Wealth Enhancement Advisory Services’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $29.5M | Buy |
424,758
+45,240
| +12% | +$2.94M | 0.05% | 325 |
|
|
2026
Q1 | $23.8M | Sell |
379,518
-81,962
| -18% | -$5.06M | 0.05% | 348 |
|
|
2025
Q4 | $27.1M | Buy |
461,480
+47,436
| +11% | +$2.86M | 0.04% | 396 |
|
|
2025
Q3 | $25.2M | Buy |
414,044
+99,022
| +31% | +$5.89M | 0.04% | 396 |
|
|
2025
Q2 | $17.9M | Buy |
315,022
+49,282
| +19% | +$2.7M | 0.03% | 453 |
|
|
2025
Q1 | $14.9M | Buy |
265,740
+21,991
| +9% | +$1.21M | 0.03% | 480 |
|
|
2024
Q4 | $13.1M | Buy |
243,749
+135,637
| +125% | +$7.74M | 0.03% | 489 |
|
|
2024
Q3 | $6.25M | Sell |
108,112
-5,527
| -5% | -$302K | 0.01% | 661 |
|
|
2024
Q2 | $5.57M | Buy |
113,639
+3,990
| +4% | +$203K | 0.01% | 659 |
|
|
2024
Q1 | $5.39M | Buy |
109,649
+7,670
| +8% | +$358K | 0.01% | 641 |
|
|
2023
Q4 | $4.79M | Sell |
101,979
-11,039
| -10% | -$493K | 0.01% | 623 |
|
|
2023
Q3 | $5.05M | Buy |
113,018
+103,515
| +1,089% | +$5.14M | 0.02% | 580 |
|
|
2023
Q2 | $492K | Buy |
+9,503
| New | +$517K | 0.01% | 354 |
|
|
2023
Q1 | – | Sell |
-51,410
| Closed | -$3.22M | – | 529 |
|
|
2022
Q4 | $3.22M | Sell |
51,410
-4,595
| -8% | -$289K | 0.04% | 147 |
|
|
2022
Q3 | $3.61M | Buy |
56,005
+13,592
| +32% | +$1.1M | 0.05% | 138 |
|
|
2022
Q2 | $3.37M | Buy |
+42,413
| New | +$3.5M | 0.05% | 163 |
|
|
2020
Q2 | – | Sell |
-40,372
| Closed | -$3.2M | – | 221 |
|
|
2020
Q1 | $3.2M | Buy |
40,372
+11,957
| +42% | +$976K | 0.11% | 81 |
|
|
2019
Q4 | $2.35M | Sell |
28,415
-26,930
| -49% | -$2.2M | 0.08% | 98 |
|
|
2019
Q3 | $4.53M | Buy |
55,345
+40,813
| +281% | +$3.16M | 0.18% | 59 |
|
|
2019
Q2 | $1.09M | Buy |
+14,532
| New | +$1.11M | 0.05% | 151 |
|
|
2019
Q1 | – | Sell |
-24,081
| Closed | -$1.66M | – | 188 |
|
|
2018
Q4 | $1.66M | Buy |
+24,081
| New | +$1.76M | 0.1% | 77 |
|
|
2016
Q3 | – | Sell |
-25,756
| Closed | -$2.01M | – | 144 |
|
|
2016
Q2 | $2.01M | Buy |
25,756
+2,975
| +13% | +$216K | 0.36% | 38 |
|
|
2016
Q1 | $1.7M | Buy |
22,781
+2,297
| +11% | +$163K | 0.35% | 39 |
|
|
2015
Q4 | $1.39M | Buy |
20,484
+2,535
| +14% | +$175K | 0.35% | 50 |
|
|
2015
Q3 | $1.27M | Buy |
17,949
+2,743
| +18% | +$193K | 0.39% | 49 |
|
|
2015
Q2 | $1.02M | Buy |
15,206
+1,929
| +15% | +$136K | 0.31% | 50 |
|
|
2015
Q1 | $941K | Buy |
13,277
+1,783
| +16% | +$132K | 0.36% | 51 |
|
|
2014
Q4 | $884K | Buy |
+11,494
| New | +$832K | 0.35% | 52 |
|
Other funds holding D
Wealth Enhancement Advisory Services's D Position: Q2 2026 in Review
Wealth Enhancement Advisory Services increased its Dominion Energy (D) stake by 12% in Q2 2026, buying an estimated $2.94M and bringing the position to 424,758 shares worth $29.5M. The position accounts for 0.05% of the portfolio, ranked #325.
Wealth Enhancement Advisory Services first reported a position in D in Q4 2014 and has held it in 28 quarters since. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.
- Wealth Enhancement Advisory Services held 424,758 shares of Dominion Energy worth $29.5M as of Q2 2026.
- Wealth Enhancement Advisory Services bought 45,240 Dominion Energy shares in Q2 2026, an estimated $2.94M.
- Dominion Energy made up 0.05% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #325 holding.
- Wealth Enhancement Advisory Services first reported a position in Dominion Energy in Q4 2014 and has held it in 28 quarters since.
- 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.
Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.