Fortitude Family Office’s Dominion Energy D Stock Holding History

Fortitude Family Office’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	$17.5K	Sell	289 -21	-7%	-$1.41K	﹤0.01%	917
2026 Q2	$21.2K	Buy	310 +75	+32%	+$4.88K	﹤0.01%	507
2026 Q1	$14.5K	Buy	235 +127	+118%	+$7.84K	﹤0.01%	530
2025 Q4	$6.33K	Sell	108 -2	-2%	-$120	﹤0.01%	733
2025 Q3	$6.73K	Hold	110	–	–	﹤0.01%	706
2025 Q2	$6.22K	Sell	110 -1	-0.9%	-$55	﹤0.01%	716
2025 Q1	$6.22K	Sell	111 -2,539	-96%	-$140K	﹤0.01%	669
2024 Q4	$143K	Sell	2,650 -88	-3%	-$5.02K	0.05%	147
2024 Q3	$158K	Buy	2,738 +2,627	+2,367%	+$144K	0.06%	124
2024 Q2	$5.44K	Hold	111	–	–	﹤0.01%	561
2024 Q1	$5.46K	Hold	111	–	–	﹤0.01%	563
2023 Q4	$5.22K	Buy	+111	New	+$4.96K	﹤0.01%	609

Other funds holding D

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

GGI

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

OGC

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

CNB

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

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

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

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return

Fortitude Family Office's D Position: Q3 2026 in Review

Fortitude Family Office reduced its Dominion Energy (D) stake by 6.8% in Q3 2026, selling an estimated $1.41K and leaving 289 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #917.

Fortitude Family Office first reported a position in D in Q4 2023 and has held it in 12 quarters since. The position peaked at $158K in Q3 2024. 156 funds tracked by Wall St. Rank hold D as of Q3 2026.

Fortitude Family Office held 289 shares of Dominion Energy worth $17.5K as of Q3 2026.
Fortitude Family Office sold 21 Dominion Energy shares in Q3 2026, an estimated $1.41K.
Dominion Energy made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #917 holding.
Fortitude Family Office first reported a position in Dominion Energy in Q4 2023 and has held it in 12 quarters since.
Fortitude Family Office's Dominion Energy position peaked at $158K in Q3 2024.
156 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.