PCS
D icon

Private Client Services’s Dominion Energy D Stock Holding History

Private Client 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
Q3 		$400K Sell
6,610
-67
-1% -$4.5K 0.11% 142
2026
Q2 		$456K Buy
6,677
+862
+15% +$56K 0.12% 138
2026
Q1 		$359K Sell
5,815
-281
-5% -$17.4K 0.11% 138
2025
Q4 		$357K Buy
6,096
+3
+0% +$181 0.11% 127
2025
Q3 		$373K Sell
6,093
-141
-2% -$8.38K 0.12% 127
2025
Q2 		$352K Buy
6,234
+188
+3% +$10.3K 0.14% 134
2025
Q1 		$339K Sell
6,046
-48
-0.8% -$2.64K 0.17% 121
2024
Q4 		$328K Sell
6,094
-40
-0.7% -$2.28K 0.18% 115
2024
Q3 		$354K Buy
+6,134
New +$335K 0.19% 105

Other funds holding D

OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Private Client Services's D Position: Q3 2026 in Review

Private Client Services reduced its Dominion Energy (D) stake by 1% in Q3 2026, selling an estimated $4.5K and leaving 6,610 shares worth $400K. The position accounts for 0.11% of the portfolio, ranked #142.

Private Client Services first reported a position in D in Q3 2024 and has held it in 9 quarters since. The position peaked at $456K in Q2 2026. 78 funds tracked by Wall St. Rank hold D as of Q3 2026.

  • Private Client Services held 6,610 shares of Dominion Energy worth $400K as of Q3 2026.
  • Private Client Services sold 67 Dominion Energy shares in Q3 2026, an estimated $4.5K.
  • Dominion Energy made up 0.11% of Private Client Services's portfolio in Q3 2026, its #142 holding.
  • Private Client Services first reported a position in Dominion Energy in Q3 2024 and has held it in 9 quarters since.
  • Private Client Services's Dominion Energy position peaked at $456K in Q2 2026.
  • 78 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.