EP
D icon

Essential Partners’s Dominion Energy D Stock Holding History

Essential 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 		$8.47K Sell
140
-140
-50% -$9.41K ﹤0.01% 1273
2026
Q2 		$19.1K Sell
280
-9,834
-97% -$639K 0.01% 925
2026
Q1 		$625K Hold
10,114
– – 0.21% 126
2025
Q4 		$593K Sell
10,114
-53
-0.5% -$3.19K 0.18% 157
2025
Q3 		$622K Buy
10,167
+53
+0.5% +$3.15K 0.21% 139
2025
Q2 		$572K Buy
+10,114
New +$554K 0.23% 133

Other funds holding D

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 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
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return

Essential Partners's D Position: Q3 2026 in Review

Essential Partners reduced its Dominion Energy (D) stake by 50% in Q3 2026, selling an estimated $9.41K and leaving 140 shares worth $8.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1273.

Essential Partners first reported a position in D in Q2 2025 and has held it in 6 quarters since. The position peaked at $625K in Q1 2026. 158 funds tracked by Wall St. Rank hold D as of Q3 2026.

  • Essential Partners held 140 shares of Dominion Energy worth $8.47K as of Q3 2026.
  • Essential Partners sold 140 Dominion Energy shares in Q3 2026, an estimated $9.41K.
  • Dominion Energy made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1273 holding.
  • Essential Partners first reported a position in Dominion Energy in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Dominion Energy position peaked at $625K in Q1 2026.
  • 158 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.