Nadler Financial Group’s Dominion Energy D Stock Holding History

Nadler Financial Group’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	$282K	Hold	4,132	–	–	0.02%	117
2026 Q1	$255K	Hold	4,132	–	–	0.02%	116
2025 Q4	$242K	Hold	4,132	–	–	0.02%	122
2025 Q3	$253K	Hold	4,132	–	–	0.02%	116
2025 Q2	$234K	Hold	4,132	–	–	0.02%	119
2025 Q1	$232K	Buy	+4,132	New	+$227K	0.03%	111
2024 Q4	–	Sell	-4,067	Closed	-$235K	–	131
2024 Q3	$235K	Buy	+4,067	New	+$222K	0.03%	108
2024 Q2	–	Sell	-4,167	Closed	-$205K	–	113
2024 Q1	$205K	Buy	+4,167	New	+$195K	0.03%	107
2023 Q3	–	Sell	-4,477	Closed	-$232K	–	109
2023 Q2	$232K	Hold	4,477	–	–	0.03%	98
2023 Q1	$250K	Sell	4,477 -171	-4%	-$10K	0.04%	92
2022 Q4	$285K	Hold	4,648	–	–	0.05%	85
2022 Q3	$321K	Hold	4,648	–	–	0.06%	76
2022 Q2	$371K	Hold	4,648	–	–	0.07%	72
2022 Q1	$395K	Hold	4,648	–	–	0.06%	77
2021 Q4	$365K	Hold	4,648	–	–	0.05%	85
2021 Q3	$339K	Hold	4,648	–	–	0.06%	83
2021 Q2	$342K	Hold	4,648	–	–	0.06%	82
2021 Q1	$353K	Hold	4,648	–	–	0.06%	77
2020 Q4	$350K	Buy	4,648 +948	+26%	+$75.3K	0.07%	77
2020 Q3	$292K	Hold	3,700	–	–	0.06%	79
2020 Q2	$300K	Hold	3,700	–	–	0.08%	74
2020 Q1	$267K	Hold	3,700	–	–	0.08%	69
2019 Q4	$306K	Hold	3,700	–	–	0.08%	72
2019 Q3	$300K	Hold	3,700	–	–	0.08%	65
2019 Q2	$286K	Hold	3,700	–	–	0.08%	68
2019 Q1	$284K	Hold	3,700	–	–	0.09%	66
2018 Q4	$264K	Buy	+3,700	New	+$270K	0.09%	67
2018 Q2	–	Sell	-3,092	Closed	-$208K	–	84
2018 Q1	$208K	Hold	3,092	–	–	0.06%	80
2017 Q4	$251K	Buy	+3,092	New	+$250K	0.08%	73

Other funds holding D

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Nadler Financial Group's D Position: Q2 2026 in Review

Nadler Financial Group held its Dominion Energy (D) position steady in Q2 2026 at 4,132 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #117.

Nadler Financial Group first reported a position in D in Q4 2017 and has held it in 29 quarters since. The position peaked at $395K in Q1 2022. 684 funds tracked by Wall St. Rank hold D as of Q2 2026.

Nadler Financial Group held 4,132 shares of Dominion Energy worth $282K as of Q2 2026.
Nadler Financial Group left its Dominion Energy share count unchanged in Q2 2026.
Dominion Energy made up 0.02% of Nadler Financial Group's portfolio in Q2 2026, its #117 holding.
Nadler Financial Group first reported a position in Dominion Energy in Q4 2017 and has held it in 29 quarters since.
Nadler Financial Group's Dominion Energy position peaked at $395K in Q1 2022.
684 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Nadler Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.