Wealth Enhancement Advisory Services
D icon

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
Q3 		$28M Buy
457,982
+33,224
+8% +$2.23M 0.04% 385
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Wealth Enhancement Advisory Services's D Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Dominion Energy (D) stake by 7.8% in Q3 2026, buying an estimated $2.23M and bringing the position to 457,982 shares worth $28M. The position accounts for 0.04% of the portfolio, ranked #385.

Wealth Enhancement Advisory Services first reported a position in D in Q4 2014 and has held it in 29 quarters since. The position peaked at $29.5M in Q2 2026. 930 funds tracked by Wall St. Rank hold D as of Q3 2026.

  • Wealth Enhancement Advisory Services held 457,982 shares of Dominion Energy worth $28M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 33,224 Dominion Energy shares in Q3 2026, an estimated $2.23M.
  • Dominion Energy made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #385 holding.
  • Wealth Enhancement Advisory Services first reported a position in Dominion Energy in Q4 2014 and has held it in 29 quarters since.
  • Wealth Enhancement Advisory Services's Dominion Energy position peaked at $29.5M in Q2 2026.
  • 930 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.