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Salvus Wealth Management’s Dominion Energy D Stock Holding History

Salvus Wealth Management’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 		$1.25M Sell
18,361
-2,194
-11% -$143K 0.7% 44
2026
Q1 		$1.27M Buy
20,555
+3,526
+21% +$218K 0.74% 40
2025
Q4 		$998K Buy
17,029
+322
+2% +$19.4K 0.56% 50
2025
Q3 		$1.02M Sell
16,707
-67
-0.4% -$3.98K 0.57% 50
2025
Q2 		$948K Buy
16,774
+4,095
+32% +$224K 0.55% 51
2025
Q1 		$711K Buy
12,679
+2,389
+23% +$131K 0.45% 61
2024
Q4 		$554K Buy
10,290
+974
+10% +$55.6K 0.35% 76
2024
Q3 		$538K Buy
9,316
+39
+0.4% +$2.13K 0.33% 79
2024
Q2 		$455K Sell
9,277
-34
-0.4% -$1.73K 0.31% 82
2024
Q1 		$458K Sell
9,311
-9
-0.1% -$420 0.31% 77
2023
Q4 		$438K Sell
9,320
-81
-0.9% -$3.62K 0.31% 79
2023
Q3 		$420K Buy
9,401
+94
+1% +$4.67K 0.33% 78
2023
Q2 		$482K Buy
9,307
+215
+2% +$11.7K 0.37% 72
2023
Q1 		$508K Sell
9,092
-4,928
-35% -$288K 0.41% 66
2022
Q4 		$860K Sell
14,020
-206
-1% -$12.9K 0.79% 35
2022
Q3 		$983K Buy
14,226
+310
+2% +$25K 0.94% 30
2022
Q2 		$1.11M Sell
13,916
-58
-0.4% -$4.79K 0.99% 26
2022
Q1 		$1.19M Buy
13,974
+239
+2% +$19.2K 0.91% 30
2021
Q4 		$1.08M Buy
13,735
+79
+0.6% +$5.94K 0.79% 32
2021
Q3 		$997K Buy
13,656
+700
+5% +$53.4K 0.81% 30
2021
Q2 		$960K Sell
12,956
-650
-5% -$50.2K 0.81% 30
2021
Q1 		$1.04M Buy
13,606
+2,609
+24% +$190K 0.97% 26
2020
Q4 		$805K Buy
+10,997
New +$874K 0.87% 28

Other funds holding D

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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
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
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

Salvus Wealth Management's D Position: Q2 2026 in Review

Salvus Wealth Management reduced its Dominion Energy (D) stake by 11% in Q2 2026, selling an estimated $143K and leaving 18,361 shares worth $1.25M. The position accounts for 0.7% of the portfolio, ranked #44.

Salvus Wealth Management first reported a position in D in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.27M in Q1 2026. 251 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Salvus Wealth Management held 18,361 shares of Dominion Energy worth $1.25M as of Q2 2026.
  • Salvus Wealth Management sold 2,194 Dominion Energy shares in Q2 2026, an estimated $143K.
  • Dominion Energy made up 0.7% of Salvus Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Salvus Wealth Management first reported a position in Dominion Energy in Q4 2020 and has held it in 23 quarters since.
  • Salvus Wealth Management's Dominion Energy position peaked at $1.27M in Q1 2026.
  • 251 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Salvus Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.