Financial Gravity Companies’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
$120K Buy
+1,757
New +$114K 0.02% 211
2025
Q2
$99.3K Buy
+1,757
New +$96.3K 0.02% 223
2024
Q4
$94.6K Hold
1,757
0.02% 210
2024
Q3
$102K Buy
+1,757
New +$96K 0.03% 134
2018
Q4
$7K Buy
+105
New +$7.67K 0.01% 645
2018
Q1
$1K Hold
22
﹤0.01% 1102
2017
Q4
$2K Buy
+22
New +$1.78K ﹤0.01% 911

Other funds holding D

Financial Gravity Companies's D Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Dominion Energy (D) in Q2 2026: 1,757 shares worth $120K. The stake represents 0.02% of the portfolio and ranks #211 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in D as recently as Q2 2025.

Financial Gravity Companies first reported a position in D in Q4 2017 and has held it in 7 quarters since. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Financial Gravity Companies held 1,757 shares of Dominion Energy worth $120K as of Q2 2026.
  • Dominion Energy was a new Financial Gravity Companies position in Q2 2026.
  • Dominion Energy made up 0.02% of Financial Gravity Companies's portfolio in Q2 2026, its #211 holding.
  • Financial Gravity Companies first reported a position in Dominion Energy in Q4 2017 and has held it in 7 quarters since.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.