Graves Light Lenhart Wealth’s Dominion Energy D Stock Holding History

Graves Light Lenhart Wealth’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	$1.71M	Sell	25,108 -1,976	-7%	-$128K	0.16%	69
2026 Q1	$1.67M	Sell	27,084 -497	-2%	-$30.7K	0.17%	68
2025 Q4	$1.62M	Sell	27,581 -3,769	-12%	-$227K	0.17%	68
2025 Q3	$1.92M	Sell	31,350 -3,475	-10%	-$207K	0.21%	62
2025 Q2	$1.97M	Buy	34,825 +958	+3%	+$52.5K	0.23%	63
2025 Q1	$1.9M	Buy	33,867 +310	+0.9%	+$17.1K	0.23%	62
2024 Q4	$1.81M	Sell	33,557 -119	-0.4%	-$6.79K	0.22%	64
2024 Q3	$1.95M	Sell	33,676 -695	-2%	-$38K	0.24%	63
2024 Q2	$1.65M	Sell	34,371 -3,305	-9%	-$168K	0.19%	69
2024 Q1	$1.85M	Sell	37,676 -3,279	-8%	-$153K	0.21%	64
2023 Q4	$1.92M	Sell	40,955 -1,719	-4%	-$76.7K	0.24%	64
2023 Q3	$1.78M	Sell	42,674 -461	-1%	-$22.9K	0.24%	63
2023 Q2	$2.23M	Sell	43,135 -693	-2%	-$37.7K	0.3%	62
2023 Q1	$2.45M	Sell	43,828 -239	-0.5%	-$14K	0.38%	55
2022 Q4	$2.7M	Sell	44,067 -104	-0.2%	-$6.53K	0.42%	53
2022 Q3	$3.05M	Sell	44,171 -172	-0.4%	-$13.9K	0.51%	47
2022 Q2	$3.54M	Sell	44,343 -2,611	-6%	-$216K	0.54%	47
2022 Q1	$3.99M	Buy	46,954 +59	+0.1%	+$4.74K	0.56%	49
2021 Q4	$3.68M	Sell	46,895 -894	-2%	-$67.3K	0.52%	50
2021 Q3	$3.49M	Sell	47,789 -30	-0.1%	-$2.29K	0.55%	49
2021 Q2	$3.52M	Sell	47,819 -341	-0.7%	-$26.3K	0.56%	48
2021 Q1	$3.66M	Sell	48,160 -573	-1%	-$41.6K	0.63%	45
2020 Q4	$3.67M	Buy	48,733 +517	+1%	+$41.1K	0.68%	41
2020 Q3	$3.81M	Sell	48,216 -1,460	-3%	-$115K	0.84%	36
2020 Q2	$4.03M	Sell	49,676 -1,577	-3%	-$126K	0.95%	31
2020 Q1	$3.7M	Buy	51,253 +36	+0.1%	+$2.94K	1%	29
2019 Q4	$4.24M	Buy	51,217 +699	+1%	+$57.1K	0.89%	37
2019 Q3	$4.17M	Buy	50,518 +3,876	+8%	+$300K	0.92%	35
2019 Q2	$3.61M	Buy	46,642 +1,737	+4%	+$132K	0.86%	37
2019 Q1	$3.44M	Buy	44,905 +3,941	+10%	+$288K	0.88%	38
2018 Q4	$2.93M	Buy	+40,964	New	+$2.99M	0.86%	36

Other funds holding D

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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

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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Graves Light Lenhart Wealth's D Position: Q2 2026 in Review

Graves Light Lenhart Wealth reduced its Dominion Energy (D) stake by 7.3% in Q2 2026, selling an estimated $128K and leaving 25,108 shares worth $1.71M. The position accounts for 0.16% of the portfolio, ranked #69.

Graves Light Lenhart Wealth first reported a position in D in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.24M in Q4 2019. 251 funds tracked by Wall St. Rank hold D as of Q2 2026.

Graves Light Lenhart Wealth held 25,108 shares of Dominion Energy worth $1.71M as of Q2 2026.
Graves Light Lenhart Wealth sold 1,976 Dominion Energy shares in Q2 2026, an estimated $128K.
Dominion Energy made up 0.16% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #69 holding.
Graves Light Lenhart Wealth first reported a position in Dominion Energy in Q4 2018 and has held it in 31 quarters since.
Graves Light Lenhart Wealth's Dominion Energy position peaked at $4.24M in Q4 2019.
251 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.