Richardson Financial Services
D icon

Richardson Financial Services’s Dominion Energy D Stock Holding History

Richardson Financial Services’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 		$213K Sell
3,525
-115
-3% -$7.73K 0.12% 158
2026
Q2 		$249K Hold
3,640
– – 0.14% 144
2026
Q1 		$225K Buy
3,640
+35
+1% +$2.16K 0.14% 143
2025
Q4 		$211K Buy
3,605
+865
+32% +$52.1K 0.07% 150
2025
Q3 		$168K Sell
2,740
-85
-3% -$5.05K 0.1% 161
2025
Q2 		$163K Hold
2,825
– – 0.11% 164
2025
Q1 		$158K Sell
2,825
-30
-1% -$1.65K 0.12% 160
2024
Q4 		$154K Sell
2,855
-265
-8% -$15.1K 0.11% 163
2024
Q3 		$153K Hold
3,120
– – 0.1% 172
2024
Q2 		$153K Sell
3,120
-546
-15% -$27.8K 0.11% 161
2024
Q1 		$180K Buy
3,666
+271
+8% +$12.7K 0.13% 150
2023
Q4 		$160K Buy
+3,395
New +$152K 0.14% 144

Other funds holding D

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
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

Richardson Financial Services's D Position: Q3 2026 in Review

Richardson Financial Services reduced its Dominion Energy (D) stake by 3.2% in Q3 2026, selling an estimated $7.73K and leaving 3,525 shares worth $213K. The position accounts for 0.12% of the portfolio, ranked #158.

Richardson Financial Services first reported a position in D in Q4 2023 and has held it in 12 quarters since. The position peaked at $249K in Q2 2026. 596 funds tracked by Wall St. Rank hold D as of Q3 2026.

  • Richardson Financial Services held 3,525 shares of Dominion Energy worth $213K as of Q3 2026.
  • Richardson Financial Services sold 115 Dominion Energy shares in Q3 2026, an estimated $7.73K.
  • Dominion Energy made up 0.12% of Richardson Financial Services's portfolio in Q3 2026, its #158 holding.
  • Richardson Financial Services first reported a position in Dominion Energy in Q4 2023 and has held it in 12 quarters since.
  • Richardson Financial Services's Dominion Energy position peaked at $249K in Q2 2026.
  • 596 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Richardson Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.