VVP
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Venture Visionary Partners’s Dominion Energy D Stock Holding History

Venture Visionary Partners’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
Q3 		$682K Sell
11,273
-72
-0.6% -$4.84K 0.02% 415
2026
Q2 		$775K Sell
11,345
-342
-3% -$22.2K 0.02% 389
2026
Q1 		$723K Sell
11,687
-384
-3% -$23.7K 0.02% 363
2025
Q4 		$707K Buy
12,071
+224
+2% +$13.5K 0.02% 372
2025
Q3 		$725K Sell
11,847
-299
-2% -$17.8K 0.02% 346
2025
Q2 		$687K Buy
12,146
+137
+1% +$7.51K 0.03% 341
2025
Q1 		$673K Buy
12,009
+11
+0.1% +$605 0.03% 331
2024
Q4 		$646K Sell
11,998
-1,685
-12% -$96.1K 0.03% 320
2024
Q3 		$791K Sell
13,683
-9
-0.1% -$492 0.03% 301
2024
Q2 		$671K Sell
13,692
-675
-5% -$34.4K 0.03% 326
2024
Q1 		$707K Sell
14,367
-2,229
-13% -$104K 0.03% 321
2023
Q4 		$780K Sell
16,596
-744
-4% -$33.2K 0.04% 283
2023
Q3 		$775K Buy
17,340
+543
+3% +$27K 0.05% 268
2023
Q2 		$870K Buy
16,797
+123
+0.7% +$6.69K 0.05% 259
2023
Q1 		$932K Sell
16,674
-497
-3% -$29.1K 0.06% 252
2022
Q4 		$1.05M Buy
17,171
+1,485
+9% +$93.3K 0.08% 210
2022
Q3 		$1.08M Buy
15,686
+343
+2% +$27.7K 0.09% 189
2022
Q2 		$1.22M Buy
15,343
+277
+2% +$22.9K 0.09% 174
2022
Q1 		$1.28M Sell
15,066
-461
-3% -$37K 0.09% 191
2021
Q4 		$1.21M Sell
15,527
-808
-5% -$60.8K 0.08% 204
2021
Q3 		$1.19M Sell
16,335
-495
-3% -$37.7K 0.08% 189
2021
Q2 		$1.24M Sell
16,830
-1,855
-10% -$143K 0.1% 181
2021
Q1 		$1.42M Buy
18,685
+6,464
+53% +$470K 0.12% 156
2020
Q4 		$919K Buy
+12,221
New +$971K 0.1% 167

Other funds holding D

OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Venture Visionary Partners's D Position: Q3 2026 in Review

Venture Visionary Partners reduced its Dominion Energy (D) stake by 0.63% in Q3 2026, selling an estimated $4.84K and leaving 11,273 shares worth $682K. The position accounts for 0.02% of the portfolio, ranked #415.

Venture Visionary Partners first reported a position in D in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.42M in Q1 2021. 78 funds tracked by Wall St. Rank hold D as of Q3 2026.

  • Venture Visionary Partners held 11,273 shares of Dominion Energy worth $682K as of Q3 2026.
  • Venture Visionary Partners sold 72 Dominion Energy shares in Q3 2026, an estimated $4.84K.
  • Dominion Energy made up 0.02% of Venture Visionary Partners's portfolio in Q3 2026, its #415 holding.
  • Venture Visionary Partners first reported a position in Dominion Energy in Q4 2020 and has held it in 24 quarters since.
  • Venture Visionary Partners's Dominion Energy position peaked at $1.42M in Q1 2021.
  • 78 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.