Jeppson Wealth Management
D icon

Jeppson Wealth Management’s Dominion Energy D Stock Holding History

Jeppson Wealth 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 		$915K Buy
15,124
+90
+0.6% +$6.05K 0.26% 89
2026
Q2 		$1.03M Sell
15,034
-70
-0.5% -$4.55K 0.3% 80
2026
Q1 		$934K Sell
15,104
-10
-0.1% -$618 0.29% 80
2025
Q4 		$886K Hold
15,114
– – 0.28% 84
2025
Q3 		$925K Sell
15,114
-300
-2% -$17.8K 0.29% 82
2025
Q2 		$871K Buy
15,414
+700
+5% +$38.4K 0.3% 81
2025
Q1 		$825K Buy
14,714
+1,888
+15% +$104K 0.3% 84
2024
Q4 		$691K Buy
12,826
+359
+3% +$20.5K 0.25% 90
2024
Q3 		$720K Sell
12,467
-10
-0.1% -$546 0.26% 93
2024
Q2 		$611K Buy
12,477
+1,028
+9% +$52.4K 0.23% 98
2024
Q1 		$563K Buy
11,449
+5,717
+100% +$267K 0.22% 108
2023
Q4 		$269K Buy
+5,732
New +$256K 0.11% 166
2023
Q3 		– Sell
-6,136
Closed -$318K – 188
2023
Q2 		$318K Buy
+6,136
New +$334K 0.14% 147
2023
Q1 		– Sell
-8,457
Closed -$519K – 201
2022
Q4 		$519K Sell
8,457
-11,173
-57% -$702K 0.22% 102
2022
Q3 		$1.36M Buy
19,630
+410
+2% +$33.1K 0.62% 35
2022
Q2 		$1.53M Buy
19,220
+351
+2% +$29K 0.66% 33
2022
Q1 		$1.6M Sell
18,869
-147
-0.8% -$11.8K 0.75% 29
2021
Q4 		$1.49M Buy
19,016
+554
+3% +$41.7K 0.72% 28
2021
Q3 		$1.35M Buy
18,462
+1,662
+10% +$127K 0.7% 29
2021
Q2 		$1.24M Buy
16,800
+78
+0.5% +$6.02K 0.67% 33
2021
Q1 		$1.27M Buy
16,722
+11,194
+202% +$813K 0.76% 31
2020
Q4 		$416K Sell
5,528
-1,155
-17% -$91.8K 0.28% 86
2020
Q3 		$527K Buy
+6,683
New +$525K 0.41% 58

Other funds holding D

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
GW Henssler & Associates
GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return
Oak Grove Capital
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

Jeppson Wealth Management's D Position: Q3 2026 in Review

Jeppson Wealth Management increased its Dominion Energy (D) stake by 0.6% in Q3 2026, buying an estimated $6.05K and bringing the position to 15,124 shares worth $915K. The position accounts for 0.26% of the portfolio, ranked #89.

Jeppson Wealth Management first reported a position in D in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.6M in Q1 2022. 479 funds tracked by Wall St. Rank hold D as of Q3 2026.

  • Jeppson Wealth Management held 15,124 shares of Dominion Energy worth $915K as of Q3 2026.
  • Jeppson Wealth Management bought 90 Dominion Energy shares in Q3 2026, an estimated $6.05K.
  • Dominion Energy made up 0.26% of Jeppson Wealth Management's portfolio in Q3 2026, its #89 holding.
  • Jeppson Wealth Management first reported a position in Dominion Energy in Q3 2020 and has held it in 23 quarters since.
  • Jeppson Wealth Management's Dominion Energy position peaked at $1.6M in Q1 2022.
  • 479 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.