Fiduciary Alliance’s Dominion Energy D Stock Holding History

Fiduciary Alliance’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	$398K	Sell	6,583 -298	-4%	-$20K	0.03%	357
2026 Q2	$470K	Sell	6,881 -559	-8%	-$36.3K	0.03%	374
2026 Q1	$464K	Buy	7,440 +21	+0.3%	+$1.3K	0.03%	380
2025 Q4	$435K	Buy	7,419 +272	+4%	+$16.4K	0.03%	359
2025 Q3	$437K	Buy	7,147 +424	+6%	+$25.2K	0.03%	363
2025 Q2	$380K	Buy	6,723 +1,639	+32%	+$89.8K	0.03%	356
2025 Q1	$285K	Sell	5,084 -146	-3%	-$8.03K	0.03%	323
2024 Q4	$282K	Buy	+5,230	New	+$298K	0.03%	296
2023 Q3	–	Sell	-729	Closed	-$37.8K	–	334
2023 Q2	$37.8K	Buy	+729	New	+$39.6K	0.01%	346
2023 Q1	–	Sell	-335	Closed	-$20.6K	–	309
2022 Q4	$20.6K	Buy	+335	New	+$21K	0.01%	311

Other funds holding D

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fiduciary Alliance's D Position: Q3 2026 in Review

Fiduciary Alliance reduced its Dominion Energy (D) stake by 4.3% in Q3 2026, selling an estimated $20K and leaving 6,583 shares worth $398K. The position accounts for 0.03% of the portfolio, ranked #357.

Fiduciary Alliance first reported a position in D in Q4 2022 and has held it in 10 quarters since. The position peaked at $470K in Q2 2026. 358 funds tracked by Wall St. Rank hold D as of Q3 2026.

Fiduciary Alliance held 6,583 shares of Dominion Energy worth $398K as of Q3 2026.
Fiduciary Alliance sold 298 Dominion Energy shares in Q3 2026, an estimated $20K.
Dominion Energy made up 0.03% of Fiduciary Alliance's portfolio in Q3 2026, its #357 holding.
Fiduciary Alliance first reported a position in Dominion Energy in Q4 2022 and has held it in 10 quarters since.
Fiduciary Alliance's Dominion Energy position peaked at $470K in Q2 2026.
358 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.