Wealth Enhancement Advisory Services’s Dominion Energy D Stock Holding History

Wealth Enhancement Advisory Services’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	$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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

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

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

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return

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. 251 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.
251 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.