Lantern Wealth Advisors’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
Other funds holding D
Lantern Wealth Advisors's D Position: Q2 2026 in Review
Lantern Wealth Advisors increased its Dominion Energy (D) stake by 9% in Q2 2026, buying an estimated $26K and bringing the position to 4,850 shares worth $331K. The position accounts for 0.15% of the portfolio, ranked #139.
Lantern Wealth Advisors first reported a position in D in Q4 2023 and has held it in 10 quarters since. The position peaked at $495K in Q4 2025. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.
- Lantern Wealth Advisors held 4,850 shares of Dominion Energy worth $331K as of Q2 2026.
- Lantern Wealth Advisors bought 400 Dominion Energy shares in Q2 2026, an estimated $26K.
- Dominion Energy made up 0.15% of Lantern Wealth Advisors's portfolio in Q2 2026, its #139 holding.
- Lantern Wealth Advisors first reported a position in Dominion Energy in Q4 2023 and has held it in 10 quarters since.
- Lantern Wealth Advisors's Dominion Energy position peaked at $495K in Q4 2025.
- 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.
Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.