UAS
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United Asset Strategies’s Dominion Energy D Stock Holding History

United Asset Strategies’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 		$585K Sell
8,562
-66
-0.8% -$4.29K 0.04% 198
2026
Q1 		$533K Buy
8,628
+489
+6% +$30.2K 0.04% 195
2025
Q4 		$477K Sell
8,139
-263
-3% -$15.8K 0.04% 197
2025
Q3 		$514K Buy
8,402
+10
+0.1% +$594 0.04% 193
2025
Q2 		$474K Sell
8,392
-644
-7% -$35.3K 0.04% 196
2025
Q1 		$507K Sell
9,036
-7,775
-46% -$428K 0.05% 191
2024
Q4 		$905K Sell
16,811
-49
-0.3% -$2.79K 0.08% 140
2024
Q3 		$974K Buy
16,860
+811
+5% +$44.3K 0.09% 142
2024
Q2 		$786K Sell
16,049
-1,985
-11% -$101K 0.08% 151
2024
Q1 		$887K Buy
18,034
+9,353
+108% +$437K 0.09% 156
2023
Q4 		$408K Buy
8,681
+1,309
+18% +$58.4K 0.05% 192
2023
Q3 		$329K Sell
7,372
-79
-1% -$3.92K 0.04% 197
2023
Q2 		$386K Buy
7,451
+582
+8% +$31.6K 0.05% 188
2023
Q1 		$384K Sell
6,869
-78,786
-92% -$4.61M 0.05% 185
2022
Q4 		$5.25M Sell
85,655
-42,346
-33% -$2.66M 0.73% 47
2022
Q3 		$8.85M Buy
128,001
+395
+0.3% +$31.9K 1.36% 21
2022
Q2 		$10.2M Buy
127,606
+1,137
+0.9% +$93.9K 1.48% 21
2022
Q1 		$10.7M Sell
126,469
-9,053
-7% -$727K 1.37% 23
2021
Q4 		$10.6M Sell
135,522
-3,421
-2% -$257K 1.27% 29
2021
Q3 		$10.1M Buy
138,943
+9,254
+7% +$706K 1.31% 27
2021
Q2 		$9.54M Buy
129,689
+6,966
+6% +$538K 1.27% 30
2021
Q1 		$9.32M Buy
122,723
+6,327
+5% +$460K 1.35% 29
2020
Q4 		$8.75M Sell
116,396
-1,549
-1% -$123K 1.38% 24
2020
Q3 		$9.31M Buy
117,945
+20,282
+21% +$1.59M 1.71% 18
2020
Q2 		$7.93M Buy
97,663
+3,487
+4% +$280K 1.56% 17
2020
Q1 		$6.8M Buy
94,176
+16,124
+21% +$1.32M 1.69% 18
2019
Q4 		$6.46M Buy
78,052
+1,871
+2% +$153K 1.26% 26
2019
Q3 		$6.17M Buy
76,181
+1,336
+2% +$103K 1.35% 23
2019
Q2 		$5.79M Buy
74,845
+668
+0.9% +$50.9K 1.33% 22
2019
Q1 		$5.69M Sell
74,177
-55,914
-43% -$4.08M 1.34% 22
2018
Q4 		$9.3M Buy
130,091
+126,895
+3,970% +$9.27M 2.54% 8
2018
Q3 		$225K Hold
3,196
– – 0.05% 185
2018
Q2 		$218K Sell
3,196
-234
-7% -$15.2K 0.06% 185
2018
Q1 		$231K Buy
3,430
+166
+5% +$12.3K 0.07% 179
2017
Q4 		$265K Buy
+3,264
New +$264K 0.07% 174
2017
Q3 		– Sell
-3,264
Closed -$250K – 127
2017
Q2 		$250K Hold
3,264
– – 0.07% 133
2017
Q1 		$253K Sell
3,264
-18
-0.5% -$1.36K 0.08% 121
2016
Q4 		$251K Sell
3,282
-125
-4% -$9.21K 0.08% 120
2016
Q3 		$253K Sell
3,407
-399
-10% -$30.4K 0.09% 118
2016
Q2 		$297K Buy
3,806
+489
+15% +$35.5K 0.11% 110
2016
Q1 		$249K Hold
3,317
– – 0.11% 115
2015
Q4 		$224K Hold
3,317
– – 0.1% 121
2015
Q3 		$233K Sell
3,317
-483
-13% -$33.9K 0.11% 114
2015
Q2 		$254K Sell
3,800
-35
-0.9% -$2.46K 0.11% 108
2015
Q1 		$275K Buy
3,835
+44
+1% +$3.26K 0.13% 100
2014
Q4 		$292K Buy
3,791
+4
+0.1% +$289 0.12% 101
2014
Q3 		$262K Buy
3,787
+405
+12% +$28K 0.12% 109
2014
Q2 		$242K Buy
+3,382
New +$237K 0.12% 105

Other funds holding D

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

United Asset Strategies's D Position: Q2 2026 in Review

United Asset Strategies reduced its Dominion Energy (D) stake by 0.76% in Q2 2026, selling an estimated $4.29K and leaving 8,562 shares worth $585K. The position accounts for 0.04% of the portfolio, ranked #198.

United Asset Strategies first reported a position in D in Q2 2014 and has held it in 48 quarters since. The position peaked at $10.7M in Q1 2022. 399 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • United Asset Strategies held 8,562 shares of Dominion Energy worth $585K as of Q2 2026.
  • United Asset Strategies sold 66 Dominion Energy shares in Q2 2026, an estimated $4.29K.
  • Dominion Energy made up 0.04% of United Asset Strategies's portfolio in Q2 2026, its #198 holding.
  • United Asset Strategies first reported a position in Dominion Energy in Q2 2014 and has held it in 48 quarters since.
  • United Asset Strategies's Dominion Energy position peaked at $10.7M in Q1 2022.
  • 399 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.