Excelsior Advisor Network’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
$389K Buy
5,693
+930
+20% +$60.5K 0.05% 314
2026
Q1
$294K Buy
+4,763
New +$294K 0.11% 161

Other funds holding D

Excelsior Advisor Network's D Position: Q2 2026 in Review

Excelsior Advisor Network increased its Dominion Energy (D) stake by 20% in Q2 2026, buying an estimated $60.5K and bringing the position to 5,693 shares worth $389K. The position accounts for 0.05% of the portfolio, ranked #314.

Excelsior Advisor Network first reported a position in D in Q1 2026 and has held it in 2 quarters since. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Excelsior Advisor Network held 5,693 shares of Dominion Energy worth $389K as of Q2 2026.
  • Excelsior Advisor Network bought 930 Dominion Energy shares in Q2 2026, an estimated $60.5K.
  • Dominion Energy made up 0.05% of Excelsior Advisor Network's portfolio in Q2 2026, its #314 holding.
  • Excelsior Advisor Network first reported a position in Dominion Energy in Q1 2026 and has held it in 2 quarters since.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.