Investment Partners Asset Management’s Dominion Energy D Stock Holding History

Investment Partners Asset Management’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	$286K	Hold	4,729	–	–	0.15%	140
2026 Q2	$323K	Hold	4,729	–	–	0.18%	129
2026 Q1	$292K	Hold	4,729	–	–	0.18%	131
2025 Q4	$277K	Hold	4,729	–	–	0.17%	136
2025 Q3	$289K	Hold	4,729	–	–	0.19%	133
2025 Q2	$267K	Hold	4,729	–	–	0.19%	130
2025 Q1	$265K	Hold	4,729	–	–	0.21%	122
2024 Q4	$255K	Hold	4,729	–	–	0.2%	123
2024 Q3	$273K	Hold	4,729	–	–	0.22%	114
2024 Q2	$232K	Sell	4,729 -111	-2%	-$5.66K	0.21%	116
2024 Q1	$238K	Hold	4,840	–	–	0.22%	120
2023 Q4	$227K	Buy	+4,840	New	+$216K	0.23%	114

Other funds holding D

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

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

GGI

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

OGC

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

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Investment Partners Asset Management's D Position: Q3 2026 in Review

Investment Partners Asset Management held its Dominion Energy (D) position steady in Q3 2026 at 4,729 shares worth $286K. The position accounts for 0.15% of the portfolio, ranked #140.

Investment Partners Asset Management first reported a position in D in Q4 2023 and has held it in 12 quarters since. The position peaked at $323K in Q2 2026. 217 funds tracked by Wall St. Rank hold D as of Q3 2026.

Investment Partners Asset Management held 4,729 shares of Dominion Energy worth $286K as of Q3 2026.
Investment Partners Asset Management left its Dominion Energy share count unchanged in Q3 2026.
Dominion Energy made up 0.15% of Investment Partners Asset Management's portfolio in Q3 2026, its #140 holding.
Investment Partners Asset Management first reported a position in Dominion Energy in Q4 2023 and has held it in 12 quarters since.
Investment Partners Asset Management's Dominion Energy position peaked at $323K in Q2 2026.
217 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Investment Partners Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.