Wealth Quarterback
D icon

Wealth Quarterback’s Dominion Energy D Stock Holding History

Wealth Quarterback’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 		$442K Sell
7,301
-224
-3% -$15K 0.13% 101
2026
Q2 		$514K Sell
7,525
-920
-11% -$59.8K 0.16% 95
2026
Q1 		$522K Sell
8,445
-513
-6% -$31.7K 0.21% 81
2025
Q4 		$525K Buy
8,958
+874
+11% +$52.7K 0.19% 84
2025
Q3 		$494K Buy
8,084
+499
+7% +$29.7K 0.19% 89
2025
Q2 		$429K Buy
7,585
+1,626
+27% +$89.1K 0.2% 94
2025
Q1 		$334K Buy
5,959
+98
+2% +$5.39K 0.19% 90
2024
Q4 		$316K Buy
5,861
+1,967
+51% +$112K 0.15% 92
2024
Q3 		$225K Sell
3,894
-236
-6% -$12.9K 0.12% 112
2024
Q2 		$202K Sell
4,130
-259
-6% -$13.2K 0.11% 115
2024
Q1 		$216K Sell
4,389
-41
-0.9% -$1.92K 0.12% 108
2023
Q4 		$208K Sell
4,430
-17,229
-80% -$769K 0.13% 109
2023
Q3 		$968K Buy
21,659
+305
+1% +$15.1K 0.84% 28
2023
Q2 		$1.11M Buy
21,354
+7,344
+52% +$399K 0.77% 26
2023
Q1 		$783K Buy
14,010
+527
+4% +$30.8K 0.66% 31
2022
Q4 		$827K Buy
13,483
+180
+1% +$11.3K 0.69% 31
2022
Q3 		$919K Sell
13,303
-181
-1% -$14.6K 0.98% 27
2022
Q2 		$1.08M Buy
+13,484
New +$1.11M 0.84% 22
2021
Q3 		$740K Buy
76,888
+61,422
+397% +$4.68M 0.49% 44
2021
Q2 		$1.14M Buy
+15,466
New +$1.19M 0.69% 28
2020
Q4 		$979K Sell
13,023
-1,730
-12% -$137K 0.81% 32
2020
Q3 		$1.2M Hold
14,753
– – 1.1% 26
2020
Q2 		$1.2M Buy
14,753
+2,824
+24% +$226K 1.1% 26
2020
Q1 		$891K Sell
11,929
-66,374
-85% -$5.42M 0.82% 31
2019
Q4 		$787K Buy
+78,303
New +$6.4M 0.68% 33

Other funds holding D

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Oak Grove Capital
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Wealth Quarterback's D Position: Q3 2026 in Review

Wealth Quarterback reduced its Dominion Energy (D) stake by 3% in Q3 2026, selling an estimated $15K and leaving 7,301 shares worth $442K. The position accounts for 0.13% of the portfolio, ranked #101.

Wealth Quarterback first reported a position in D in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.2M in Q3 2020. 404 funds tracked by Wall St. Rank hold D as of Q3 2026.

  • Wealth Quarterback held 7,301 shares of Dominion Energy worth $442K as of Q3 2026.
  • Wealth Quarterback sold 224 Dominion Energy shares in Q3 2026, an estimated $15K.
  • Dominion Energy made up 0.13% of Wealth Quarterback's portfolio in Q3 2026, its #101 holding.
  • Wealth Quarterback first reported a position in Dominion Energy in Q4 2019 and has held it in 25 quarters since.
  • Wealth Quarterback's Dominion Energy position peaked at $1.2M in Q3 2020.
  • 404 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Wealth Quarterback's 13F filing for Q3 2026, filed 20 Oct 2026.