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LifeSteps Financial’s Dominion Energy D Stock Holding History

LifeSteps Financial’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 		$93.1K Buy
+1,364
New +$88.7K 0.04% 158
2024
Q2 		– Sell
-1,364
Closed -$67.1K – 154
2024
Q1 		$67.1K Buy
+1,364
New +$63.7K 0.05% 133

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

LifeSteps Financial's D Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Dominion Energy (D) in Q2 2026: 1,364 shares worth $93.1K. The stake represents 0.04% of the portfolio and ranks #158 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in D as recently as Q1 2024.

LifeSteps Financial first reported a position in D in Q1 2024 and has held it in 2 quarters since. 452 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • LifeSteps Financial held 1,364 shares of Dominion Energy worth $93.1K as of Q2 2026.
  • Dominion Energy was a new LifeSteps Financial position in Q2 2026.
  • Dominion Energy made up 0.04% of LifeSteps Financial's portfolio in Q2 2026, its #158 holding.
  • LifeSteps Financial first reported a position in Dominion Energy in Q1 2024 and has held it in 2 quarters since.
  • 452 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.