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Evermay Wealth Management’s Dominion Energy D Stock Holding History

Evermay 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 		$488K Buy
7,153
+915
+15% +$59.5K 0.05% 128
2026
Q1 		$386K Hold
6,238
– – 0.04% 139
2025
Q4 		$365K Hold
6,238
– – 0.04% 146
2025
Q3 		$382K Hold
6,238
– – 0.04% 148
2025
Q2 		$353K Sell
6,238
-1,180
-16% -$64.7K 0.04% 149
2025
Q1 		$416K Sell
7,418
-15
-0.2% -$825 0.05% 135
2024
Q4 		$400K Buy
7,433
+5,831
+364% +$333K 0.06% 137
2024
Q3 		$92.6K Hold
1,602
– – 0.01% 274
2024
Q2 		$78.5K Sell
1,602
-200
-11% -$10.2K 0.01% 294
2024
Q1 		$88.6K Buy
1,802
+130
+8% +$6.07K 0.01% 289
2023
Q4 		$78.6K Buy
1,672
+8
+0.5% +$357 0.01% 278
2023
Q3 		$74.3K Sell
1,664
-1,060
-39% -$52.6K 0.02% 263
2023
Q2 		$141K Sell
2,724
-24
-0.9% -$1.3K 0.03% 207
2023
Q1 		$154K Sell
2,748
-121
-4% -$7.08K 0.03% 198
2022
Q4 		$176K Sell
2,869
-1,040
-27% -$65.3K 0.04% 180
2022
Q3 		$270K Hold
3,909
– – 0.05% 141
2022
Q2 		$312K Sell
3,909
-4,860
-55% -$401K 0.06% 132
2022
Q1 		$745K Sell
8,769
-1,500
-15% -$120K 0.12% 81
2021
Q4 		$807K Sell
10,269
-120
-1% -$9.03K 0.14% 57
2021
Q3 		$759K Sell
10,389
-250
-2% -$19.1K 0.15% 56
2021
Q2 		$783K Sell
10,639
-1,000
-9% -$77.2K 0.15% 64
2021
Q1 		$884K Sell
11,639
-965
-8% -$70.1K 0.18% 55
2020
Q4 		$948K Hold
12,604
– – 0.21% 47
2020
Q3 		$995K Sell
12,604
-7,281
-37% -$572K 0.24% 42
2020
Q2 		$1.61M Buy
19,885
+800
+4% +$64.2K 0.42% 30
2020
Q1 		$1.38M Buy
19,085
+4,661
+32% +$381K 0.42% 26
2019
Q4 		$1.2M Buy
14,424
+850
+6% +$69.5K 0.29% 40
2019
Q3 		$1.1M Sell
13,574
-100
-0.7% -$7.73K 0.3% 41
2019
Q2 		$1.06M Buy
13,674
+41
+0.3% +$3.12K 0.29% 39
2019
Q1 		$1.04M Buy
13,633
+3,938
+41% +$288K 0.3% 41
2018
Q4 		$693K Buy
9,695
+2,600
+37% +$190K 0.22% 49
2018
Q3 		$499K Sell
7,095
-500
-7% -$35.4K 0.16% 72
2018
Q2 		$518K Sell
7,595
-569
-7% -$37.1K 0.17% 66
2018
Q1 		$550K Buy
8,164
+1,820
+29% +$134K 0.19% 66
2017
Q4 		$514K Buy
6,344
+3,694
+139% +$299K 0.19% 61
2017
Q3 		$204K Hold
2,650
– – 0.09% 99
2017
Q2 		$203K Hold
2,650
– – 0.09% 98
2017
Q1 		$206K Buy
+2,650
New +$200K 0.09% 100
2015
Q4 		– Sell
-3,565
Closed -$251K – 79
2015
Q3 		$251K Hold
3,565
– – 0.15% 68
2015
Q2 		$238K Sell
3,565
-723
-17% -$50.9K 0.14% 73
2015
Q1 		$304K Sell
4,288
-820
-16% -$60.8K 0.18% 62
2014
Q4 		$393K Sell
5,108
-323
-6% -$23.4K 0.26% 52
2014
Q3 		$375K Sell
5,431
-2
-0% -$138 0.32% 53
2014
Q2 		$389K Buy
5,433
+2,200
+68% +$154K 0.34% 45
2014
Q1 		$230K Buy
+3,233
New +$221K 0.25% 64

Other funds holding D

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

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

Evermay Wealth Management increased its Dominion Energy (D) stake by 15% in Q2 2026, buying an estimated $59.5K and bringing the position to 7,153 shares worth $488K. The position accounts for 0.05% of the portfolio, ranked #128.

Evermay Wealth Management first reported a position in D in Q1 2014 and has held it in 45 quarters since. The position peaked at $1.61M in Q2 2020. 508 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Evermay Wealth Management held 7,153 shares of Dominion Energy worth $488K as of Q2 2026.
  • Evermay Wealth Management bought 915 Dominion Energy shares in Q2 2026, an estimated $59.5K.
  • Dominion Energy made up 0.05% of Evermay Wealth Management's portfolio in Q2 2026, its #128 holding.
  • Evermay Wealth Management first reported a position in Dominion Energy in Q1 2014 and has held it in 45 quarters since.
  • Evermay Wealth Management's Dominion Energy position peaked at $1.61M in Q2 2020.
  • 508 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.