Longview Financial Advisors’s Dominion Energy D Stock Holding History

Longview Financial Advisors’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	$302K	Hold	4,996	–	–	0.17%	37
2026 Q2	$341K	Hold	4,996	–	–	0.2%	35
2026 Q1	$309K	Hold	4,996	–	–	0.19%	36
2025 Q4	$293K	Hold	4,996	–	–	0.2%	37
2025 Q3	$306K	Hold	4,996	–	–	0.22%	34
2025 Q2	$282K	Sell	4,996 -10	-0.2%	-$548	0.24%	35
2025 Q1	$281K	Hold	5,006	–	–	0.24%	37
2024 Q4	$270K	Buy	5,006 +10	+0.2%	+$570	0.21%	38
2024 Q3	$289K	Sell	4,996 -10	-0.2%	-$546	0.21%	38
2024 Q2	$245K	Hold	5,006	–	–	0.19%	41
2024 Q1	$246K	Hold	5,006	–	–	0.18%	42
2023 Q4	$235K	Buy	+5,006	New	+$223K	0.19%	38

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

Longview Financial Advisors's D Position: Q3 2026 in Review

Longview Financial Advisors held its Dominion Energy (D) position steady in Q3 2026 at 4,996 shares worth $302K. The position accounts for 0.17% of the portfolio, ranked #37.

Longview Financial Advisors first reported a position in D in Q4 2023 and has held it in 12 quarters since. The position peaked at $341K in Q2 2026. 78 funds tracked by Wall St. Rank hold D as of Q3 2026.

Longview Financial Advisors held 4,996 shares of Dominion Energy worth $302K as of Q3 2026.
Longview Financial Advisors left its Dominion Energy share count unchanged in Q3 2026.
Dominion Energy made up 0.17% of Longview Financial Advisors's portfolio in Q3 2026, its #37 holding.
Longview Financial Advisors first reported a position in Dominion Energy in Q4 2023 and has held it in 12 quarters since.
Longview Financial Advisors's Dominion Energy position peaked at $341K in Q2 2026.
78 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Longview Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.