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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Novak & Powell Financial Services's D Position: Q1 2026 in Review

Novak & Powell Financial Services increased its Dominion Energy (D) stake by 0.75% in Q1 2026, buying an estimated $1.98K and bringing the position to 4,312 shares worth $267K. 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 9 quarters since. 1,476 funds tracked by Wall St. Rank hold D as of Q1 2026.

Novak & Powell Financial Services held 4,312 shares of Dominion Energy worth $267K as of Q1 2026.
Novak & Powell Financial Services bought 32 Dominion Energy shares in Q1 2026, an estimated $1.98K.
Dominion Energy made up 0.14% of Novak & Powell Financial Services's portfolio in Q1 2026, its #135 holding.
Novak & Powell Financial Services first reported a position in Dominion Energy in Q1 2024 and has held it in 9 quarters since.
1,476 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.