RVW Wealth’s Dominion Energy D Stock Holding History

RVW Wealth’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	$528K	Hold	7,725	–	–	0.03%	112
2026 Q1	$478K	Hold	7,725	–	–	0.04%	115
2025 Q4	$453K	Hold	7,725	–	–	0.03%	117
2025 Q3	$473K	Hold	7,725	–	–	0.04%	114
2025 Q2	$437K	Sell	7,725 -90	-1%	-$4.93K	0.04%	112
2025 Q1	$438K	Buy	7,815 +90	+1%	+$4.95K	0.04%	100
2024 Q4	$416K	Hold	7,725	–	–	0.04%	103
2024 Q3	$446K	Hold	7,725	–	–	0.04%	101
2024 Q2	$379K	Hold	7,725	–	–	0.04%	106
2024 Q1	$380K	Hold	7,725	–	–	0.04%	103
2023 Q4	$363K	Buy	7,725 +108	+1%	+$4.82K	0.04%	106
2023 Q3	$340K	Hold	7,617	–	–	0.04%	106
2023 Q2	$394K	Hold	7,617	–	–	0.05%	103
2023 Q1	$426K	Hold	7,617	–	–	0.05%	104
2022 Q4	$467K	Hold	7,617	–	–	0.06%	102
2022 Q3	$526K	Hold	7,617	–	–	0.07%	92
2022 Q2	$608K	Hold	7,617	–	–	0.08%	86
2022 Q1	$647K	Hold	7,617	–	–	0.07%	83
2021 Q4	$598K	Hold	7,617	–	–	0.07%	87
2021 Q3	$1M	Buy	+7,617	New	+$581K	0.12%	61

Other funds holding D

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

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

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

RVW Wealth's D Position: Q2 2026 in Review

RVW Wealth held its Dominion Energy (D) position steady in Q2 2026 at 7,725 shares worth $528K. The position accounts for 0.03% of the portfolio, ranked #112.

RVW Wealth first reported a position in D in Q3 2021 and has held it in 20 quarters since. The position peaked at $1M in Q3 2021. 251 funds tracked by Wall St. Rank hold D as of Q2 2026.

RVW Wealth held 7,725 shares of Dominion Energy worth $528K as of Q2 2026.
RVW Wealth left its Dominion Energy share count unchanged in Q2 2026.
Dominion Energy made up 0.03% of RVW Wealth's portfolio in Q2 2026, its #112 holding.
RVW Wealth first reported a position in Dominion Energy in Q3 2021 and has held it in 20 quarters since.
RVW Wealth's Dominion Energy position peaked at $1M in Q3 2021.
251 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.