Kelleher Financial Advisors’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
$9.43K Buy
+138
New +$8.97K ﹤0.01% 624
2026
Q1
Sell
-100
Closed -$5.86K 691
2025
Q4
$5.86K Buy
+100
New +$6.02K ﹤0.01% 615

Other funds holding D

Kelleher Financial Advisors's D Position: Q2 2026 in Review

Kelleher Financial Advisors opened a new position in Dominion Energy (D) in Q2 2026: 138 shares worth $9.43K. The stake represents ﹤0.01% of the portfolio and ranks #624 among its holdings. This is a return to the name: Kelleher Financial Advisors previously reported a position in D as recently as Q4 2025.

Kelleher Financial Advisors first reported a position in D in Q4 2025 and has held it in 2 quarters since. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Kelleher Financial Advisors held 138 shares of Dominion Energy worth $9.43K as of Q2 2026.
  • Dominion Energy was a new Kelleher Financial Advisors position in Q2 2026.
  • Dominion Energy made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #624 holding.
  • Kelleher Financial Advisors first reported a position in Dominion Energy in Q4 2025 and has held it in 2 quarters since.
  • 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.