Gladstone Institutional Advisory’s Dominion Energy D Stock Holding History

Gladstone Institutional Advisory’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	$272K	Sell	3,982 -110	-3%	-$7.15K	0.01%	772
2026 Q1	$253K	Sell	4,092 -595	-13%	-$36.8K	0.01%	734
2025 Q4	$275K	Buy	+4,687	New	+$282K	0.01%	665
2022 Q3	–	Sell	-2,890	Closed	-$231K	–	639
2022 Q2	$231K	Buy	2,890 +481	+20%	+$39.7K	0.02%	570
2022 Q1	$205K	Buy	+2,409	New	+$193K	0.01%	666
2020 Q2	–	Sell	-7,153	Closed	-$516K	–	257
2020 Q1	$516K	Buy	+7,153	New	+$584K	0.13%	136

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 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

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

Gladstone Institutional Advisory's D Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its Dominion Energy (D) stake by 2.7% in Q2 2026, selling an estimated $7.15K and leaving 3,982 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #772.

Gladstone Institutional Advisory first reported a position in D in Q1 2020 and has held it in 6 quarters since. The position peaked at $516K in Q1 2020. 507 funds tracked by Wall St. Rank hold D as of Q2 2026.

Gladstone Institutional Advisory held 3,982 shares of Dominion Energy worth $272K as of Q2 2026.
Gladstone Institutional Advisory sold 110 Dominion Energy shares in Q2 2026, an estimated $7.15K.
Dominion Energy made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #772 holding.
Gladstone Institutional Advisory first reported a position in Dominion Energy in Q1 2020 and has held it in 6 quarters since.
Gladstone Institutional Advisory's Dominion Energy position peaked at $516K in Q1 2020.
507 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.