Private Wealth Partners’s Dominion Energy D Stock Holding History

Private Wealth 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	$433K	Buy	7,150 +100	+1%	+$6.72K	0.03%	127
2026 Q2	$481K	Buy	7,050 +100	+1%	+$6.5K	0.03%	129
2026 Q1	$430K	Sell	6,950 -250	-3%	-$15.4K	0.03%	132
2025 Q4	$422K	Buy	7,200 +155	+2%	+$9.34K	0.03%	133
2025 Q3	$431K	Hold	7,045	–	–	0.03%	132
2025 Q2	$398K	Hold	7,045	–	–	0.03%	135
2025 Q1	$395K	Buy	7,045 +100	+1%	+$5.5K	0.03%	128
2024 Q4	$374K	Sell	6,945 -250	-3%	-$14.3K	0.03%	142
2024 Q3	$416K	Sell	7,195 -5	-0.1%	-$273	0.03%	133
2024 Q2	$353K	Hold	7,200	–	–	0.03%	132
2024 Q1	$354K	Sell	7,200 -2,000	-22%	-$93.4K	0.03%	125
2023 Q4	$432K	Hold	9,200	–	–	0.04%	121
2023 Q3	$411K	Buy	9,200 +500	+6%	+$24.8K	0.04%	110
2023 Q2	$451K	Buy	8,700 +60	+0.7%	+$3.26K	0.04%	106
2023 Q1	$483K	Buy	+8,640	New	+$506K	0.05%	107
2021 Q1	–	Sell	-8,330	Closed	-$626K	–	86
2020 Q4	$626K	Buy	8,330 +500	+6%	+$39.7K	0.07%	79
2020 Q3	$618K	Hold	7,830	–	–	0.07%	74
2020 Q2	$636K	Hold	7,830	–	–	0.09%	72
2020 Q1	$565K	Sell	7,830 -1,690	-18%	-$138K	0.1%	78
2019 Q4	$788K	Sell	9,520 -158	-2%	-$12.9K	0.11%	78
2019 Q3	$784K	Buy	9,678 +1,980	+26%	+$153K	0.12%	71
2019 Q2	$595K	Hold	7,698	–	–	0.09%	81
2019 Q1	$590K	Hold	7,698	–	–	0.1%	77
2018 Q4	$550K	Hold	7,698	–	–	0.11%	67
2018 Q3	$541K	Hold	7,698	–	–	0.08%	86
2018 Q2	$525K	Hold	7,698	–	–	0.09%	89
2018 Q1	$519K	Hold	7,698	–	–	0.09%	90
2017 Q4	$624K	Hold	7,698	–	–	0.12%	88
2017 Q3	$592K	Hold	7,698	–	–	0.12%	86
2017 Q2	$590K	Hold	7,698	–	–	0.13%	78
2017 Q1	$597K	Hold	7,698	–	–	0.13%	76
2016 Q4	$590K	Sell	7,698 -1,408	-15%	-$104K	0.14%	77
2016 Q3	$676K	Hold	9,106	–	–	0.16%	74
2016 Q2	$710K	Hold	9,106	–	–	0.17%	78
2016 Q1	$684K	Hold	9,106	–	–	0.16%	80
2015 Q4	$616K	Hold	9,106	–	–	0.14%	95
2015 Q3	$641K	Hold	9,106	–	–	0.16%	89
2015 Q2	$609K	Hold	9,106	–	–	0.14%	96
2015 Q1	$645K	Hold	9,106	–	–	0.15%	106
2014 Q4	$700K	Hold	9,106	–	–	0.16%	102
2014 Q3	$629K	Hold	9,106	–	–	0.14%	115
2014 Q2	$651K	Hold	9,106	–	–	0.14%	109
2014 Q1	$646K	Hold	9,106	–	–	0.15%	105
2013 Q4	$589K	Hold	9,106	–	–	0.13%	113
2013 Q3	$569K	Hold	9,106	–	–	0.13%	117
2013 Q2	$517K	Buy	+9,106	New	+$533K	0.13%	116

Other funds holding D

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Private Wealth Partners's D Position: Q3 2026 in Review

Private Wealth Partners increased its Dominion Energy (D) stake by 1.4% in Q3 2026, buying an estimated $6.72K and bringing the position to 7,150 shares worth $433K. The position accounts for 0.03% of the portfolio, ranked #127.

Private Wealth Partners first reported a position in D in Q2 2013 and has held it in 46 quarters since. The position peaked at $788K in Q4 2019. 355 funds tracked by Wall St. Rank hold D as of Q3 2026.

Private Wealth Partners held 7,150 shares of Dominion Energy worth $433K as of Q3 2026.
Private Wealth Partners bought 100 Dominion Energy shares in Q3 2026, an estimated $6.72K.
Dominion Energy made up 0.03% of Private Wealth Partners's portfolio in Q3 2026, its #127 holding.
Private Wealth Partners first reported a position in Dominion Energy in Q2 2013 and has held it in 46 quarters since.
Private Wealth Partners's Dominion Energy position peaked at $788K in Q4 2019.
355 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Private Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.