Steel Grove Capital Advisors’s Dominion Energy D Stock Holding History

Steel Grove Capital 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 Q3	$1.93M	Buy	31,817 +3,941	+14%	+$265K	0.17%	71
2026 Q2	$1.9M	Buy	27,876 +297	+1%	+$19.3K	0.18%	67
2026 Q1	$1.7M	Buy	+27,579	New	+$1.7M	0.18%	69
2019 Q1	–	Sell	-6,558	Closed	-$469K	–	156
2018 Q4	$469K	Sell	6,558 -414	-6%	-$30.3K	0.07%	204
2018 Q3	$490K	Sell	6,972 -376	-5%	-$26.6K	0.07%	206
2018 Q2	$501K	Sell	7,348 -4,908	-40%	-$320K	0.08%	192
2018 Q1	$826K	Sell	12,256 -404	-3%	-$29.8K	0.13%	154
2017 Q4	$1.03M	Buy	12,660 +6,769	+115%	+$548K	0.15%	123
2017 Q3	$453K	Sell	5,891 -2,083	-26%	-$162K	0.08%	172
2017 Q2	$611K	Buy	7,974 +797	+11%	+$62.6K	0.11%	152
2017 Q1	$557K	Buy	+7,177	New	+$543K	0.1%	157

Other funds holding D

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

OGC

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Steel Grove Capital Advisors's D Position: Q3 2026 in Review

Steel Grove Capital Advisors increased its Dominion Energy (D) stake by 14% in Q3 2026, buying an estimated $265K and bringing the position to 31,817 shares worth $1.93M. The position accounts for 0.17% of the portfolio, ranked #71.

Steel Grove Capital Advisors first reported a position in D in Q1 2017 and has held it in 11 quarters since. 190 funds tracked by Wall St. Rank hold D as of Q3 2026.

Steel Grove Capital Advisors held 31,817 shares of Dominion Energy worth $1.93M as of Q3 2026.
Steel Grove Capital Advisors bought 3,941 Dominion Energy shares in Q3 2026, an estimated $265K.
Dominion Energy made up 0.17% of Steel Grove Capital Advisors's portfolio in Q3 2026, its #71 holding.
Steel Grove Capital Advisors first reported a position in Dominion Energy in Q1 2017 and has held it in 11 quarters since.
190 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.