SS&H Financial Advisors’s Dominion Energy D Stock Holding History

SS&H Financial 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
2025 Q4	$498K	Hold	8,493	–	–	0.15%	92
2025 Q3	$520K	Hold	8,493	–	–	0.16%	90
2025 Q2	$480K	Sell	8,493 -100	-1%	-$5.48K	0.16%	90
2025 Q1	$482K	Sell	8,593 -450	-5%	-$24.8K	0.18%	87
2024 Q4	$488K	Hold	9,043	–	–	0.18%	93
2024 Q3	$523K	Hold	9,043	–	–	0.19%	88
2024 Q2	$443K	Sell	9,043 -2,000	-18%	-$102K	0.17%	94
2024 Q1	$543K	Sell	11,043 -700	-6%	-$32.7K	0.23%	84
2023 Q4	$552K	Sell	11,743 -150	-1%	-$6.7K	0.23%	83
2023 Q3	$531K	Buy	+11,893	New	+$590K	0.25%	82
2023 Q1	$740K	Sell	13,243 -400	-3%	-$23.4K	0.34%	67
2022 Q4	$837K	Hold	13,643	–	–	0.4%	66
2022 Q3	$943K	Hold	13,643	–	–	0.49%	60
2022 Q2	$1.09M	Hold	13,643	–	–	0.5%	57
2022 Q1	$1.16M	Buy	+13,643	New	+$1.1M	0.45%	60

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SS&H Financial Advisors's D Position: Q4 2025 in Review

SS&H Financial Advisors held its Dominion Energy (D) position steady in Q4 2025 at 8,493 shares worth $498K. The position accounts for 0.15% of the portfolio, ranked #92.

SS&H Financial Advisors first reported a position in D in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.16M in Q1 2022. 1,445 funds tracked by Wall St. Rank hold D as of Q4 2025.

SS&H Financial Advisors held 8,493 shares of Dominion Energy worth $498K as of Q4 2025.
SS&H Financial Advisors left its Dominion Energy share count unchanged in Q4 2025.
Dominion Energy made up 0.15% of SS&H Financial Advisors's portfolio in Q4 2025, its #92 holding.
SS&H Financial Advisors first reported a position in Dominion Energy in Q1 2022 and has held it in 15 quarters since.
SS&H Financial Advisors's Dominion Energy position peaked at $1.16M in Q1 2022.
1,445 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.