Goldstein 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
$290K Buy
4,244
+823
+24% +$53.5K 0.03% 195
2026
Q1
$211K Buy
+3,421
New +$211K 0.02% 205

Other funds holding D

Goldstein Advisors's D Position: Q2 2026 in Review

Goldstein Advisors increased its Dominion Energy (D) stake by 24% in Q2 2026, buying an estimated $53.5K and bringing the position to 4,244 shares worth $290K. The position accounts for 0.03% of the portfolio, ranked #195.

Goldstein Advisors first reported a position in D in Q1 2026 and has held it in 2 quarters since. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Goldstein Advisors held 4,244 shares of Dominion Energy worth $290K as of Q2 2026.
  • Goldstein Advisors bought 823 Dominion Energy shares in Q2 2026, an estimated $53.5K.
  • Dominion Energy made up 0.03% of Goldstein Advisors's portfolio in Q2 2026, its #195 holding.
  • Goldstein Advisors first reported a position in Dominion Energy in Q1 2026 and has held it in 2 quarters since.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.