VA
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Valmark Advisers’s Dominion Energy D Stock Holding History

Valmark Advisers’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 		$1.55M Sell
22,694
-94
-0.4% -$6.11K 0.02% 298
2026
Q1 		$1.41M Buy
22,788
+150
+0.7% +$9.27K 0.02% 292
2025
Q4 		$1.33M Buy
22,638
+234
+1% +$14.1K 0.02% 306
2025
Q3 		$1.37M Sell
22,404
-33
-0.1% -$1.96K 0.02% 285
2025
Q2 		$1.27M Sell
22,437
-255
-1% -$14K 0.02% 294
2025
Q1 		$1.27M Sell
22,692
-483
-2% -$26.6K 0.02% 276
2024
Q4 		$1.25M Buy
23,175
+13,724
+145% +$783K 0.02% 276
2024
Q3 		$546K Buy
9,451
+639
+7% +$34.9K 0.01% 402
2024
Q2 		$432K Sell
8,812
-81
-0.9% -$4.13K 0.01% 417
2024
Q1 		$437K Sell
8,893
-624
-7% -$29.1K 0.01% 400
2023
Q4 		$447K Buy
9,517
+2,843
+43% +$127K 0.01% 365
2023
Q3 		$298K Buy
6,674
+250
+4% +$12.4K 0.01% 396
2023
Q2 		$333K Sell
6,424
-136
-2% -$7.39K 0.01% 388
2023
Q1 		$367K Buy
6,560
+95
+1% +$5.56K 0.01% 360
2022
Q4 		$396K Buy
+6,465
New +$406K 0.01% 335
2021
Q3 		– Sell
-3,071
Closed -$226K – 397
2021
Q2 		$226K Buy
+3,071
New +$237K ﹤0.01% 363
2019
Q4 		– Sell
-3,223
Closed -$261K – 245
2019
Q3 		$261K Buy
3,223
+575
+22% +$44.5K 0.01% 211
2019
Q2 		$205K Hold
2,648
– – ﹤0.01% 222
2019
Q1 		$203K Buy
+2,648
New +$193K ﹤0.01% 213

Other funds holding D

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Valmark Advisers's D Position: Q2 2026 in Review

Valmark Advisers reduced its Dominion Energy (D) stake by 0.41% in Q2 2026, selling an estimated $6.11K and leaving 22,694 shares worth $1.55M. The position accounts for 0.02% of the portfolio, ranked #298.

Valmark Advisers first reported a position in D in Q1 2019 and has held it in 19 quarters since. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Valmark Advisers held 22,694 shares of Dominion Energy worth $1.55M as of Q2 2026.
  • Valmark Advisers sold 94 Dominion Energy shares in Q2 2026, an estimated $6.11K.
  • Dominion Energy made up 0.02% of Valmark Advisers's portfolio in Q2 2026, its #298 holding.
  • Valmark Advisers first reported a position in Dominion Energy in Q1 2019 and has held it in 19 quarters since.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.