FLFS
D icon

Family Legacy Financial Solutions’s Dominion Energy D Stock Holding History

Family Legacy Financial Solutions’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 		$213K Sell
3,120
-11,764
-79% -$765K 0.13% 48
2026
Q1 		$924K Buy
14,884
+6,005
+68% +$371K 0.75% 25
2025
Q4 		$520K Buy
8,879
+935
+12% +$56.3K 0.4% 36
2025
Q3 		$486K Buy
7,944
+540
+7% +$32.1K 0.37% 35
2025
Q2 		$419K Buy
+7,404
New +$406K 0.36% 36

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
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
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Family Legacy Financial Solutions's D Position: Q2 2026 in Review

Family Legacy Financial Solutions reduced its Dominion Energy (D) stake by 79% in Q2 2026, selling an estimated $765K and leaving 3,120 shares worth $213K. The position accounts for 0.13% of the portfolio, ranked #48.

Family Legacy Financial Solutions first reported a position in D in Q2 2025 and has held it in 5 quarters since. The position peaked at $924K in Q1 2026. 251 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Family Legacy Financial Solutions held 3,120 shares of Dominion Energy worth $213K as of Q2 2026.
  • Family Legacy Financial Solutions sold 11,764 Dominion Energy shares in Q2 2026, an estimated $765K.
  • Dominion Energy made up 0.13% of Family Legacy Financial Solutions's portfolio in Q2 2026, its #48 holding.
  • Family Legacy Financial Solutions first reported a position in Dominion Energy in Q2 2025 and has held it in 5 quarters since.
  • Family Legacy Financial Solutions's Dominion Energy position peaked at $924K in Q1 2026.
  • 251 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Family Legacy Financial Solutions's 13F filing for Q2 2026, filed 14 Jul 2026.