Miller Financial Services’s Dominion Energy D Stock Holding History

Miller Financial Services’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	$866K	Buy	14,312 +271	+2%	+$18.2K	0.66%	44
2026 Q2	$959K	Sell	14,041 -300	-2%	-$19.5K	0.77%	36
2026 Q1	$887K	Buy	14,341 +370	+3%	+$22.9K	0.97%	30
2025 Q4	$819K	Buy	13,971 +1,847	+15%	+$111K	0.96%	31
2025 Q3	$742K	Buy	12,124 +1,730	+17%	+$103K	0.86%	38
2025 Q2	$587K	Sell	10,394 -2,331	-18%	-$128K	0.75%	40
2025 Q1	$713K	Buy	12,725 +249	+2%	+$13.7K	1.03%	33
2024 Q4	$672K	Buy	+12,476	New	+$712K	0.57%	48

Other funds holding D

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Miller Financial Services's D Position: Q3 2026 in Review

Miller Financial Services increased its Dominion Energy (D) stake by 1.9% in Q3 2026, buying an estimated $18.2K and bringing the position to 14,312 shares worth $866K. The position accounts for 0.66% of the portfolio, ranked #44.

Miller Financial Services first reported a position in D in Q4 2024 and has held it in 8 quarters since. The position peaked at $959K in Q2 2026. 596 funds tracked by Wall St. Rank hold D as of Q3 2026.

Miller Financial Services held 14,312 shares of Dominion Energy worth $866K as of Q3 2026.
Miller Financial Services bought 271 Dominion Energy shares in Q3 2026, an estimated $18.2K.
Dominion Energy made up 0.66% of Miller Financial Services's portfolio in Q3 2026, its #44 holding.
Miller Financial Services first reported a position in Dominion Energy in Q4 2024 and has held it in 8 quarters since.
Miller Financial Services's Dominion Energy position peaked at $959K in Q2 2026.
596 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Miller Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.