Physician Wealth Advisors’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
Other funds holding D
Physician Wealth Advisors's D Position: Q2 2026 in Review
Physician Wealth Advisors increased its Dominion Energy (D) stake by 2.2% in Q2 2026, buying an estimated $5.33K and bringing the position to 3,804 shares worth $260K. The position accounts for 0.03% of the portfolio, ranked #182.
Physician Wealth Advisors first reported a position in D in Q2 2020 and has held it in 20 quarters since. The position peaked at $415K in Q1 2022. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.
- Physician Wealth Advisors held 3,804 shares of Dominion Energy worth $260K as of Q2 2026.
- Physician Wealth Advisors bought 82 Dominion Energy shares in Q2 2026, an estimated $5.33K.
- Dominion Energy made up 0.03% of Physician Wealth Advisors's portfolio in Q2 2026, its #182 holding.
- Physician Wealth Advisors first reported a position in Dominion Energy in Q2 2020 and has held it in 20 quarters since.
- Physician Wealth Advisors's Dominion Energy position peaked at $415K in Q1 2022.
- 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.
Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.