Fortis Group Advisors’s Dominion Energy D Stock Holding History

Fortis Group 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 Q2	$888	Hold	13	–	–	﹤0.01%	561
2026 Q1	$804	Hold	13	–	–	﹤0.01%	526
2025 Q4	$762	Hold	13	–	–	﹤0.01%	523
2025 Q3	$795	Hold	13	–	–	﹤0.01%	482
2025 Q2	$735	Hold	13	–	–	﹤0.01%	477
2025 Q1	$729	Hold	13	–	–	﹤0.01%	445
2024 Q4	$700	Hold	13	–	–	﹤0.01%	460
2024 Q3	$751	Hold	13	–	–	﹤0.01%	455
2024 Q2	$637	Sell	13 -18,927	-100%	-$964K	﹤0.01%	461
2024 Q1	$932K	Buy	18,940 +18,914	+72,746%	+$884K	0.17%	98
2023 Q4	$1.22K	Buy	26 +13	+100%	+$580	﹤0.01%	414
2023 Q3	$581	Buy	+13	New	+$645	﹤0.01%	408
2020 Q3	$270K	Buy	+3,427	New	+$269K	0.05%	158

Other funds holding D

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fortis Group Advisors's D Position: Q2 2026 in Review

Fortis Group Advisors held its Dominion Energy (D) position steady in Q2 2026 at 13 shares worth $888. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Fortis Group Advisors first reported a position in D in Q3 2020 and has held it in 13 quarters since. The position peaked at $932K in Q1 2024. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

Fortis Group Advisors held 13 shares of Dominion Energy worth $888 as of Q2 2026.
Fortis Group Advisors left its Dominion Energy share count unchanged in Q2 2026.
Dominion Energy made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #561 holding.
Fortis Group Advisors first reported a position in Dominion Energy in Q3 2020 and has held it in 13 quarters since.
Fortis Group Advisors's Dominion Energy position peaked at $932K in Q1 2024.
1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.