RF
D icon

Roxbury Financial’s Dominion Energy D Stock Holding History

Roxbury Financial’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 		$68 Hold
1
– – ﹤0.01% 407
2026
Q1 		$61 Hold
1
– – ﹤0.01% 389
2025
Q4 		$57 Hold
1
– – ﹤0.01% 368
2025
Q3 		$59 Sell
1
-335
-100% -$19.9K ﹤0.01% 364
2025
Q2 		$19K Buy
336
+4
+1% +$219 0.02% 248
2025
Q1 		$18.8K Buy
332
+3
+0.9% +$165 0.02% 248
2024
Q4 		$19.4K Buy
+329
New +$18.8K 0.02% 249

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
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
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Roxbury Financial's D Position: Q2 2026 in Review

Roxbury Financial held its Dominion Energy (D) position steady in Q2 2026 at 1 share worth $68. The position accounts for ﹤0.01% of the portfolio, ranked #407.

Roxbury Financial first reported a position in D in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.4K in Q4 2024. 452 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Roxbury Financial held 1 share of Dominion Energy worth $68 as of Q2 2026.
  • Roxbury Financial left its Dominion Energy share count unchanged in Q2 2026.
  • Dominion Energy made up ﹤0.01% of Roxbury Financial's portfolio in Q2 2026, its #407 holding.
  • Roxbury Financial first reported a position in Dominion Energy in Q4 2024 and has held it in 7 quarters since.
  • Roxbury Financial's Dominion Energy position peaked at $19.4K in Q4 2024.
  • 452 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.