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San Luis Wealth Advisors’s Dominion Energy D Stock Holding History

San Luis Wealth Advisors’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 		$1.1M Buy
+16,137
New +$1.05M 0.17% 90
2026
Q1 		– Sell
-15,640
Closed -$916K – 178
2025
Q4 		$916K Buy
15,640
+2,508
+19% +$151K 0.15% 97
2025
Q3 		$803K Buy
13,132
+865
+7% +$51.4K 0.14% 91
2025
Q2 		$693K Buy
12,267
+416
+4% +$22.8K 0.15% 78
2025
Q1 		$664K Sell
11,851
-2,793
-19% -$154K 0.15% 70
2024
Q4 		$789K Buy
14,644
+2,206
+18% +$126K 0.15% 73
2024
Q3 		$719K Buy
12,438
+6,629
+114% +$362K 0.15% 69
2024
Q2 		$285K Buy
+5,809
New +$296K 0.07% 103
2022
Q2 		– Sell
-69
Closed -$5K – 157
2022
Q1 		$5K Buy
+69
New +$5.54K ﹤0.01% 399

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

San Luis Wealth Advisors's D Position: Q2 2026 in Review

San Luis Wealth Advisors opened a new position in Dominion Energy (D) in Q2 2026: 16,137 shares worth $1.1M. The stake represents 0.17% of the portfolio and ranks #90 among its holdings. This is a return to the name: San Luis Wealth Advisors previously reported a position in D as recently as Q4 2025.

San Luis Wealth Advisors first reported a position in D in Q1 2022 and has held it in 9 quarters since. 251 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • San Luis Wealth Advisors held 16,137 shares of Dominion Energy worth $1.1M as of Q2 2026.
  • Dominion Energy was a new San Luis Wealth Advisors position in Q2 2026.
  • Dominion Energy made up 0.17% of San Luis Wealth Advisors's portfolio in Q2 2026, its #90 holding.
  • San Luis Wealth Advisors first reported a position in Dominion Energy in Q1 2022 and has held it in 9 quarters since.
  • 251 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.