Novak & Powell Financial Services’s Dominion Energy D Stock Holding History

Novak & Powell Financial Services’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	$296K	Buy	4,340 +28	+0.6%	+$1.82K	0.14%	135
2026 Q1	$267K	Buy	4,312 +32	+0.7%	+$1.98K	0.14%	135
2025 Q4	$251K	Buy	4,280 +31	+0.7%	+$1.87K	0.13%	130
2025 Q3	$260K	Sell	4,249 -39	-0.9%	-$2.32K	0.14%	134
2025 Q2	$242K	Buy	4,288 +34	+0.8%	+$1.86K	0.17%	127
2025 Q1	$239K	Buy	4,254 +34	+0.8%	+$1.87K	0.15%	133
2024 Q4	$227K	Buy	4,220 +33	+0.8%	+$1.88K	0.14%	134
2024 Q3	$242K	Buy	4,187 +31	+0.7%	+$1.69K	0.14%	137
2024 Q2	$204K	Buy	4,156 +36	+0.9%	+$1.83K	0.13%	143
2024 Q1	$203K	Buy	+4,120	New	+$192K	0.15%	137

Other funds holding D

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Novak & Powell Financial Services's D Position: Q2 2026 in Review

Novak & Powell Financial Services increased its Dominion Energy (D) stake by 0.65% in Q2 2026, buying an estimated $1.82K and bringing the position to 4,340 shares worth $296K. The position accounts for 0.14% of the portfolio, ranked #135.

Novak & Powell Financial Services first reported a position in D in Q1 2024 and has held it in 10 quarters since. 1,552 funds tracked by Wall St. Rank hold D as of Q2 2026.

Novak & Powell Financial Services held 4,340 shares of Dominion Energy worth $296K as of Q2 2026.
Novak & Powell Financial Services bought 28 Dominion Energy shares in Q2 2026, an estimated $1.82K.
Dominion Energy made up 0.14% of Novak & Powell Financial Services's portfolio in Q2 2026, its #135 holding.
Novak & Powell Financial Services first reported a position in Dominion Energy in Q1 2024 and has held it in 10 quarters since.
1,552 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.