | Buy |
4,377
+1,311
| +43% | +$108K | 0.01% | 451 |
|
|
2022
Q1 | $260K | Buy |
3,066
+14
| +0.5% | +$1.12K | 0.01% | 515 |
|
|
2021
Q4 | $240K | Sell |
3,052
-10
| -0.3% | -$752 | 0.01% | 503 |
|
|
2021
Q3 | $224K | Sell |
3,062
-1,634
| -35% | -$125K | 0.01% | 494 |
|
|
2021
Q2 | $346K | Sell |
4,696
-857
| -15% | -$66.1K | 0.01% | 411 |
|
|
2021
Q1 | $422K | Sell |
5,553
-917
| -14% | -$66.6K | 0.01% | 353 |
|
|
2020
Q4 | $487K | Sell |
6,470
-1,176
| -15% | -$93.4K | 0.02% | 269 |
|
|
2020
Q3 | $603K | Sell |
7,646
-1,995
| -21% | -$157K | 0.03% | 211 |
|
|
2020
Q2 | $783K | Sell |
9,641
-3,101
| -24% | -$249K | 0.03% | 201 |
|
|
2020
Q1 | $920K | Sell |
12,742
-1,251
| -9% | -$102K | 0.05% | 180 |
|
|
2019
Q4 | $1.16M | Buy |
13,993
+1,442
| +11% | +$118K | 0.05% | 174 |
|
|
2019
Q3 | $1.02M | Buy |
12,551
+603
| +5% | +$46.6K | 0.05% | 154 |
|
|
2019
Q2 | $924K | Buy |
11,948
+1,687
| +16% | +$129K | 0.06% | 139 |
|
|
2019
Q1 | $787K | Buy |
10,261
+311
| +3% | +$22.7K | 0.08% | 132 |
|
|
2018
Q4 | $711K | Buy |
9,950
+458
| +5% | +$33.5K | 0.05% | 148 |
|
|
2018
Q3 | $667K | Buy |
+9,492
| New | +$672K | 0.05% | 155 |
|
Other funds holding D
EP Wealth Advisors's D Position: Q2 2026 in Review
EP Wealth Advisors increased its Dominion Energy (D) stake by 6.8% in Q2 2026, buying an estimated $53.4K and bringing the position to 12,837 shares worth $877K. The position accounts for ﹤0.01% of the portfolio, ranked #790.
EP Wealth Advisors first reported a position in D in Q3 2018 and has held it in 30 quarters since. The position peaked at $2.06M in Q1 2023. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.
- EP Wealth Advisors held 12,837 shares of Dominion Energy worth $877K as of Q2 2026.
- EP Wealth Advisors bought 821 Dominion Energy shares in Q2 2026, an estimated $53.4K.
- Dominion Energy made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #790 holding.
- EP Wealth Advisors first reported a position in Dominion Energy in Q3 2018 and has held it in 30 quarters since.
- EP Wealth Advisors's Dominion Energy position peaked at $2.06M in Q1 2023.
- 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.
Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.