MJT & Associates Financial Advisory’s Dominion Energy D Stock Holding History

MJT & Associates Financial Advisory’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	$30.3K	Sell	500 -2,000	-80%	-$134K	0.02%	92
2026 Q2	$171K	Hold	2,500	–	–	0.11%	47
2026 Q1	$155K	Hold	2,500	–	–	0.11%	47
2025 Q4	$146K	Hold	2,500	–	–	0.11%	49
2025 Q3	$153K	Hold	2,500	–	–	0.12%	44
2025 Q2	$141K	Buy	2,500 +250	+11%	+$13.7K	0.18%	57
2025 Q1	$126K	Buy	+2,250	New	+$124K	0.12%	70

Other funds holding D

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

OGC

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

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 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

MJT & Associates Financial Advisory's D Position: Q3 2026 in Review

MJT & Associates Financial Advisory reduced its Dominion Energy (D) stake by 80% in Q3 2026, selling an estimated $134K and leaving 500 shares worth $30.3K. The position accounts for 0.02% of the portfolio, ranked #92.

MJT & Associates Financial Advisory first reported a position in D in Q1 2025 and has held it in 7 quarters since. The position peaked at $171K in Q2 2026. 99 funds tracked by Wall St. Rank hold D as of Q3 2026.

MJT & Associates Financial Advisory held 500 shares of Dominion Energy worth $30.3K as of Q3 2026.
MJT & Associates Financial Advisory sold 2,000 Dominion Energy shares in Q3 2026, an estimated $134K.
Dominion Energy made up 0.02% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #92 holding.
MJT & Associates Financial Advisory first reported a position in Dominion Energy in Q1 2025 and has held it in 7 quarters since.
MJT & Associates Financial Advisory's Dominion Energy position peaked at $171K in Q2 2026.
99 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.