Retirement Wealth Solutions
D icon

Retirement Wealth Solutions’s Dominion Energy D Stock Holding History

Retirement Wealth Solutions’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 		$1.64K Buy
27
+13
+93% +$873 ﹤0.01% 643
2026
Q2 		$957 Buy
14
+4
+40% +$260 ﹤0.01% 659
2026
Q1 		$619 Sell
10
-1
-9% -$62 ﹤0.01% 702
2025
Q4 		$645 Sell
11
-2
-15% -$120 ﹤0.01% 644
2025
Q3 		$796 Buy
+13
New +$773 ﹤0.01% 605

Other funds holding D

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
GW Henssler & Associates
GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return
Oak Grove Capital
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

Retirement Wealth Solutions's D Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Dominion Energy (D) stake by 93% in Q3 2026, buying an estimated $873 and bringing the position to 27 shares worth $1.64K. The position accounts for ﹤0.01% of the portfolio, ranked #643.

Retirement Wealth Solutions first reported a position in D in Q3 2025 and has held it in 5 quarters since. 465 funds tracked by Wall St. Rank hold D as of Q3 2026.

  • Retirement Wealth Solutions held 27 shares of Dominion Energy worth $1.64K as of Q3 2026.
  • Retirement Wealth Solutions bought 13 Dominion Energy shares in Q3 2026, an estimated $873.
  • Dominion Energy made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #643 holding.
  • Retirement Wealth Solutions first reported a position in Dominion Energy in Q3 2025 and has held it in 5 quarters since.
  • 465 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.