Nadler Financial Group’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 | $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
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. 1,552 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.
- 1,552 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.