Highline Wealth Partners’s Dominion Energy D Stock Holding History

Highline Wealth Partners’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	$21.9K	Buy	362 +123	+51%	+$8.26K	﹤0.01%	424
2026 Q2	$16.3K	Buy	239 +17	+8%	+$1.1K	﹤0.01%	438
2026 Q1	$13.8K	Sell	222 -72	-24%	-$4.45K	﹤0.01%	376
2025 Q4	$17.2K	Buy	294 +13	+5%	+$783	﹤0.01%	283
2025 Q3	$17.2K	Buy	281 +1	+0.4%	+$59	﹤0.01%	301
2025 Q2	$15.8K	Buy	280 +117	+72%	+$6.41K	﹤0.01%	262
2025 Q1	$9.14K	Buy	163 +21	+15%	+$1.16K	﹤0.01%	325
2024 Q4	$7.63K	Buy	142 +11	+8%	+$628	﹤0.01%	279
2024 Q3	$7.59K	Buy	131 +19	+17%	+$1.04K	﹤0.01%	291
2024 Q2	$5.49K	Buy	112 +83	+286%	+$4.23K	﹤0.01%	277
2024 Q1	$1.43K	Hold	29	–	–	﹤0.01%	348
2023 Q4	$1.36K	Hold	29	–	–	﹤0.01%	322
2023 Q3	$1.3K	Hold	29	–	–	﹤0.01%	300
2023 Q2	$1.5K	Hold	29	–	–	﹤0.01%	246
2023 Q1	$1.62K	Hold	29	–	–	﹤0.01%	247
2022 Q4	$1.78K	Hold	29	–	–	﹤0.01%	227
2022 Q3	$2K	Buy	+29	New	+$2.34K	﹤0.01%	213

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

Highline Wealth Partners's D Position: Q3 2026 in Review

Highline Wealth Partners increased its Dominion Energy (D) stake by 51% in Q3 2026, buying an estimated $8.26K and bringing the position to 362 shares worth $21.9K. The position accounts for ﹤0.01% of the portfolio, ranked #424.

Highline Wealth Partners first reported a position in D in Q3 2022 and has held it in 17 quarters since. 399 funds tracked by Wall St. Rank hold D as of Q3 2026.

Highline Wealth Partners held 362 shares of Dominion Energy worth $21.9K as of Q3 2026.
Highline Wealth Partners bought 123 Dominion Energy shares in Q3 2026, an estimated $8.26K.
Dominion Energy made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #424 holding.
Highline Wealth Partners first reported a position in Dominion Energy in Q3 2022 and has held it in 17 quarters since.
399 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.