Gratus Wealth Advisors’s Dominion Energy D Stock Holding History

Gratus Wealth 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	$2.55M	Sell	37,286 -80	-0.2%	-$5.2K	0.32%	31
2026 Q1	$2.31M	Buy	37,366 +57	+0.2%	+$3.52K	0.33%	30
2025 Q4	$2.19M	Sell	37,309 -1,858	-5%	-$112K	0.3%	30
2025 Q3	$2.4M	Buy	39,167 +56	+0.1%	+$3.33K	0.34%	29
2025 Q2	$2.21M	Sell	39,111 -1,939	-5%	-$106K	0.33%	29
2025 Q1	$2.3M	Sell	41,050 -282	-0.7%	-$15.5K	0.38%	30
2024 Q4	$2.23M	Sell	41,332 -1,224	-3%	-$69.8K	0.36%	30
2024 Q3	$2.43M	Buy	42,556 +770	+2%	+$42.1K	0.4%	31
2024 Q2	$2.15M	Sell	41,786 -1,572	-4%	-$80.1K	0.37%	33
2024 Q1	$2.11M	Buy	43,358 +5,452	+14%	+$255K	0.39%	33
2023 Q4	$1.78M	Buy	+37,906	New	+$1.69M	0.35%	36

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 $3.37T AUM 44.26% 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

Gratus Wealth Advisors's D Position: Q2 2026 in Review

Gratus Wealth Advisors reduced its Dominion Energy (D) stake by 0.21% in Q2 2026, selling an estimated $5.2K and leaving 37,286 shares worth $2.55M. The position accounts for 0.32% of the portfolio, ranked #31.

Gratus Wealth Advisors first reported a position in D in Q4 2023 and has held it in 11 quarters since. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

Gratus Wealth Advisors held 37,286 shares of Dominion Energy worth $2.55M as of Q2 2026.
Gratus Wealth Advisors sold 80 Dominion Energy shares in Q2 2026, an estimated $5.2K.
Dominion Energy made up 0.32% of Gratus Wealth Advisors's portfolio in Q2 2026, its #31 holding.
Gratus Wealth Advisors first reported a position in Dominion Energy in Q4 2023 and has held it in 11 quarters since.
1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

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