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Wedmont Private Capital’s Dominion Energy D Stock Holding History

Wedmont Private Capital’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 		$899K Buy
14,557
+2,636
+22% +$177K 0.02% 423
2026
Q2 		$835K Buy
11,921
+460
+4% +$29.9K 0.02% 395
2026
Q1 		$724K Sell
11,461
-51
-0.4% -$3.15K 0.02% 390
2025
Q4 		$657K Buy
11,512
+621
+6% +$37.4K 0.02% 385
2025
Q3 		$663K Buy
10,891
+2,454
+29% +$146K 0.02% 372
2025
Q2 		$482K Buy
8,437
+2,660
+46% +$146K 0.02% 439
2025
Q1 		$305K Sell
5,777
-430
-7% -$23.7K 0.02% 517
2024
Q4 		$331K Buy
6,207
+461
+8% +$26.3K 0.02% 507
2024
Q3 		$328K Buy
5,746
+420
+8% +$22.9K 0.02% 493
2024
Q2 		$277K Buy
5,326
+504
+10% +$25.7K 0.02% 522
2024
Q1 		$239K Buy
4,822
+596
+14% +$27.8K 0.02% 512
2023
Q4 		$207K Buy
+4,226
New +$189K 0.02% 527
2023
Q3 		– Sell
-5,125
Closed -$270K – 511
2023
Q2 		$270K Sell
5,125
-1,025
-17% -$55.7K 0.03% 405
2023
Q1 		$356K Sell
6,150
-312
-5% -$18.3K 0.05% 292
2022
Q4 		$400K Buy
6,462
+356
+6% +$22.4K 0.06% 261
2022
Q3 		$422K Buy
6,106
+3,121
+105% +$252K 0.08% 185
2022
Q2 		$238K Buy
+2,985
New +$246K 0.05% 283

Other funds holding D

OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Wedmont Private Capital's D Position: Q3 2026 in Review

Wedmont Private Capital increased its Dominion Energy (D) stake by 22% in Q3 2026, buying an estimated $177K and bringing the position to 14,557 shares worth $899K. The position accounts for 0.02% of the portfolio, ranked #423.

Wedmont Private Capital first reported a position in D in Q2 2022 and has held it in 17 quarters since. 78 funds tracked by Wall St. Rank hold D as of Q3 2026.

  • Wedmont Private Capital held 14,557 shares of Dominion Energy worth $899K as of Q3 2026.
  • Wedmont Private Capital bought 2,636 Dominion Energy shares in Q3 2026, an estimated $177K.
  • Dominion Energy made up 0.02% of Wedmont Private Capital's portfolio in Q3 2026, its #423 holding.
  • Wedmont Private Capital first reported a position in Dominion Energy in Q2 2022 and has held it in 17 quarters since.
  • 78 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.