Shelton Wealth Management’s Dominion Energy D Stock Holding History

Shelton 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	$1.2M	Buy	17,636 +2,241	+15%	+$146K	0.47%	76
2026 Q1	$952K	Sell	15,395 -1,708	-10%	-$105K	0.42%	78
2025 Q4	$1M	Buy	17,103 +1,441	+9%	+$86.8K	0.43%	74
2025 Q3	$958K	Buy	15,662 +880	+6%	+$52.3K	0.43%	80
2025 Q2	$835K	Buy	14,782 +842	+6%	+$46.1K	0.4%	85
2025 Q1	$782K	Buy	13,940 +170	+1%	+$9.35K	0.43%	83
2024 Q4	$742K	Buy	13,770 +2,034	+17%	+$116K	0.38%	87
2024 Q3	$678K	Buy	11,736 +4,102	+54%	+$224K	0.37%	87
2024 Q2	$374K	Buy	+7,634	New	+$389K	0.21%	106

Other funds holding D

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

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

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

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

Shelton Wealth Management increased its Dominion Energy (D) stake by 15% in Q2 2026, buying an estimated $146K and bringing the position to 17,636 shares worth $1.2M. The position accounts for 0.47% of the portfolio, ranked #76.

Shelton Wealth Management first reported a position in D in Q2 2024 and has held it in 9 quarters since. 293 funds tracked by Wall St. Rank hold D as of Q2 2026.

Shelton Wealth Management held 17,636 shares of Dominion Energy worth $1.2M as of Q2 2026.
Shelton Wealth Management bought 2,241 Dominion Energy shares in Q2 2026, an estimated $146K.
Dominion Energy made up 0.47% of Shelton Wealth Management's portfolio in Q2 2026, its #76 holding.
Shelton Wealth Management first reported a position in Dominion Energy in Q2 2024 and has held it in 9 quarters since.
293 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

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