FFA
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Farther Finance Advisors’s Dominion Energy D Stock Holding History

Farther Finance Advisors’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 		$5M Buy
82,684
+31,933
+63% +$2.15M 0.04% 426
2026
Q2 		$3.47M Sell
50,751
-1,094
-2% -$71.1K 0.03% 521
2026
Q1 		$3.22M Sell
51,845
-641
-1% -$39.6K 0.03% 478
2025
Q4 		$3.08M Buy
52,486
+25,010
+91% +$1.51M 0.03% 447
2025
Q3 		$1.68M Buy
27,476
+14,509
+112% +$863K 0.03% 517
2025
Q2 		$733K Buy
12,967
+878
+7% +$48.1K 0.01% 729
2025
Q1 		$680K Buy
12,089
+6,462
+115% +$355K 0.02% 650
2024
Q4 		$303K Sell
5,627
-368
-6% -$21K 0.01% 802
2024
Q3 		$346K Buy
5,995
+841
+16% +$45.9K 0.01% 754
2024
Q2 		$247K Buy
5,154
+665
+15% +$33.9K 0.01% 753
2024
Q1 		$221K Buy
4,489
+365
+9% +$17.1K 0.01% 656
2023
Q4 		$194K Buy
4,124
+2,321
+129% +$104K 0.01% 560
2023
Q3 		$80.5K Buy
1,803
+701
+64% +$34.8K 0.01% 631
2023
Q2 		$57.1K Buy
1,102
+542
+97% +$29.5K 0.01% 629
2023
Q1 		$31.3K Buy
560
+271
+94% +$15.9K 0.01% 757
2022
Q4 		$17.7K Buy
+289
New +$18.1K 0.01% 775

Other funds holding D

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
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
DWMS
Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 16.39% 1-Year Est. Return
AIMA
Ables Iannone Moore & Associates Savannah, Georgia $193M AUM 19.45% 1-Year Est. Return

Farther Finance Advisors's D Position: Q3 2026 in Review

Farther Finance Advisors increased its Dominion Energy (D) stake by 63% in Q3 2026, buying an estimated $2.15M and bringing the position to 82,684 shares worth $5M. The position accounts for 0.04% of the portfolio, ranked #426.

Farther Finance Advisors first reported a position in D in Q4 2022 and has held it in 16 quarters since. 56 funds tracked by Wall St. Rank hold D as of Q3 2026.

  • Farther Finance Advisors held 82,684 shares of Dominion Energy worth $5M as of Q3 2026.
  • Farther Finance Advisors bought 31,933 Dominion Energy shares in Q3 2026, an estimated $2.15M.
  • Dominion Energy made up 0.04% of Farther Finance Advisors's portfolio in Q3 2026, its #426 holding.
  • Farther Finance Advisors first reported a position in Dominion Energy in Q4 2022 and has held it in 16 quarters since.
  • 56 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.