Polaris Financial Partners’s Dominion Energy D Stock Holding History

Polaris Financial Partners’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	$3K	Buy	+55	New	+$3.69K	﹤0.01%	327

Other funds holding D

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

Polaris Financial Partners's D Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Dominion Energy (D) in Q3 2026: 55 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #327 among its holdings.

12 funds tracked by Wall St. Rank hold D as of Q3 2026.

Polaris Financial Partners held 55 shares of Dominion Energy worth $3K as of Q3 2026.
Dominion Energy was a new Polaris Financial Partners position in Q3 2026.
Dominion Energy made up ﹤0.01% of Polaris Financial Partners's portfolio in Q3 2026, its #327 holding.
12 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.