Provenance Wealth Advisors’s Dominion Energy D Stock Holding History

Provenance Wealth Advisors’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 Q2	$546	Buy	+8	New	+$520	﹤0.01%	566
2025 Q1	–	Sell	-4,176	Closed	-$225K	–	549
2024 Q4	$225K	Hold	4,176	–	–	0.03%	138
2024 Q3	$241K	Hold	4,176	–	–	0.03%	141
2024 Q2	$205K	Hold	4,176	–	–	0.03%	140
2024 Q1	$205K	Hold	4,176	–	–	0.03%	144
2023 Q4	$196K	Hold	4,176	–	–	0.03%	127
2023 Q3	$187K	Buy	+4,176	New	+$207K	0.03%	119

Other funds holding D

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Provenance Wealth Advisors's D Position: Q2 2026 in Review

Provenance Wealth Advisors opened a new position in Dominion Energy (D) in Q2 2026: 8 shares worth $546. The stake represents ﹤0.01% of the portfolio and ranks #566 among its holdings. This is a return to the name: Provenance Wealth Advisors previously reported a position in D as recently as Q4 2024.

Provenance Wealth Advisors first reported a position in D in Q3 2023 and has held it in 7 quarters since. The position peaked at $241K in Q3 2024. 1,552 funds tracked by Wall St. Rank hold D as of Q2 2026.

Provenance Wealth Advisors held 8 shares of Dominion Energy worth $546 as of Q2 2026.
Dominion Energy was a new Provenance Wealth Advisors position in Q2 2026.
Dominion Energy made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #566 holding.
Provenance Wealth Advisors first reported a position in Dominion Energy in Q3 2023 and has held it in 7 quarters since.
Provenance Wealth Advisors's Dominion Energy position peaked at $241K in Q3 2024.
1,552 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.