Forvis Mazars Wealth Advisors’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 | $502K | Buy |
7,358
+6
| +0.1% | +$390 | 0.01% | 304 |
|
|
2026
Q1 | $454K | Sell |
7,352
-96
| -1% | -$5.93K | 0.01% | 297 |
|
|
2025
Q4 | $436K | Sell |
7,448
-421
| -5% | -$25.4K | 0.01% | 307 |
|
|
2025
Q3 | $481K | Buy |
7,869
+65
| +0.8% | +$3.86K | 0.01% | 291 |
|
|
2025
Q2 | $441K | Buy |
7,804
+28
| +0.4% | +$1.53K | 0.01% | 304 |
|
|
2025
Q1 | $436K | Sell |
7,776
-384
| -5% | -$21.1K | 0.01% | 301 |
|
|
2024
Q4 | $440K | Sell |
8,160
-1,460
| -15% | -$83.3K | 0.01% | 324 |
|
|
2024
Q3 | $556K | Buy |
9,620
+1,385
| +17% | +$75.7K | 0.01% | 302 |
|
|
2024
Q2 | $404K | Buy |
8,235
+512
| +7% | +$26.1K | 0.01% | 317 |
|
|
2024
Q1 | $380K | Sell |
7,723
-138
| -2% | -$6.45K | 0.01% | 321 |
|
|
2023
Q4 | $369K | Sell |
7,861
-4,076
| -34% | -$182K | 0.01% | 316 |
|
|
2023
Q3 | $533K | Sell |
11,937
-2,788
| -19% | -$138K | 0.02% | 262 |
|
|
2023
Q2 | $763K | Sell |
14,725
-2,380
| -14% | -$129K | 0.02% | 240 |
|
|
2023
Q1 | $956K | Sell |
17,105
-87
| -0.5% | -$5.09K | 0.03% | 208 |
|
|
2022
Q4 | $1.05M | Buy |
17,192
+157
| +0.9% | +$9.86K | 0.04% | 195 |
|
|
2022
Q3 | $1.18M | Sell |
17,035
-983
| -5% | -$79.4K | 0.05% | 182 |
|
|
2022
Q2 | $1.44M | Buy |
18,018
+13,757
| +323% | +$1.14M | 0.06% | 161 |
|
|
2022
Q1 | $362K | Sell |
4,261
-40
| -0.9% | -$3.21K | 0.02% | 217 |
|
|
2021
Q4 | $338K | Buy |
4,301
+559
| +15% | +$42.1K | 0.01% | 214 |
|
|
2021
Q3 | $273K | Sell |
3,742
-14
| -0.4% | -$1.07K | 0.01% | 228 |
|
|
2021
Q2 | $276K | Sell |
3,756
-377
| -9% | -$29.1K | 0.01% | 228 |
|
|
2021
Q1 | $314K | Sell |
4,133
-1,573
| -28% | -$114K | 0.02% | 219 |
|
|
2020
Q4 | $429K | Buy |
5,706
+2,393
| +72% | +$190K | 0.02% | 247 |
|
|
2020
Q3 | $261K | Sell |
3,313
-944
| -22% | -$74.2K | 0.02% | 270 |
|
|
2020
Q2 | $346K | Buy |
4,257
+646
| +18% | +$51.8K | 0.02% | 233 |
|
|
2020
Q1 | $261K | Buy |
3,611
+1,077
| +43% | +$87.9K | 0.02% | 242 |
|
|
2019
Q4 | $210K | Buy |
+2,534
| New | +$207K | 0.02% | 273 |
|
|
2018
Q1 | – | Sell |
-3,854
| Closed | -$312K | – | 240 |
|
|
2017
Q4 | $312K | Sell |
3,854
-112
| -3% | -$9.07K | 0.03% | 196 |
|
|
2017
Q3 | $305K | Buy |
3,966
+270
| +7% | +$21K | 0.03% | 188 |
|
|
2017
Q2 | $283K | Buy |
3,696
+115
| +3% | +$9.04K | 0.03% | 190 |
|
|
2017
Q1 | $278K | Buy |
3,581
+931
| +35% | +$70.4K | 0.03% | 179 |
|
|
2016
Q4 | $203K | Buy |
+2,650
| New | +$195K | 0.03% | 199 |
|
Other funds holding D
Forvis Mazars Wealth Advisors's D Position: Q2 2026 in Review
Forvis Mazars Wealth Advisors increased its Dominion Energy (D) stake by 0.08% in Q2 2026, buying an estimated $390 and bringing the position to 7,358 shares worth $502K. The position accounts for 0.01% of the portfolio, ranked #304.
Forvis Mazars Wealth Advisors first reported a position in D in Q4 2016 and has held it in 32 quarters since. The position peaked at $1.44M in Q2 2022. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.
- Forvis Mazars Wealth Advisors held 7,358 shares of Dominion Energy worth $502K as of Q2 2026.
- Forvis Mazars Wealth Advisors bought 6 Dominion Energy shares in Q2 2026, an estimated $390.
- Dominion Energy made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #304 holding.
- Forvis Mazars Wealth Advisors first reported a position in Dominion Energy in Q4 2016 and has held it in 32 quarters since.
- Forvis Mazars Wealth Advisors's Dominion Energy position peaked at $1.44M in Q2 2022.
- 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.
Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.