FourThought Financial Partners’s Dominion Energy D Stock Holding History

FourThought Financial Partners’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	$544K	Buy	7,961 +281	+4%	+$18.3K	0.04%	196
2026 Q1	$475K	Sell	7,680 -2,021	-21%	-$125K	0.04%	190
2025 Q4	$568K	Buy	9,701 +705	+8%	+$42.5K	0.05%	192
2025 Q3	$550K	Buy	8,996 +2,035	+29%	+$121K	0.05%	181
2025 Q2	$393K	Sell	6,961 -350	-5%	-$19.2K	0.04%	211
2025 Q1	$410K	Buy	7,311 +600	+9%	+$33K	0.04%	206
2024 Q4	$361K	Buy	+6,711	New	+$383K	0.04%	226
2024 Q2	–	Sell	-6,485	Closed	-$319K	–	219
2024 Q1	$319K	Buy	6,485 +242	+4%	+$11.3K	0.04%	246
2023 Q4	$293K	Buy	6,243 +127	+2%	+$5.67K	0.04%	247
2023 Q3	$273K	Sell	6,116 -138	-2%	-$6.85K	0.04%	247
2023 Q2	$324K	Buy	6,254 +601	+11%	+$32.7K	0.04%	236
2023 Q1	$316K	Sell	5,653 -169	-3%	-$9.89K	0.04%	241
2022 Q4	$357K	Buy	+5,822	New	+$366K	0.05%	230

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 $3.38T AUM 44.17% 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

FourThought Financial Partners's D Position: Q2 2026 in Review

FourThought Financial Partners increased its Dominion Energy (D) stake by 3.7% in Q2 2026, buying an estimated $18.3K and bringing the position to 7,961 shares worth $544K. The position accounts for 0.04% of the portfolio, ranked #196.

FourThought Financial Partners first reported a position in D in Q4 2022 and has held it in 13 quarters since. The position peaked at $568K in Q4 2025. 1,553 funds tracked by Wall St. Rank hold D as of Q2 2026.

FourThought Financial Partners held 7,961 shares of Dominion Energy worth $544K as of Q2 2026.
FourThought Financial Partners bought 281 Dominion Energy shares in Q2 2026, an estimated $18.3K.
Dominion Energy made up 0.04% of FourThought Financial Partners's portfolio in Q2 2026, its #196 holding.
FourThought Financial Partners first reported a position in Dominion Energy in Q4 2022 and has held it in 13 quarters since.
FourThought Financial Partners's Dominion Energy position peaked at $568K in Q4 2025.
1,553 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.