WAP
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Wealthcare Advisory Partners’s Dominion Energy D Stock Holding History

Wealthcare Advisory Partners’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 		$852K Sell
12,481
-7,003
-36% -$455K 0.02% 558
2026
Q1 		$1.2M Buy
19,484
+7,019
+56% +$434K 0.02% 472
2025
Q4 		$730K Sell
12,465
-4,023
-24% -$242K 0.01% 588
2025
Q3 		$1.01M Buy
16,488
+106
+0.6% +$6.3K 0.02% 499
2025
Q2 		$926K Buy
16,382
+1,003
+7% +$55K 0.02% 499
2025
Q1 		$862K Sell
15,379
-128
-0.8% -$7.04K 0.02% 472
2024
Q4 		$835K Buy
15,507
+7,072
+84% +$403K 0.02% 463
2024
Q3 		$487K Buy
8,435
+32
+0.4% +$1.75K 0.01% 575
2024
Q2 		$412K Sell
8,403
-6,079
-42% -$310K 0.01% 577
2024
Q1 		$712K Buy
14,482
+55
+0.4% +$2.57K 0.02% 471
2023
Q4 		$678K Sell
14,427
-1,389
-9% -$62K 0.03% 417
2023
Q3 		$706K Sell
15,816
-1,399
-8% -$69.5K 0.03% 351
2023
Q2 		$892K Sell
17,215
-142
-0.8% -$7.72K 0.04% 311
2023
Q1 		$970K Buy
17,357
+92
+0.5% +$5.38K 0.04% 298
2022
Q4 		$1.06M Buy
17,265
+461
+3% +$29K 0.05% 265
2022
Q3 		$1.16M Buy
16,804
+806
+5% +$65.1K 0.07% 216
2022
Q2 		$1.28M Buy
15,998
+1,703
+12% +$141K 0.08% 171
2022
Q1 		$1.22M Sell
14,295
-261
-2% -$21K 0.07% 159
2021
Q4 		$1.14M Sell
14,556
-791
-5% -$59.5K 0.07% 182
2021
Q3 		$1.12M Buy
15,347
+657
+4% +$50.1K 0.07% 175
2021
Q2 		$1.08M Sell
14,690
-385
-3% -$29.7K 0.07% 187
2021
Q1 		$1.15M Sell
15,075
-1,626
-10% -$118K 0.08% 158
2020
Q4 		$1.26M Buy
16,701
+2,175
+15% +$173K 0.11% 115
2020
Q3 		$1.15M Buy
14,526
+1,328
+10% +$104K 0.13% 108
2020
Q2 		$1.07M Buy
13,198
+1,620
+14% +$130K 0.13% 96
2020
Q1 		$836K Sell
11,578
-1,151
-9% -$94K 0.12% 107
2019
Q4 		$1.05M Buy
12,729
+463
+4% +$37.8K 0.13% 98
2019
Q3 		$994K Buy
12,266
+770
+7% +$59.6K 0.14% 86
2019
Q2 		$889K Buy
11,496
+302
+3% +$23K 0.14% 91
2019
Q1 		$858K Sell
11,194
-63
-0.6% -$4.6K 0.15% 87
2018
Q4 		$804K Buy
11,257
+54
+0.5% +$3.95K 0.16% 84
2018
Q3 		$787K Buy
11,203
+125
+1% +$8.85K 0.14% 89
2018
Q2 		$755K Sell
11,078
-115
-1% -$7.49K 0.15% 88
2018
Q1 		$755K Sell
11,193
-1,031
-8% -$76.1K 0.17% 80
2017
Q4 		$991K Buy
12,224
+756
+7% +$61.2K 0.25% 52
2017
Q3 		$882K Buy
+11,468
New +$892K 0.26% 50

Other funds holding D

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
DC
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wealthcare Advisory Partners's D Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Dominion Energy (D) stake by 36% in Q2 2026, selling an estimated $455K and leaving 12,481 shares worth $852K. The position accounts for 0.02% of the portfolio, ranked #558.

Wealthcare Advisory Partners first reported a position in D in Q3 2017 and has held it in 36 quarters since. The position peaked at $1.28M in Q2 2022. 353 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Wealthcare Advisory Partners held 12,481 shares of Dominion Energy worth $852K as of Q2 2026.
  • Wealthcare Advisory Partners sold 7,003 Dominion Energy shares in Q2 2026, an estimated $455K.
  • Dominion Energy made up 0.02% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #558 holding.
  • Wealthcare Advisory Partners first reported a position in Dominion Energy in Q3 2017 and has held it in 36 quarters since.
  • Wealthcare Advisory Partners's Dominion Energy position peaked at $1.28M in Q2 2022.
  • 353 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.