RAFFA WEALTH MANAGEMENT, LLC’s Dominion Energy D Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$7.03K	Buy	103 +19	+23%	+$1.24K	﹤0.01%	508
2026 Q1	$5.19K	Buy	84 +3	+4%	+$185	﹤0.01%	527
2025 Q4	$4.75K	Hold	81	–	–	﹤0.01%	527
2025 Q3	$4.96K	Buy	81 +14	+21%	+$832	﹤0.01%	487
2025 Q2	$3.79K	Hold	67	–	–	﹤0.01%	552
2025 Q1	$3.76K	Hold	67	–	–	﹤0.01%	482
2024 Q4	$3.61K	Hold	67	–	–	﹤0.01%	517
2024 Q3	$3.87K	Sell	67 -190	-74%	-$10.4K	﹤0.01%	469
2024 Q2	$12.6K	Buy	257 +190	+284%	+$9.68K	﹤0.01%	408
2024 Q1	$3.3K	Hold	67	–	–	﹤0.01%	582
2023 Q4	$3.15K	Hold	67	–	–	﹤0.01%	489
2023 Q3	$2.99K	Hold	67	–	–	﹤0.01%	475
2023 Q2	$3.47K	Hold	67	–	–	﹤0.01%	463
2023 Q1	$3.75K	Hold	67	–	–	﹤0.01%	451
2022 Q4	$4.11K	Hold	67	–	–	﹤0.01%	425
2022 Q3	$4.63K	Hold	67	–	–	﹤0.01%	402
2022 Q2	$5.35K	Hold	67	–	–	﹤0.01%	373
2022 Q1	$5.69K	Buy	67 +33	+97%	+$2.65K	﹤0.01%	383
2021 Q4	$2.67K	Sell	34 -70	-67%	-$5.27K	﹤0.01%	577
2021 Q3	$7.59K	Hold	104	–	–	﹤0.01%	298
2021 Q2	$7.65K	Sell	104 -71	-41%	-$5.48K	﹤0.01%	291
2021 Q1	$13.3K	Buy	175 +15	+9%	+$1.09K	﹤0.01%	247
2020 Q4	$12K	Buy	160 +16	+11%	+$1.27K	﹤0.01%	232
2020 Q3	$11.4K	Buy	144 +54	+60%	+$4.24K	﹤0.01%	228
2020 Q2	$7.31K	Hold	90	–	–	﹤0.01%	258
2020 Q1	$6.5K	Hold	90	–	–	﹤0.01%	244
2019 Q4	$7.45K	Hold	90	–	–	﹤0.01%	241
2019 Q3	$7.29K	Buy	+90	New	+$6.96K	﹤0.01%	242
2019 Q2	–	Sell	-90	Closed	-$6.9K	–	891
2019 Q1	$6.9K	Hold	90	–	–	﹤0.01%	204
2018 Q4	$6.43K	Hold	90	–	–	﹤0.01%	231
2018 Q3	$6.33K	Hold	90	–	–	﹤0.01%	244
2018 Q2	$6.14K	Hold	90	–	–	﹤0.01%	233
2018 Q1	$6.07K	Buy	+90	New	+$6.65K	﹤0.01%	233
2017 Q4	–	Sell	-27	Closed	-$2.08K	–	263
2017 Q3	$2.08K	Hold	27	–	–	﹤0.01%	258
2017 Q2	$2.07K	Hold	27	–	–	﹤0.01%	285
2017 Q1	$2.09K	Sell	27 -12	-31%	-$908	﹤0.01%	260
2016 Q4	$2.99K	Hold	39	–	–	﹤0.01%	248
2016 Q3	$2.9K	Hold	39	–	–	﹤0.01%	252
2016 Q2	$3.04K	Hold	39	–	–	﹤0.01%	243
2016 Q1	$2.93K	Hold	39	–	–	﹤0.01%	249
2015 Q4	$2.64K	Hold	39	–	–	﹤0.01%	247
2015 Q3	$2.75K	Hold	39	–	–	﹤0.01%	254
2015 Q2	$2.61K	Hold	39	–	–	﹤0.01%	249
2015 Q1	$2.76K	Buy	39 +27	+225%	+$2K	﹤0.01%	236
2014 Q4	$923	Hold	12	–	–	﹤0.01%	376
2014 Q3	$829	Buy	+12	New	+$828	﹤0.01%	383
2014 Q1	–	Sell	-12	Closed	-$923	–	393
2013 Q4	$923	Buy	+12	New	+$772	﹤0.01%	376

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's D Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Dominion Energy (D) stake by 23% in Q2 2026, buying an estimated $1.24K and bringing the position to 103 shares worth $7.03K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in D in Q4 2013 and has held it in 47 quarters since. The position peaked at $13.3K in Q1 2021. 513 funds tracked by Wall St. Rank hold D as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 103 shares of Dominion Energy worth $7.03K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 19 Dominion Energy shares in Q2 2026, an estimated $1.24K.
Dominion Energy made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #508 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Dominion Energy in Q4 2013 and has held it in 47 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Dominion Energy position peaked at $13.3K in Q1 2021.
513 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.