Heartwood Wealth Advisors’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
Other funds holding D
Heartwood Wealth Advisors's D Position: Q2 2026 in Review
Heartwood Wealth Advisors increased its Dominion Energy (D) stake by 24% in Q2 2026, buying an estimated $52K and bringing the position to 4,169 shares worth $285K. The position accounts for 0.02% of the portfolio, ranked #201.
Heartwood Wealth Advisors first reported a position in D in Q3 2025 and has held it in 3 quarters since. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.
- Heartwood Wealth Advisors held 4,169 shares of Dominion Energy worth $285K as of Q2 2026.
- Heartwood Wealth Advisors bought 800 Dominion Energy shares in Q2 2026, an estimated $52K.
- Dominion Energy made up 0.02% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #201 holding.
- Heartwood Wealth Advisors first reported a position in Dominion Energy in Q3 2025 and has held it in 3 quarters since.
- 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.
Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.