High Note Wealth’s Dominion Energy D Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.78K Buy
70
+32
+84% +$2.08K ﹤0.01% 619
2026
Q1
$2.35K Buy
38
+31
+443% +$1.92K ﹤0.01% 755
2025
Q4
$410 Buy
7
+1
+17% +$60 ﹤0.01% 852
2025
Q3
$367 Buy
6
+3
+100% +$178 ﹤0.01% 780
2025
Q2
$170 Buy
+3
New +$164 ﹤0.01% 835
2025
Q1
Sell
-3
Closed -$162 901
2024
Q4
$162 Buy
+3
New +$171 ﹤0.01% 833

Other funds holding D

High Note Wealth's D Position: Q2 2026 in Review

High Note Wealth increased its Dominion Energy (D) stake by 84% in Q2 2026, buying an estimated $2.08K and bringing the position to 70 shares worth $4.78K. The position accounts for ﹤0.01% of the portfolio, ranked #619.

High Note Wealth first reported a position in D in Q4 2024 and has held it in 6 quarters since. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • High Note Wealth held 70 shares of Dominion Energy worth $4.78K as of Q2 2026.
  • High Note Wealth bought 32 Dominion Energy shares in Q2 2026, an estimated $2.08K.
  • Dominion Energy made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #619 holding.
  • High Note Wealth first reported a position in Dominion Energy in Q4 2024 and has held it in 6 quarters since.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.