Synergy Investment 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
$9.9K Buy
145
+16
+12% +$1.04K ﹤0.01% 633
2026
Q1
$7.99K Buy
+129
New +$7.97K ﹤0.01% 522

Other funds holding D

Synergy Investment Management's D Position: Q2 2026 in Review

Synergy Investment Management increased its Dominion Energy (D) stake by 12% in Q2 2026, buying an estimated $1.04K and bringing the position to 145 shares worth $9.9K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

Synergy Investment Management first reported a position in D in Q1 2026 and has held it in 2 quarters since. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Synergy Investment Management held 145 shares of Dominion Energy worth $9.9K as of Q2 2026.
  • Synergy Investment Management bought 16 Dominion Energy shares in Q2 2026, an estimated $1.04K.
  • Dominion Energy made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #633 holding.
  • Synergy Investment Management first reported a position in Dominion Energy in Q1 2026 and has held it in 2 quarters since.
  • 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.