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Second Half Financial Partners’s Dominion Energy D Stock Holding History

Second Half Financial Partners’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 		$295K Hold
4,320
– – 0.12% 76
2026
Q1 		$267K Sell
4,320
-160
-4% -$9.88K 0.12% 75
2025
Q4 		$262K Hold
4,480
– – 0.12% 78
2025
Q3 		$274K Sell
4,480
-2
-0% -$119 0.12% 76
2025
Q2 		$253K Sell
4,482
-24
-0.5% -$1.31K 0.12% 76
2025
Q1 		$253K Sell
4,506
-64
-1% -$3.52K 0.13% 71
2024
Q4 		$246K Buy
4,570
+64
+1% +$3.65K 0.12% 79
2024
Q3 		$260K Buy
+4,506
New +$246K 0.14% 81

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

Second Half Financial Partners's D Position: Q2 2026 in Review

Second Half Financial Partners held its Dominion Energy (D) position steady in Q2 2026 at 4,320 shares worth $295K. The position accounts for 0.12% of the portfolio, ranked #76.

Second Half Financial Partners first reported a position in D in Q3 2024 and has held it in 8 quarters since. 251 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Second Half Financial Partners held 4,320 shares of Dominion Energy worth $295K as of Q2 2026.
  • Second Half Financial Partners left its Dominion Energy share count unchanged in Q2 2026.
  • Dominion Energy made up 0.12% of Second Half Financial Partners's portfolio in Q2 2026, its #76 holding.
  • Second Half Financial Partners first reported a position in Dominion Energy in Q3 2024 and has held it in 8 quarters since.
  • 251 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.