Principia Wealth Advisory’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
Other funds holding D
Principia Wealth Advisory's D Position: Q2 2026 in Review
Principia Wealth Advisory increased its Dominion Energy (D) stake by 13% in Q2 2026, buying an estimated $455 and bringing the position to 59 shares worth $4.03K. The position accounts for ﹤0.01% of the portfolio, ranked #409.
Principia Wealth Advisory first reported a position in D in Q4 2024 and has held it in 7 quarters since. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.
- Principia Wealth Advisory held 59 shares of Dominion Energy worth $4.03K as of Q2 2026.
- Principia Wealth Advisory bought 7 Dominion Energy shares in Q2 2026, an estimated $455.
- Dominion Energy made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #409 holding.
- Principia Wealth Advisory first reported a position in Dominion Energy in Q4 2024 and has held it in 7 quarters since.
- 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.
Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.