First Heartland Consultants’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
$206K Buy
+3,016
New +$196K 0.01% 569
2025
Q3
Sell
-12,706
Closed -$718K 526
2025
Q2
$718K Buy
+12,706
New +$696K 0.06% 207

Other funds holding D

First Heartland Consultants's D Position: Q2 2026 in Review

First Heartland Consultants opened a new position in Dominion Energy (D) in Q2 2026: 3,016 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #569 among its holdings. This is a return to the name: First Heartland Consultants previously reported a position in D as recently as Q2 2025.

First Heartland Consultants first reported a position in D in Q2 2025 and has held it in 2 quarters since. The position peaked at $718K in Q2 2025. 360 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • First Heartland Consultants held 3,016 shares of Dominion Energy worth $206K as of Q2 2026.
  • Dominion Energy was a new First Heartland Consultants position in Q2 2026.
  • Dominion Energy made up 0.01% of First Heartland Consultants's portfolio in Q2 2026, its #569 holding.
  • First Heartland Consultants first reported a position in Dominion Energy in Q2 2025 and has held it in 2 quarters since.
  • First Heartland Consultants's Dominion Energy position peaked at $718K in Q2 2025.
  • 360 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.