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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
2026
Q2 		$580K Buy
+8,493
New +$552K 0.15% 85
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

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SS&H Financial Advisors's D Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in Dominion Energy (D) in Q2 2026: 8,493 shares worth $580K. The stake represents 0.15% of the portfolio and ranks #85 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in D as recently as Q4 2025.

SS&H Financial Advisors first reported a position in D in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.16M in Q1 2022. 1,552 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • SS&H Financial Advisors held 8,493 shares of Dominion Energy worth $580K as of Q2 2026.
  • Dominion Energy was a new SS&H Financial Advisors position in Q2 2026.
  • Dominion Energy made up 0.15% of SS&H Financial Advisors's portfolio in Q2 2026, its #85 holding.
  • SS&H Financial Advisors first reported a position in Dominion Energy in Q1 2022 and has held it in 16 quarters since.
  • SS&H Financial Advisors's Dominion Energy position peaked at $1.16M in Q1 2022.
  • 1,552 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.