RFP
D icon

Root Financial Partners’s Dominion Energy D Stock Holding History

Root Financial Partners’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 		– Sell
-939
Closed -$58K – 1077
2026
Q1 		$58K Buy
939
+382
+69% +$23.6K ﹤0.01% 814
2025
Q4 		$32.6K Sell
557
-402
-42% -$24.2K ﹤0.01% 902
2025
Q3 		$58.7K Buy
+959
New +$57K ﹤0.01% 617

Other funds holding D

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
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Root Financial Partners's D Position: Q2 2026 in Review

Root Financial Partners sold out of Dominion Energy (D) in Q2 2026, closing a stake of 939 shares — an estimated $58K sold.

Root Financial Partners first reported a position in D in Q3 2025 and held it in 3 quarters. The position peaked at $58.7K in Q3 2025. 607 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Root Financial Partners reported no remaining Dominion Energy position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 939 Dominion Energy shares in Q2 2026, an estimated $58K.
  • Root Financial Partners first reported a position in Dominion Energy in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Dominion Energy position peaked at $58.7K in Q3 2025.
  • 607 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.