RCA
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Resonant Capital Advisors’s Dominion Energy D Stock Holding History

Resonant Capital 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 		$329K Buy
4,811
+358
+8% +$23.3K 0.02% 398
2026
Q1 		$275K Buy
4,453
+154
+4% +$9.51K 0.01% 408
2025
Q4 		$252K Buy
4,299
+33
+0.8% +$1.99K 0.01% 376
2025
Q3 		$261K Buy
4,266
+421
+11% +$25K 0.02% 361
2025
Q2 		$217K Buy
+3,845
New +$211K 0.01% 391

Other funds holding D

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Resonant Capital Advisors's D Position: Q2 2026 in Review

Resonant Capital Advisors increased its Dominion Energy (D) stake by 8% in Q2 2026, buying an estimated $23.3K and bringing the position to 4,811 shares worth $329K. The position accounts for 0.02% of the portfolio, ranked #398.

Resonant Capital Advisors first reported a position in D in Q2 2025 and has held it in 5 quarters since. 868 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Resonant Capital Advisors held 4,811 shares of Dominion Energy worth $329K as of Q2 2026.
  • Resonant Capital Advisors bought 358 Dominion Energy shares in Q2 2026, an estimated $23.3K.
  • Dominion Energy made up 0.02% of Resonant Capital Advisors's portfolio in Q2 2026, its #398 holding.
  • Resonant Capital Advisors first reported a position in Dominion Energy in Q2 2025 and has held it in 5 quarters since.
  • 868 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.