Principia Wealth Advisory’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
Other funds holding D
Principia Wealth Advisory's D Position: Q3 2026 in Review
Principia Wealth Advisory increased its Dominion Energy (D) stake by 6.8% in Q3 2026, buying an estimated $269 and bringing the position to 63 shares worth $3.81K. The position accounts for ﹤0.01% of the portfolio, ranked #435.
Principia Wealth Advisory first reported a position in D in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.03K in Q2 2026. 1,285 funds tracked by Wall St. Rank hold D as of Q3 2026.
- Principia Wealth Advisory held 63 shares of Dominion Energy worth $3.81K as of Q3 2026.
- Principia Wealth Advisory bought 4 Dominion Energy shares in Q3 2026, an estimated $269.
- Dominion Energy made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q3 2026, its #435 holding.
- Principia Wealth Advisory first reported a position in Dominion Energy in Q4 2024 and has held it in 8 quarters since.
- Principia Wealth Advisory's Dominion Energy position peaked at $4.03K in Q2 2026.
- 1,285 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.
Based on Principia Wealth Advisory's 13F filing for Q3 2026, filed 12 Nov 2026.