Gladwyn Financial 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
$27.9K Buy
408
+4
+1% +$260 0.02% 67
2026
Q1
$25K Buy
404
+4
+1% +$247 0.02% 71
2025
Q4
$23.4K Buy
400
+4
+1% +$241 0.02% 73
2025
Q3
$24.2K Buy
396
+5
+1% +$297 0.02% 70
2025
Q2
$22.1K Buy
+391
New +$21.4K 0.02% 68

Other funds holding D

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

Gladwyn Financial Advisors increased its Dominion Energy (D) stake by 0.99% in Q2 2026, buying an estimated $260 and bringing the position to 408 shares worth $27.9K. The position accounts for 0.02% of the portfolio, ranked #67.

Gladwyn Financial Advisors first reported a position in D in Q2 2025 and has held it in 5 quarters since. 452 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Gladwyn Financial Advisors held 408 shares of Dominion Energy worth $27.9K as of Q2 2026.
  • Gladwyn Financial Advisors bought 4 Dominion Energy shares in Q2 2026, an estimated $260.
  • Dominion Energy made up 0.02% of Gladwyn Financial Advisors's portfolio in Q2 2026, its #67 holding.
  • Gladwyn Financial Advisors first reported a position in Dominion Energy in Q2 2025 and has held it in 5 quarters since.
  • 452 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Gladwyn Financial Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.