VWA
D icon

Valued Wealth Advisors’s Dominion Energy D Stock Holding History

Valued Wealth 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 		$2.81K Buy
41
+1
+3% +$65 ﹤0.01% 594
2026
Q1 		$2.48K Buy
40
+32
+400% +$1.98K ﹤0.01% 520
2025
Q4 		$475 Buy
8
+4
+100% +$241 ﹤0.01% 539
2025
Q3 		$250 Buy
4
+2
+100% +$119 ﹤0.01% 564
2025
Q2 		$116 Hold
2
– – ﹤0.01% 600
2025
Q1 		$114 Sell
2
-67
-97% -$3.69K ﹤0.01% 637
2024
Q4 		$3.72K Buy
69
+67
+3,350% +$3.82K ﹤0.01% 341
2024
Q3 		$116 Hold
2
– – ﹤0.01% 625
2024
Q2 		$98 Hold
2
– – ﹤0.01% 598
2024
Q1 		$99 Sell
2
-1
-33% -$47 ﹤0.01% 591
2023
Q4 		$135 Buy
+3
New +$134 ﹤0.01% 523

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

Valued Wealth Advisors's D Position: Q2 2026 in Review

Valued Wealth Advisors increased its Dominion Energy (D) stake by 2.5% in Q2 2026, buying an estimated $65 and bringing the position to 41 shares worth $2.81K. The position accounts for ﹤0.01% of the portfolio, ranked #594.

Valued Wealth Advisors first reported a position in D in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.72K in Q4 2024. 452 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Valued Wealth Advisors held 41 shares of Dominion Energy worth $2.81K as of Q2 2026.
  • Valued Wealth Advisors bought 1 Dominion Energy share in Q2 2026, an estimated $65.
  • Dominion Energy made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #594 holding.
  • Valued Wealth Advisors first reported a position in Dominion Energy in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's Dominion Energy position peaked at $3.72K in Q4 2024.
  • 452 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.