Heartwood Wealth Advisors’s Dominion Energy D Stock Holding History

Heartwood 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 Q3	$204K	Sell	3,369 -800	-19%	-$53.7K	0.02%	223
2026 Q2	$285K	Buy	4,169 +800	+24%	+$52K	0.02%	201
2026 Q1	$208K	Buy	+3,369	New	+$208K	0.02%	222
2025 Q4	–	Sell	-2,777	Closed	-$170K	–	298
2025 Q3	$170K	Buy	+2,777	New	+$165K	0.02%	214

Other funds holding D

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

OGC

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BFA

Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

AIM

Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Heartwood Wealth Advisors's D Position: Q3 2026 in Review

Heartwood Wealth Advisors reduced its Dominion Energy (D) stake by 19% in Q3 2026, selling an estimated $53.7K and leaving 3,369 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #223.

Heartwood Wealth Advisors first reported a position in D in Q3 2025 and has held it in 4 quarters since. The position peaked at $285K in Q2 2026. 112 funds tracked by Wall St. Rank hold D as of Q3 2026.

Heartwood Wealth Advisors held 3,369 shares of Dominion Energy worth $204K as of Q3 2026.
Heartwood Wealth Advisors sold 800 Dominion Energy shares in Q3 2026, an estimated $53.7K.
Dominion Energy made up 0.02% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #223 holding.
Heartwood Wealth Advisors first reported a position in Dominion Energy in Q3 2025 and has held it in 4 quarters since.
Heartwood Wealth Advisors's Dominion Energy position peaked at $285K in Q2 2026.
112 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.