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J.W. Cole Advisors’s Dominion Energy D Stock Holding History

J.W. Cole 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 		$1.97M Buy
28,907
+669
+2% +$43.5K 0.03% 502
2026
Q1 		$1.75M Buy
28,238
+287
+1% +$17.7K 0.06% 265
2025
Q4 		$1.61M Sell
27,951
-2,748
-9% -$166K 0.04% 467
2025
Q3 		$1.88M Buy
30,699
+1,235
+4% +$73.4K 0.04% 485
2025
Q2 		$1.67M Buy
29,464
+1,772
+6% +$97.1K 0.04% 487
2025
Q1 		$1.55M Buy
27,692
+16,062
+138% +$883K 0.05% 387
2024
Q4 		$626K Buy
11,630
+257
+2% +$14.7K 0.03% 540
2024
Q3 		$657K Sell
11,373
-3,730
-25% -$204K 0.03% 507
2024
Q2 		$740K Buy
15,103
+668
+5% +$34K 0.03% 417
2024
Q1 		$710K Buy
14,435
+1,003
+7% +$46.9K 0.04% 427
2023
Q4 		$631K Sell
13,432
-89
-0.7% -$3.97K 0.04% 415
2023
Q3 		$604K Sell
13,521
-1,347
-9% -$66.9K 0.04% 368
2023
Q2 		$770K Sell
14,868
-1,926
-11% -$105K 0.05% 322
2023
Q1 		$939K Sell
16,794
-1,800
-10% -$105K 0.07% 302
2022
Q4 		$1.14M Buy
18,594
+367
+2% +$23K 0.09% 244
2022
Q3 		$1.26M Buy
18,227
+1,139
+7% +$91.9K 0.11% 216
2022
Q2 		$1.36M Buy
17,088
+148
+0.9% +$12.2K 0.11% 212
2022
Q1 		$1.44M Sell
16,940
-2,667
-14% -$214K 0.1% 228
2021
Q4 		$1.54M Sell
19,607
-1,716
-8% -$129K 0.1% 222
2021
Q3 		$1.56M Buy
21,323
+1,449
+7% +$110K 0.11% 125
2021
Q2 		$1.46M Sell
19,874
-8,630
-30% -$666K 0.12% 206
2021
Q1 		$2.17M Buy
28,504
+4,102
+17% +$298K 0.21% 118
2020
Q4 		$1.83M Sell
24,402
-16,755
-41% -$1.33M 0.19% 127
2020
Q3 		$3.25M Buy
41,157
+14,420
+54% +$1.13M 0.25% 96
2020
Q2 		$2.17M Buy
26,737
+20,658
+340% +$1.66M 0.33% 94
2020
Q1 		$439K Sell
6,079
-24,150
-80% -$1.97M 0.85% 40
2019
Q4 		$2.5M Buy
+30,229
New +$2.47M 0.32% 86

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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

J.W. Cole Advisors's D Position: Q2 2026 in Review

J.W. Cole Advisors increased its Dominion Energy (D) stake by 2.4% in Q2 2026, buying an estimated $43.5K and bringing the position to 28,907 shares worth $1.97M. The position accounts for 0.03% of the portfolio, ranked #502.

J.W. Cole Advisors first reported a position in D in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.25M in Q3 2020. 452 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • J.W. Cole Advisors held 28,907 shares of Dominion Energy worth $1.97M as of Q2 2026.
  • J.W. Cole Advisors bought 669 Dominion Energy shares in Q2 2026, an estimated $43.5K.
  • Dominion Energy made up 0.03% of J.W. Cole Advisors's portfolio in Q2 2026, its #502 holding.
  • J.W. Cole Advisors first reported a position in Dominion Energy in Q4 2019 and has held it in 27 quarters since.
  • J.W. Cole Advisors's Dominion Energy position peaked at $3.25M in Q3 2020.
  • 452 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.