Heritage Wealth Management (Ohio)’s Dominion Energy D Stock Holding History

Heritage Wealth Management (Ohio)’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	$271K	Sell	3,975 -39	-1%	-$2.54K	0.07%	237
2026 Q1	$248K	Hold	4,014	–	–	0.12%	138
2025 Q4	$235K	Sell	4,014 -188	-4%	-$11.3K	0.07%	234
2025 Q3	$257K	Sell	4,202 -33	-0.8%	-$1.96K	0.08%	213
2025 Q2	$239K	Hold	4,235	–	–	0.08%	213
2025 Q1	$237K	Hold	4,235	–	–	0.08%	203
2024 Q4	$228K	Hold	4,235	–	–	0.08%	211
2024 Q3	$245K	Buy	4,235 +40	+1%	+$2.19K	0.08%	204
2024 Q2	$206K	Buy	+4,195	New	+$214K	0.07%	218

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

Heritage Wealth Management (Ohio)'s D Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) reduced its Dominion Energy (D) stake by 0.97% in Q2 2026, selling an estimated $2.54K and leaving 3,975 shares worth $271K. The position accounts for 0.07% of the portfolio, ranked #237.

Heritage Wealth Management (Ohio) first reported a position in D in Q2 2024 and has held it in 9 quarters since. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

Heritage Wealth Management (Ohio) held 3,975 shares of Dominion Energy worth $271K as of Q2 2026.
Heritage Wealth Management (Ohio) sold 39 Dominion Energy shares in Q2 2026, an estimated $2.54K.
Dominion Energy made up 0.07% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #237 holding.
Heritage Wealth Management (Ohio) first reported a position in Dominion Energy in Q2 2024 and has held it in 9 quarters since.
1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.