RFG - Bristol Wealth Advisors’s Dominion Energy D Stock Holding History

RFG - Bristol 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 Q3	$311K	Sell	5,133 -241	-4%	-$16.2K	0.07%	137
2026 Q2	$367K	Sell	5,374 -66	-1%	-$4.29K	0.09%	131
2026 Q1	$336K	Sell	5,440 -96	-2%	-$5.93K	0.09%	134
2025 Q4	$324K	Sell	5,536 -95	-2%	-$5.72K	0.09%	139
2025 Q3	$344K	Sell	5,631 -186	-3%	-$11.1K	0.1%	132
2025 Q2	$329K	Sell	5,817 -4,844	-45%	-$265K	0.1%	137
2025 Q1	$598K	Buy	10,661 +3	+0%	+$165	0.2%	91
2024 Q4	$574K	Buy	+10,658	New	+$608K	0.19%	93

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

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

RFG - Bristol Wealth Advisors's D Position: Q3 2026 in Review

RFG - Bristol Wealth Advisors reduced its Dominion Energy (D) stake by 4.5% in Q3 2026, selling an estimated $16.2K and leaving 5,133 shares worth $311K. The position accounts for 0.07% of the portfolio, ranked #137.

RFG - Bristol Wealth Advisors first reported a position in D in Q4 2024 and has held it in 8 quarters since. The position peaked at $598K in Q1 2025. 78 funds tracked by Wall St. Rank hold D as of Q3 2026.

RFG - Bristol Wealth Advisors held 5,133 shares of Dominion Energy worth $311K as of Q3 2026.
RFG - Bristol Wealth Advisors sold 241 Dominion Energy shares in Q3 2026, an estimated $16.2K.
Dominion Energy made up 0.07% of RFG - Bristol Wealth Advisors's portfolio in Q3 2026, its #137 holding.
RFG - Bristol Wealth Advisors first reported a position in Dominion Energy in Q4 2024 and has held it in 8 quarters since.
RFG - Bristol Wealth Advisors's Dominion Energy position peaked at $598K in Q1 2025.
78 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.