Modera Wealth Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $667K | Buy |
9,771
+109
| +1% | +$7.09K | 0.01% | 407 |
|
|
2026
Q1 | $597K | Buy |
9,662
+783
| +9% | +$48.4K | 0.01% | 409 |
|
|
2025
Q4 | $520K | Sell |
8,879
-728
| -8% | -$43.9K | 0.01% | 449 |
|
|
2025
Q3 | $588K | Sell |
9,607
-81
| -0.8% | -$4.82K | 0.01% | 427 |
|
|
2025
Q2 | $548K | Buy |
9,688
+256
| +3% | +$14K | 0.01% | 430 |
|
|
2025
Q1 | $529K | Sell |
9,432
-680
| -7% | -$37.4K | 0.01% | 422 |
|
|
2024
Q4 | $545K | Buy |
10,112
+563
| +6% | +$32.1K | 0.01% | 420 |
|
|
2024
Q3 | $552K | Sell |
9,549
-825
| -8% | -$45.1K | 0.01% | 393 |
|
|
2024
Q2 | $508K | Sell |
10,374
-66
| -0.6% | -$3.36K | 0.01% | 391 |
|
|
2024
Q1 | $514K | Sell |
10,440
-609
| -6% | -$28.4K | 0.01% | 387 |
|
|
2023
Q4 | $519K | Sell |
11,049
-343
| -3% | -$15.3K | 0.01% | 371 |
|
|
2023
Q3 | $509K | Sell |
11,392
-10,132
| -47% | -$503K | 0.01% | 358 |
|
|
2023
Q2 | $1.11M | Buy |
21,524
+17,367
| +418% | +$944K | 0.02% | 282 |
|
|
2023
Q1 | $232K | Sell |
4,157
-1,098
| -21% | -$64.3K | 0.01% | 318 |
|
|
2022
Q4 | $322K | Buy |
5,255
+935
| +22% | +$58.7K | 0.01% | 272 |
|
|
2022
Q3 | $299K | Sell |
4,320
-491
| -10% | -$39.6K | 0.02% | 242 |
|
|
2022
Q2 | $384K | Buy |
4,811
+45
| +0.9% | +$3.72K | 0.02% | 225 |
|
|
2022
Q1 | $405K | Buy |
4,766
+1,373
| +40% | +$110K | 0.02% | 235 |
|
|
2021
Q4 | $266K | Buy |
3,393
+106
| +3% | +$7.98K | 0.01% | 454 |
|
|
2021
Q3 | $240K | Sell |
3,287
-242
| -7% | -$18.5K | 0.01% | 239 |
|
|
2021
Q2 | $260K | Buy |
3,529
+276
| +8% | +$21.3K | 0.01% | 200 |
|
|
2021
Q1 | $247K | Sell |
3,253
-133
| -4% | -$9.66K | 0.02% | 197 |
|
|
2020
Q4 | $254K | Buy |
3,386
+563
| +20% | +$44.7K | 0.02% | 201 |
|
|
2020
Q3 | $223K | Hold |
2,823
| – | – | 0.03% | 144 |
|
|
2020
Q2 | $229K | Sell |
2,823
-250
| -8% | -$20.1K | 0.04% | 143 |
|
|
2020
Q1 | $222K | Hold |
3,073
| – | – | 0.05% | 131 |
|
|
2019
Q4 | $255K | Buy |
3,073
+47
| +2% | +$3.84K | 0.04% | 126 |
|
|
2019
Q3 | $245K | Buy |
3,026
+185
| +7% | +$14.3K | 0.04% | 122 |
|
|
2019
Q2 | $220K | Hold |
2,841
| – | – | 0.04% | 130 |
|
|
2019
Q1 | $218K | Sell |
2,841
-27
| -0.9% | -$1.97K | 0.04% | 131 |
|
|
2018
Q4 | $205K | Buy |
+2,868
| New | +$210K | 0.04% | 127 |
|
|
2018
Q1 | – | Sell |
-2,667
| Closed | -$216K | – | 133 |
|
|
2017
Q4 | $216K | Sell |
2,667
-104
| -4% | -$8.43K | 0.05% | 122 |
|
|
2017
Q3 | $213K | Sell |
2,771
-64
| -2% | -$4.98K | 0.05% | 120 |
|
|
2017
Q2 | $217K | Hold |
2,835
| – | – | 0.05% | 109 |
|
|
2017
Q1 | $220K | Hold |
2,835
| – | – | 0.06% | 106 |
|
|
2016
Q4 | $217K | Hold |
2,835
| – | – | 0.07% | 97 |
|
|
2016
Q3 | $211K | Sell |
2,835
-60
| -2% | -$4.57K | 0.07% | 102 |
|
|
2016
Q2 | $226K | Buy |
+2,895
| New | +$210K | 0.08% | 91 |
|
|
2015
Q3 | – | Sell |
-3,363
| Closed | -$225K | – | 79 |
|
|
2015
Q2 | $225K | Sell |
3,363
-486
| -13% | -$34.2K | 0.09% | 75 |
|
|
2015
Q1 | $272K | Buy |
3,849
+514
| +15% | +$38.1K | 0.11% | 67 |
|
|
2014
Q4 | $256K | Hold |
3,335
| – | – | 0.1% | 70 |
|
|
2014
Q3 | $230K | Hold |
3,335
| – | – | 0.1% | 74 |
|
|
2014
Q2 | $239K | Buy |
+3,335
| New | +$234K | 0.11% | 55 |
|
Other funds holding D
Modera Wealth Management's D Position: Q2 2026 in Review
Modera Wealth Management increased its Dominion Energy (D) stake by 1.1% in Q2 2026, buying an estimated $7.09K and bringing the position to 9,771 shares worth $667K. The position accounts for 0.01% of the portfolio, ranked #407.
Modera Wealth Management first reported a position in D in Q2 2014 and has held it in 43 quarters since. The position peaked at $1.11M in Q2 2023. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.
- Modera Wealth Management held 9,771 shares of Dominion Energy worth $667K as of Q2 2026.
- Modera Wealth Management bought 109 Dominion Energy shares in Q2 2026, an estimated $7.09K.
- Dominion Energy made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #407 holding.
- Modera Wealth Management first reported a position in Dominion Energy in Q2 2014 and has held it in 43 quarters since.
- Modera Wealth Management's Dominion Energy position peaked at $1.11M in Q2 2023.
- 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.
Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.