Sax Wealth Advisors’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
Other funds holding D
Sax Wealth Advisors's D Position: Q2 2026 in Review
Sax Wealth Advisors increased its Dominion Energy (D) stake by 41% in Q2 2026, buying an estimated $232K and bringing the position to 12,180 shares worth $753K. The position accounts for 0.03% of the portfolio, ranked #270.
Sax Wealth Advisors first reported a position in D in Q1 2025 and has held it in 6 quarters since. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.
- Sax Wealth Advisors held 12,180 shares of Dominion Energy worth $753K as of Q2 2026.
- Sax Wealth Advisors bought 3,571 Dominion Energy shares in Q2 2026, an estimated $232K.
- Dominion Energy made up 0.03% of Sax Wealth Advisors's portfolio in Q2 2026, its #270 holding.
- Sax Wealth Advisors first reported a position in Dominion Energy in Q1 2025 and has held it in 6 quarters since.
- 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.
Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.