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 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

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FAF

Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Miller Financial Services's D Position: Q2 2026 in Review

Miller Financial Services reduced its Dominion Energy (D) stake by 2.1% in Q2 2026, selling an estimated $19.5K and leaving 14,041 shares worth $959K. The position accounts for 0.77% of the portfolio, ranked #36.

Miller Financial Services first reported a position in D in Q4 2024 and has held it in 7 quarters since. 572 funds tracked by Wall St. Rank hold D as of Q2 2026.

Miller Financial Services held 14,041 shares of Dominion Energy worth $959K as of Q2 2026.
Miller Financial Services sold 300 Dominion Energy shares in Q2 2026, an estimated $19.5K.
Dominion Energy made up 0.77% of Miller Financial Services's portfolio in Q2 2026, its #36 holding.
Miller Financial Services first reported a position in Dominion Energy in Q4 2024 and has held it in 7 quarters since.
572 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Miller Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.