Herold Advisors’s Dominion Energy D Stock Holding History

Herold 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	$243K	Sell	4,010 -13	-0.3%	-$873	0.05%	241
2026 Q2	$274K	Hold	4,023	–	–	0.05%	236
2026 Q1	$249K	Buy	4,023 +23	+0.6%	+$1.42K	0.05%	229
2025 Q4	$234K	Sell	4,000 -300	-7%	-$18.1K	0.05%	229
2025 Q3	$263K	Sell	4,300 -460	-10%	-$27.3K	0.06%	215
2025 Q2	$269K	Hold	4,760	–	–	0.06%	258
2025 Q1	$267K	Sell	4,760 -153	-3%	-$8.42K	0.06%	237
2024 Q4	$265K	Buy	4,913 +153	+3%	+$8.73K	0.06%	237
2024 Q3	$275K	Buy	+4,760	New	+$260K	0.06%	229
2024 Q2	–	Sell	-4,735	Closed	-$233K	–	268
2024 Q1	$233K	Buy	+4,735	New	+$221K	0.06%	239
2023 Q3	–	Sell	-4,185	Closed	-$217K	–	250
2023 Q2	$217K	Buy	4,185 +225	+6%	+$12.2K	0.07%	228
2023 Q1	$221K	Buy	+3,960	New	+$232K	0.08%	211
2022 Q2	–	Sell	-2,000	Closed	-$170K	–	285
2022 Q1	$170K	Buy	+2,000	New	+$161K	0.06%	216
2021 Q4	–	Sell	-2,000	Closed	-$146K	–	285
2021 Q3	$146K	Buy	+2,000	New	+$153K	0.06%	234

Other funds holding D

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

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

RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

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

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

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

Herold Advisors's D Position: Q3 2026 in Review

Herold Advisors reduced its Dominion Energy (D) stake by 0.32% in Q3 2026, selling an estimated $873 and leaving 4,010 shares worth $243K. The position accounts for 0.05% of the portfolio, ranked #241.

Herold Advisors first reported a position in D in Q3 2021 and has held it in 14 quarters since. The position peaked at $275K in Q3 2024. 355 funds tracked by Wall St. Rank hold D as of Q3 2026.

Herold Advisors held 4,010 shares of Dominion Energy worth $243K as of Q3 2026.
Herold Advisors sold 13 Dominion Energy shares in Q3 2026, an estimated $873.
Dominion Energy made up 0.05% of Herold Advisors's portfolio in Q3 2026, its #241 holding.
Herold Advisors first reported a position in Dominion Energy in Q3 2021 and has held it in 14 quarters since.
Herold Advisors's Dominion Energy position peaked at $275K in Q3 2024.
355 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.