NWAG
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Net Worth Advisory Group’s Dominion Energy D Stock Holding History

Net Worth Advisory 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 		$309K Sell
4,530
-241
-5% -$15.7K 0.08% 280
2026
Q1 		$295K Sell
4,771
-482
-9% -$29.8K 0.06% 308
2025
Q4 		$308K Sell
5,253
-60
-1% -$3.62K 0.06% 312
2025
Q3 		$325K Buy
+5,313
New +$316K 0.09% 255

Other funds holding D

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Net Worth Advisory Group's D Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Dominion Energy (D) stake by 5.1% in Q2 2026, selling an estimated $15.7K and leaving 4,530 shares worth $309K. The position accounts for 0.08% of the portfolio, ranked #280.

Net Worth Advisory Group first reported a position in D in Q3 2025 and has held it in 4 quarters since. The position peaked at $325K in Q3 2025. 329 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Net Worth Advisory Group held 4,530 shares of Dominion Energy worth $309K as of Q2 2026.
  • Net Worth Advisory Group sold 241 Dominion Energy shares in Q2 2026, an estimated $15.7K.
  • Dominion Energy made up 0.08% of Net Worth Advisory Group's portfolio in Q2 2026, its #280 holding.
  • Net Worth Advisory Group first reported a position in Dominion Energy in Q3 2025 and has held it in 4 quarters since.
  • Net Worth Advisory Group's Dominion Energy position peaked at $325K in Q3 2025.
  • 329 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.