Legacy Wealth Asset Management’s Dominion Energy D Stock Holding History

Legacy Wealth 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	$754K	Sell	12,457 -9	-0.1%	-$605	0.17%	177
2026 Q2	$851K	Buy	12,466 +16	+0.1%	+$1.04K	0.19%	148
2026 Q1	$770K	Buy	12,450 +92	+0.7%	+$5.68K	0.19%	177
2025 Q4	$724K	Buy	12,358 +133	+1%	+$8.01K	0.18%	180
2025 Q3	$748K	Buy	12,225 +4,067	+50%	+$242K	0.18%	176
2025 Q2	$461K	Buy	8,158 +148	+2%	+$8.11K	0.12%	262
2025 Q1	$449K	Buy	8,010 +117	+1%	+$6.43K	0.12%	253
2024 Q4	$425K	Buy	7,893 +86	+1%	+$4.91K	0.12%	263
2024 Q3	$451K	Buy	7,807 +85	+1%	+$4.64K	0.12%	260
2024 Q2	$378K	Buy	7,722 +519	+7%	+$26.4K	0.11%	270
2024 Q1	$354K	Buy	7,203 +359	+5%	+$16.8K	0.1%	280
2023 Q4	$322K	Buy	6,844 +602	+10%	+$26.9K	0.11%	281
2023 Q3	$279K	Buy	6,242 +118	+2%	+$5.86K	0.1%	285
2023 Q2	$317K	Buy	6,124 +122	+2%	+$6.63K	0.11%	281
2023 Q1	$336K	Buy	6,002 +204	+4%	+$11.9K	0.12%	278
2022 Q4	$356K	Buy	5,798 +207	+4%	+$13K	0.14%	274
2022 Q3	$386K	Buy	+5,591	New	+$451K	0.17%	218

Other funds holding D

OGC

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

TFA

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

MSV

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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BFA

Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

AIM

Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Legacy Wealth Asset Management's D Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its Dominion Energy (D) stake by 0.07% in Q3 2026, selling an estimated $605 and leaving 12,457 shares worth $754K. The position accounts for 0.17% of the portfolio, ranked #177.

Legacy Wealth Asset Management first reported a position in D in Q3 2022 and has held it in 17 quarters since. The position peaked at $851K in Q2 2026. 78 funds tracked by Wall St. Rank hold D as of Q3 2026.

Legacy Wealth Asset Management held 12,457 shares of Dominion Energy worth $754K as of Q3 2026.
Legacy Wealth Asset Management sold 9 Dominion Energy shares in Q3 2026, an estimated $605.
Dominion Energy made up 0.17% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #177 holding.
Legacy Wealth Asset Management first reported a position in Dominion Energy in Q3 2022 and has held it in 17 quarters since.
Legacy Wealth Asset Management's Dominion Energy position peaked at $851K in Q2 2026.
78 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

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