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 Q3	$262K	Sell	4,316 -214	-5%	-$14.4K	0.07%	326
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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

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

RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

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

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

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

Net Worth Advisory Group's D Position: Q3 2026 in Review

Net Worth Advisory Group reduced its Dominion Energy (D) stake by 4.7% in Q3 2026, selling an estimated $14.4K and leaving 4,316 shares worth $262K. The position accounts for 0.07% of the portfolio, ranked #326.

Net Worth Advisory Group first reported a position in D in Q3 2025 and has held it in 5 quarters since. The position peaked at $325K in Q3 2025. 358 funds tracked by Wall St. Rank hold D as of Q3 2026.

Net Worth Advisory Group held 4,316 shares of Dominion Energy worth $262K as of Q3 2026.
Net Worth Advisory Group sold 214 Dominion Energy shares in Q3 2026, an estimated $14.4K.
Dominion Energy made up 0.07% of Net Worth Advisory Group's portfolio in Q3 2026, its #326 holding.
Net Worth Advisory Group first reported a position in Dominion Energy in Q3 2025 and has held it in 5 quarters since.
Net Worth Advisory Group's Dominion Energy position peaked at $325K in Q3 2025.
358 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.