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Toth Financial Advisory’s Dominion Energy D Stock Holding History

Toth Financial Advisory’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 		$11.2M Buy
164,586
+5,121
+3% +$333K 1.1% 25
2026
Q1 		$9.86M Buy
159,465
+11,505
+8% +$711K 1.08% 29
2025
Q4 		$8.67M Buy
147,960
+7,486
+5% +$451K 0.94% 36
2025
Q3 		$8.59M Buy
140,474
+8,379
+6% +$498K 0.93% 35
2025
Q2 		$7.47M Buy
132,095
+13,676
+12% +$749K 0.87% 38
2025
Q1 		$6.64M Buy
118,419
+15,796
+15% +$869K 0.8% 46
2024
Q4 		$5.53M Buy
102,623
+20,099
+24% +$1.15M 0.65% 55
2024
Q3 		$4.77M Buy
82,524
+13,889
+20% +$759K 0.56% 65
2024
Q2 		$3.36M Buy
68,635
+15,579
+29% +$794K 0.43% 79
2024
Q1 		$2.61M Buy
53,056
+12,594
+31% +$588K 0.33% 91
2023
Q4 		$1.9M Sell
40,462
-2,306
-5% -$103K 0.26% 100
2023
Q3 		$1.91M Sell
42,768
-6,704
-14% -$333K 0.29% 91
2023
Q2 		$2.56M Sell
49,472
-198
-0.4% -$10.8K 0.37% 79
2023
Q1 		$2.78M Buy
49,670
+4,179
+9% +$245K 0.43% 73
2022
Q4 		$2.79M Sell
45,491
-11,974
-21% -$752K 0.45% 71
2022
Q3 		$3.97M Buy
57,465
+3,076
+6% +$248K 0.72% 54
2022
Q2 		$4.34M Buy
54,389
+3,054
+6% +$252K 0.76% 52
2022
Q1 		$4.36M Buy
51,335
+1,392
+3% +$112K 0.65% 55
2021
Q4 		$3.92M Sell
49,943
-1,052
-2% -$79.2K 0.53% 64
2021
Q3 		$3.72M Sell
50,995
-903
-2% -$68.9K 0.57% 60
2021
Q2 		$3.82M Buy
51,898
+949
+2% +$73.2K 0.58% 58
2021
Q1 		$3.87M Sell
50,949
-4,016
-7% -$292K 0.62% 58
2020
Q4 		$4.13M Sell
54,965
-279
-0.5% -$22.2K 0.71% 50
2020
Q3 		$4.36M Sell
55,244
-661
-1% -$51.9K 0.84% 47
2020
Q2 		$4.54M Buy
55,905
+1,379
+3% +$111K 0.98% 37
2020
Q1 		$3.94M Buy
54,526
+2,651
+5% +$216K 1.14% 33
2019
Q4 		$4.3M Buy
51,875
+844
+2% +$69K 0.87% 43
2019
Q3 		$4.14M Buy
51,031
+5,889
+13% +$455K 0.91% 43
2019
Q2 		$3.49M Buy
45,142
+6,653
+17% +$507K 0.78% 50
2019
Q1 		$2.95M Buy
38,489
+22,167
+136% +$1.62M 0.69% 57
2018
Q4 		$1.17M Buy
16,322
+11,085
+212% +$810K 0.32% 74
2018
Q3 		$368K Buy
5,237
+12
+0.2% +$850 0.08% 129
2018
Q2 		$356K Buy
5,225
+14
+0.3% +$912 0.08% 129
2018
Q1 		$351K Buy
5,211
+12
+0.2% +$886 0.09% 127
2017
Q4 		$421K Buy
5,199
+10
+0.2% +$810 0.1% 125
2017
Q3 		$399K Sell
5,189
-2,542
-33% -$198K 0.1% 125
2017
Q2 		$592K Sell
7,731
-6,193
-44% -$487K 0.15% 106
2017
Q1 		$1.08M Buy
13,924
+2,246
+19% +$170K 0.29% 83
2016
Q4 		$894K Buy
11,678
+4
+0% +$295 0.26% 89
2016
Q3 		$867K Buy
11,674
+77
+0.7% +$5.87K 0.25% 85
2016
Q2 		$904K Hold
11,597
– – 0.28% 80
2016
Q1 		$871K Hold
11,597
– – 0.28% 72
2015
Q4 		$784K Hold
11,597
– – 0.26% 71
2015
Q3 		$816K Hold
11,597
– – 0.3% 68
2015
Q2 		$775K Buy
11,597
+150
+1% +$10.6K 0.26% 75
2015
Q1 		$811K Buy
11,447
+3,148
+38% +$234K 0.27% 72
2014
Q4 		$638K Hold
8,299
– – 0.22% 83
2014
Q3 		$573K Buy
+8,299
New +$573K 0.22% 82

Other funds holding D

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Wealth Enhancement Advisory Services
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
DC
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
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return

Toth Financial Advisory's D Position: Q2 2026 in Review

Toth Financial Advisory increased its Dominion Energy (D) stake by 3.2% in Q2 2026, buying an estimated $333K and bringing the position to 164,586 shares worth $11.2M. The position accounts for 1.1% of the portfolio, ranked #25.

Toth Financial Advisory first reported a position in D in Q3 2014 and has held it in 48 quarters since. 251 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Toth Financial Advisory held 164,586 shares of Dominion Energy worth $11.2M as of Q2 2026.
  • Toth Financial Advisory bought 5,121 Dominion Energy shares in Q2 2026, an estimated $333K.
  • Dominion Energy made up 1.1% of Toth Financial Advisory's portfolio in Q2 2026, its #25 holding.
  • Toth Financial Advisory first reported a position in Dominion Energy in Q3 2014 and has held it in 48 quarters since.
  • 251 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.