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Fragasso Financial Advisors’s Dominion Energy D Stock Holding History

Fragasso Financial 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 		$640K Sell
9,379
-17
-0.2% -$1.1K 0.03% 195
2026
Q1 		$585K Buy
9,396
+288
+3% +$17.8K 0.04% 185
2025
Q4 		$534K Sell
9,108
-62
-0.7% -$3.73K 0.03% 196
2025
Q3 		$564K Buy
9,170
+3,521
+62% +$209K 0.04% 181
2025
Q2 		$319K Sell
5,649
-246
-4% -$13.5K 0.02% 220
2025
Q1 		$331K Sell
5,895
-944
-14% -$51.9K 0.02% 207
2024
Q4 		$368K Sell
6,839
-397
-5% -$22.6K 0.03% 189
2024
Q3 		$418K Sell
7,236
-26
-0.4% -$1.42K 0.03% 178
2024
Q2 		$356K Buy
7,262
+114
+2% +$5.81K 0.03% 186
2024
Q1 		$352K Buy
7,148
+96
+1% +$4.49K 0.03% 194
2023
Q4 		$331K Buy
7,052
+72
+1% +$3.21K 0.03% 197
2023
Q3 		$312K Sell
6,980
-1,039
-13% -$51.6K 0.03% 187
2023
Q2 		$415K Buy
8,019
+192
+2% +$10.4K 0.04% 169
2023
Q1 		$438K Buy
7,827
+1,425
+22% +$83.4K 0.05% 145
2022
Q4 		$393K Buy
6,402
+7
+0.1% +$440 0.05% 150
2022
Q3 		$442K Buy
6,395
+3,596
+128% +$290K 0.06% 115
2022
Q2 		$223K Buy
+2,799
New +$231K 0.03% 170
2021
Q4 		– Sell
-3,342
Closed -$244K – 180
2021
Q3 		$244K Buy
+3,342
New +$255K 0.03% 141
2020
Q4 		– Sell
-2,670
Closed -$211K – 135
2020
Q3 		$211K Buy
2,670
+27
+1% +$2.12K 0.04% 114
2020
Q2 		$213K Buy
+2,643
New +$212K 0.04% 111
2020
Q1 		– Sell
-2,580
Closed -$214K – 122
2019
Q4 		$214K Buy
+2,580
New +$211K 0.04% 129
2014
Q4 		– Sell
-3,006
Closed -$208K – 55
2014
Q3 		$208K Hold
3,006
– – 0.16% 75
2014
Q2 		$215K Sell
3,006
-800
-21% -$56.1K 0.19% 67
2014
Q1 		$270K Buy
3,806
+25
+0.7% +$1.71K 0.28% 58
2013
Q4 		$245K Buy
+3,781
New +$243K 0.22% 59

Other funds holding D

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Fragasso Financial Advisors's D Position: Q2 2026 in Review

Fragasso Financial Advisors reduced its Dominion Energy (D) stake by 0.18% in Q2 2026, selling an estimated $1.1K and leaving 9,379 shares worth $640K. The position accounts for 0.03% of the portfolio, ranked #195.

Fragasso Financial Advisors first reported a position in D in Q4 2013 and has held it in 25 quarters since. 452 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Fragasso Financial Advisors held 9,379 shares of Dominion Energy worth $640K as of Q2 2026.
  • Fragasso Financial Advisors sold 17 Dominion Energy shares in Q2 2026, an estimated $1.1K.
  • Dominion Energy made up 0.03% of Fragasso Financial Advisors's portfolio in Q2 2026, its #195 holding.
  • Fragasso Financial Advisors first reported a position in Dominion Energy in Q4 2013 and has held it in 25 quarters since.
  • 452 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Fragasso Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.