EFG
D icon

Everhart Financial Group’s Dominion Energy D Stock Holding History

Everhart Financial Group’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 		$557K Buy
8,151
+197
+2% +$12.8K 0.04% 261
2026
Q1 		$492K Buy
7,954
+2,192
+38% +$135K 0.04% 281
2025
Q4 		$338K Buy
5,762
+645
+13% +$38.9K 0.03% 308
2025
Q3 		$313K Buy
+5,117
New +$304K 0.03% 310

Other funds holding D

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
DC
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Everhart Financial Group's D Position: Q2 2026 in Review

Everhart Financial Group increased its Dominion Energy (D) stake by 2.5% in Q2 2026, buying an estimated $12.8K and bringing the position to 8,151 shares worth $557K. The position accounts for 0.04% of the portfolio, ranked #261.

Everhart Financial Group first reported a position in D in Q3 2025 and has held it in 4 quarters since. 353 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Everhart Financial Group held 8,151 shares of Dominion Energy worth $557K as of Q2 2026.
  • Everhart Financial Group bought 197 Dominion Energy shares in Q2 2026, an estimated $12.8K.
  • Dominion Energy made up 0.04% of Everhart Financial Group's portfolio in Q2 2026, its #261 holding.
  • Everhart Financial Group first reported a position in Dominion Energy in Q3 2025 and has held it in 4 quarters since.
  • 353 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.