Sheets Smith Wealth Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $420K | Sell |
6,149
-1
| -0% | -$65 | 0.04% | 316 |
|
|
2026
Q1 | $380K | Buy |
6,150
+606
| +11% | +$37.4K | 0.04% | 318 |
|
|
2025
Q4 | $325K | Buy |
5,544
+591
| +12% | +$35.6K | 0.04% | 335 |
|
|
2025
Q3 | $303K | Sell |
4,953
-123
| -2% | -$7.31K | 0.03% | 343 |
|
|
2025
Q2 | $287K | Sell |
5,076
-708
| -12% | -$38.8K | 0.03% | 349 |
|
|
2025
Q1 | $324K | Sell |
5,784
-170
| -3% | -$9.35K | 0.04% | 294 |
|
|
2024
Q4 | $321K | Sell |
5,954
-260
| -4% | -$14.8K | 0.04% | 310 |
|
|
2024
Q3 | $359K | Sell |
6,214
-937
| -13% | -$51.2K | 0.04% | 296 |
|
|
2024
Q2 | $350K | Buy |
7,151
+118
| +2% | +$6.01K | 0.04% | 294 |
|
|
2024
Q1 | $346K | Buy |
7,033
+19
| +0.3% | +$888 | 0.04% | 305 |
|
|
2023
Q4 | $330K | Sell |
7,014
-397
| -5% | -$17.7K | 0.05% | 276 |
|
|
2023
Q3 | $331K | Buy |
7,411
+68
| +0.9% | +$3.38K | 0.05% | 263 |
|
|
2023
Q2 | $380K | Sell |
7,343
-1,455
| -17% | -$79.1K | 0.06% | 245 |
|
|
2023
Q1 | $492K | Sell |
8,798
-2,785
| -24% | -$163K | 0.08% | 200 |
|
|
2022
Q4 | $710K | Sell |
11,583
-2,352
| -17% | -$148K | 0.11% | 159 |
|
|
2022
Q3 | $963K | Sell |
13,935
-301
| -2% | -$24.3K | 0.16% | 130 |
|
|
2022
Q2 | $1.14M | Sell |
14,236
-371
| -3% | -$30.6K | 0.19% | 113 |
|
|
2022
Q1 | $1.24M | Sell |
14,607
-562
| -4% | -$45.1K | 0.17% | 124 |
|
|
2021
Q4 | $1.19M | Buy |
15,169
+1,502
| +11% | +$113K | 0.15% | 136 |
|
|
2021
Q3 | $998K | Sell |
13,667
-338
| -2% | -$25.8K | 0.14% | 145 |
|
|
2021
Q2 | $1.03M | Sell |
14,005
-1,227
| -8% | -$94.7K | 0.14% | 145 |
|
|
2021
Q1 | $1.16M | Buy |
15,232
+357
| +2% | +$25.9K | 0.17% | 132 |
|
|
2020
Q4 | $1.12M | Sell |
14,875
-98
| -0.7% | -$7.79K | 0.17% | 126 |
|
|
2020
Q3 | $1.18M | Sell |
14,973
-102
| -0.7% | -$8.01K | 0.21% | 105 |
|
|
2020
Q2 | $1.22M | Buy |
15,075
+985
| +7% | +$79K | 0.24% | 95 |
|
|
2020
Q1 | $1.02M | Sell |
14,090
-927
| -6% | -$75.7K | 0.21% | 106 |
|
|
2019
Q4 | $1.24M | Buy |
15,017
+860
| +6% | +$70.3K | 0.24% | 101 |
|
|
2019
Q3 | $1.15M | Buy |
14,157
+161
| +1% | +$12.5K | 0.24% | 109 |
|
|
2019
Q2 | $1.08M | Buy |
13,996
+504
| +4% | +$38.4K | 0.22% | 115 |
|
|
2019
Q1 | $1.03M | Buy |
13,492
+1,863
| +16% | +$136K | 0.22% | 119 |
|
|
2018
Q4 | $831K | Buy |
11,629
+1,627
| +16% | +$119K | 0.22% | 120 |
|
|
2018
Q3 | $703K | Buy |
10,002
+377
| +4% | +$26.7K | 0.15% | 169 |
|
|
2018
Q2 | $656K | Buy |
9,625
+3,780
| +65% | +$246K | 0.15% | 159 |
|
|
2018
Q1 | $394K | Buy |
5,845
+2,684
| +85% | +$198K | 0.09% | 212 |
|
|
2017
Q4 | $256K | Buy |
3,161
+27
| +0.9% | +$2.19K | 0.06% | 286 |
|
|
2017
Q3 | $241K | Buy |
3,134
+27
| +0.9% | +$2.1K | 0.06% | 285 |
|
|
2017
Q2 | $238K | Buy |
3,107
+26
| +0.8% | +$2.04K | 0.06% | 275 |
|
|
2017
Q1 | $239K | Buy |
3,081
+78
| +3% | +$5.9K | 0.06% | 264 |
|
|
2016
Q4 | $230K | Buy |
+3,003
| New | +$221K | 0.06% | 254 |
|
Other funds holding D
Sheets Smith Wealth Management's D Position: Q2 2026 in Review
Sheets Smith Wealth Management reduced its Dominion Energy (D) stake by 0.02% in Q2 2026, selling an estimated $65 and leaving 6,149 shares worth $420K. The position accounts for 0.04% of the portfolio, ranked #316.
Sheets Smith Wealth Management first reported a position in D in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.24M in Q4 2019. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.
- Sheets Smith Wealth Management held 6,149 shares of Dominion Energy worth $420K as of Q2 2026.
- Sheets Smith Wealth Management sold 1 Dominion Energy share in Q2 2026, an estimated $65.
- Dominion Energy made up 0.04% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #316 holding.
- Sheets Smith Wealth Management first reported a position in Dominion Energy in Q4 2016 and has held it in 39 quarters since.
- Sheets Smith Wealth Management's Dominion Energy position peaked at $1.24M in Q4 2019.
- 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.
Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.