HF Advisory Group’s Dominion Energy D Stock Holding History

HF Advisory Group’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	$350K	Buy	5,127 +21	+0.4%	+$1.36K	0.11%	146
2026 Q1	$316K	Buy	5,106 +77	+2%	+$4.76K	0.11%	144
2025 Q4	$295K	Sell	5,029 -100	-2%	-$6.02K	0.1%	147
2025 Q3	$314K	Buy	5,129 +42	+0.8%	+$2.5K	0.12%	144
2025 Q2	$288K	Sell	5,087 -134	-3%	-$7.34K	0.11%	143
2025 Q1	$293K	Buy	5,221 +157	+3%	+$8.63K	0.13%	136
2024 Q4	$273K	Sell	5,064 -260	-5%	-$14.8K	0.13%	139
2024 Q3	$308K	Sell	5,324 -140	-3%	-$7.65K	0.14%	137
2024 Q2	$268K	Buy	5,464 +33	+0.6%	+$1.68K	0.14%	143
2024 Q1	$267K	Buy	5,431 +300	+6%	+$14K	0.15%	141
2023 Q4	$241K	Buy	5,131 +328	+7%	+$14.6K	0.15%	144
2023 Q3	$215K	Sell	4,803 -916	-16%	-$45.5K	0.16%	139
2023 Q2	$296K	Buy	5,719 +466	+9%	+$25.3K	0.23%	116
2023 Q1	$294K	Buy	5,253 +1,376	+35%	+$80.5K	0.26%	108
2022 Q4	$238K	Buy	+3,877	New	+$243K	0.24%	120

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

HF Advisory Group's D Position: Q2 2026 in Review

HF Advisory Group increased its Dominion Energy (D) stake by 0.41% in Q2 2026, buying an estimated $1.36K and bringing the position to 5,127 shares worth $350K. The position accounts for 0.11% of the portfolio, ranked #146.

HF Advisory Group first reported a position in D in Q4 2022 and has held it in 15 quarters since. 251 funds tracked by Wall St. Rank hold D as of Q2 2026.

HF Advisory Group held 5,127 shares of Dominion Energy worth $350K as of Q2 2026.
HF Advisory Group bought 21 Dominion Energy shares in Q2 2026, an estimated $1.36K.
Dominion Energy made up 0.11% of HF Advisory Group's portfolio in Q2 2026, its #146 holding.
HF Advisory Group first reported a position in Dominion Energy in Q4 2022 and has held it in 15 quarters since.
251 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.