HWA
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HHM Wealth Advisors’s Dominion Energy D Stock Holding History

HHM 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
Q2 		$171K Hold
2,503
– – 0.02% 228
2026
Q1 		$155K Sell
2,503
-100
-4% -$6.18K 0.02% 219
2025
Q4 		$153K Hold
2,603
– – 0.02% 222
2025
Q3 		$159K Sell
2,603
-29
-1% -$1.72K 0.02% 232
2025
Q2 		$149K Sell
2,632
-92
-3% -$5.04K 0.02% 239
2025
Q1 		$153K Sell
2,724
-199
-7% -$10.9K 0.02% 223
2024
Q4 		$157K Buy
2,923
+30
+1% +$1.71K 0.02% 209
2024
Q3 		$167K Buy
2,893
+210
+8% +$11.5K 0.02% 194
2024
Q2 		$131K Buy
2,683
+1,200
+81% +$61.1K 0.02% 219
2024
Q1 		$72.9K Hold
1,483
– – 0.01% 252
2023
Q4 		$69.7K Hold
1,483
– – 0.01% 245
2023
Q3 		$66.2K Sell
1,483
-923
-38% -$45.8K 0.01% 239
2023
Q2 		$125K Hold
2,406
– – 0.02% 183
2023
Q1 		$135K Hold
2,406
– – 0.03% 169
2022
Q4 		$148K Buy
2,406
+1,846
+330% +$116K 0.03% 144
2022
Q3 		$39K Hold
560
– – 0.01% 264
2022
Q2 		$45K Hold
560
– – 0.01% 292
2022
Q1 		$48K Hold
560
– – 0.01% 311
2021
Q4 		$44K Sell
560
-560
-50% -$42.1K 0.01% 321
2021
Q3 		$82K Hold
1,120
– – 0.02% 230
2021
Q2 		$82K Hold
1,120
– – 0.02% 230
2021
Q1 		$85K Hold
1,120
– – 0.03% 209
2020
Q4 		$84K Hold
1,120
– – 0.03% 194
2020
Q3 		$88K Buy
1,120
+73
+7% +$5.73K 0.04% 166
2020
Q2 		$85K Sell
1,047
-105
-9% -$8.42K 0.04% 163
2020
Q1 		$83K Buy
+1,152
New +$94.1K 0.04% 139

Other funds holding D

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
DC
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

HHM Wealth Advisors's D Position: Q2 2026 in Review

HHM Wealth Advisors held its Dominion Energy (D) position steady in Q2 2026 at 2,503 shares worth $171K. The position accounts for 0.02% of the portfolio, ranked #228.

HHM Wealth Advisors first reported a position in D in Q1 2020 and has held it in 26 quarters since. 501 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • HHM Wealth Advisors held 2,503 shares of Dominion Energy worth $171K as of Q2 2026.
  • HHM Wealth Advisors left its Dominion Energy share count unchanged in Q2 2026.
  • Dominion Energy made up 0.02% of HHM Wealth Advisors's portfolio in Q2 2026, its #228 holding.
  • HHM Wealth Advisors first reported a position in Dominion Energy in Q1 2020 and has held it in 26 quarters since.
  • 501 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.