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Valeo Financial Advisors’s Dominion Energy D Stock Holding History

Valeo 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 		$812K Buy
11,885
+23
+0.2% +$1.5K 0.02% 336
2026
Q1 		$733K Sell
11,862
-5,530
-32% -$342K 0.02% 320
2025
Q4 		$1.02M Sell
17,392
-727
-4% -$43.8K 0.02% 296
2025
Q3 		$1.11M Sell
18,119
-4,456
-20% -$265K 0.03% 279
2025
Q2 		$1.28M Buy
22,575
+7,103
+46% +$389K 0.03% 246
2025
Q1 		$868K Buy
15,472
+62
+0.4% +$3.41K 0.02% 288
2024
Q4 		$830K Sell
15,410
-326
-2% -$18.6K 0.02% 306
2024
Q3 		$909K Sell
15,736
-2,749
-15% -$150K 0.03% 279
2024
Q2 		$906K Sell
18,485
-344
-2% -$17.5K 0.03% 257
2024
Q1 		$965K Buy
18,829
+7,818
+71% +$365K 0.03% 245
2023
Q4 		$518K Sell
11,011
-10,570
-49% -$472K 0.02% 353
2023
Q3 		$964K Buy
21,581
+5,764
+36% +$286K 0.04% 213
2023
Q2 		$819K Sell
15,817
-16,098
-50% -$875K 0.04% 230
2023
Q1 		$1.78M Buy
31,915
+4,360
+16% +$255K 0.09% 140
2022
Q4 		$1.69M Buy
27,555
+13,457
+95% +$845K 0.09% 129
2022
Q3 		$974K Buy
14,098
+322
+2% +$26K 0.06% 163
2022
Q2 		$1.1M Sell
13,776
-10,945
-44% -$904K 0.07% 151
2022
Q1 		$2.1M Buy
24,721
+10,501
+74% +$843K 0.11% 116
2021
Q4 		$1.12M Sell
14,220
-1,375
-9% -$103K 0.06% 171
2021
Q3 		$1.14M Buy
15,595
+10,729
+220% +$818K 0.07% 171
2021
Q2 		$358K Sell
4,866
-16,358
-77% -$1.26M 0.02% 326
2021
Q1 		$1.61M Sell
21,224
-3,971
-16% -$288K 0.07% 140
2020
Q4 		$1.9M Buy
25,195
+351
+1% +$27.9K 0.1% 105
2020
Q3 		$1.96M Sell
24,844
-1,064
-4% -$83.6K 0.17% 85
2020
Q2 		$2.1M Sell
25,908
-4,231
-14% -$339K 0.19% 74
2020
Q1 		$2.46M Sell
30,139
-1,054
-3% -$86.1K 0.26% 56
2019
Q4 		$2.58M Buy
+31,193
New +$2.55M 0.25% 62
2019
Q3 		– Sell
-1,809
Closed -$140K – 1575
2019
Q2 		$140K Sell
1,809
-422
-19% -$32.2K 0.02% 366
2019
Q1 		$171K Buy
2,231
+136
+6% +$9.93K 0.02% 308
2018
Q4 		$150K Sell
2,095
-667
-24% -$48.7K 0.02% 301
2018
Q3 		$199K Sell
2,762
-852
-24% -$60.3K 0.03% 277
2018
Q2 		$252K Buy
3,614
+153
+4% +$9.96K 0.04% 250
2018
Q1 		$233K Buy
3,461
+2,352
+212% +$174K 0.04% 237
2017
Q4 		$90K Buy
1,109
+485
+78% +$39.3K 0.01% 359
2017
Q3 		$48K Buy
+624
New +$48.5K 0.01% 411

Other funds holding D

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 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

Valeo Financial Advisors's D Position: Q2 2026 in Review

Valeo Financial Advisors increased its Dominion Energy (D) stake by 0.19% in Q2 2026, buying an estimated $1.5K and bringing the position to 11,885 shares worth $812K. The position accounts for 0.02% of the portfolio, ranked #336.

Valeo Financial Advisors first reported a position in D in Q3 2017 and has held it in 35 quarters since. The position peaked at $2.58M in Q4 2019. 452 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Valeo Financial Advisors held 11,885 shares of Dominion Energy worth $812K as of Q2 2026.
  • Valeo Financial Advisors bought 23 Dominion Energy shares in Q2 2026, an estimated $1.5K.
  • Dominion Energy made up 0.02% of Valeo Financial Advisors's portfolio in Q2 2026, its #336 holding.
  • Valeo Financial Advisors first reported a position in Dominion Energy in Q3 2017 and has held it in 35 quarters since.
  • Valeo Financial Advisors's Dominion Energy position peaked at $2.58M in Q4 2019.
  • 452 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.