Walkner Condon Financial Advisors’s Dominion Energy D Stock Holding History

Walkner Condon 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	$239K	Buy	3,497 +17	+0.5%	+$1.1K	0.03%	304
2026 Q1	$215K	Buy	3,480 +3	+0.1%	+$185	0.03%	299
2025 Q4	$204K	Buy	3,477 +16	+0.5%	+$964	0.03%	301
2025 Q3	$212K	Buy	+3,461	New	+$206K	0.03%	284
2022 Q3	–	Sell	-2,658	Closed	-$212K	–	218
2022 Q2	$212K	Buy	2,658 +147	+6%	+$12.1K	0.07%	203
2022 Q1	$213K	Buy	+2,511	New	+$202K	0.06%	205
2020 Q4	–	Sell	-2,569	Closed	-$203K	–	137
2020 Q3	$203K	Buy	2,569 +22	+0.9%	+$1.73K	0.11%	119
2020 Q2	$207K	Buy	+2,547	New	+$204K	0.18%	58
2020 Q1	–	Sell	-2,648	Closed	-$219K	–	54
2019 Q4	$219K	Buy	+2,648	New	+$216K	0.21%	66

Other funds holding D

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Walkner Condon Financial Advisors's D Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its Dominion Energy (D) stake by 0.49% in Q2 2026, buying an estimated $1.1K and bringing the position to 3,497 shares worth $239K. The position accounts for 0.03% of the portfolio, ranked #304.

Walkner Condon Financial Advisors first reported a position in D in Q4 2019 and has held it in 9 quarters since. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

Walkner Condon Financial Advisors held 3,497 shares of Dominion Energy worth $239K as of Q2 2026.
Walkner Condon Financial Advisors bought 17 Dominion Energy shares in Q2 2026, an estimated $1.1K.
Dominion Energy made up 0.03% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #304 holding.
Walkner Condon Financial Advisors first reported a position in Dominion Energy in Q4 2019 and has held it in 9 quarters since.
1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.