West Paces Advisors’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $56.2K | Buy |
929
+653
| +237% | +$43.9K | 0.01% | 276 |
|
|
2026
Q2 | $18.8K | Buy |
+276
| New | +$17.9K | ﹤0.01% | 347 |
|
|
2025
Q2 | – | Sell |
-197
| Closed | -$11K | – | 295 |
|
|
2025
Q1 | $11K | Hold |
197
| – | – | ﹤0.01% | 339 |
|
|
2024
Q4 | $10.6K | Sell |
197
-16
| -8% | -$913 | ﹤0.01% | 346 |
|
|
2024
Q3 | $12.3K | Hold |
213
| – | – | ﹤0.01% | 333 |
|
|
2024
Q2 | $10.4K | Hold |
213
| – | – | ﹤0.01% | 348 |
|
|
2024
Q1 | $10.5K | Hold |
213
| – | – | ﹤0.01% | 356 |
|
|
2023
Q4 | $10K | Buy |
213
+16
| +8% | +$714 | ﹤0.01% | 363 |
|
|
2023
Q3 | $8.8K | Hold |
197
| – | – | ﹤0.01% | 358 |
|
|
2023
Q2 | $10.2K | Sell |
197
-200
| -50% | -$10.9K | ﹤0.01% | 364 |
|
|
2023
Q1 | $22.2K | Sell |
397
-1,085
| -73% | -$63.5K | 0.01% | 297 |
|
|
2022
Q4 | $90.9K | Sell |
1,482
-415
| -22% | -$26.1K | 0.03% | 178 |
|
|
2022
Q3 | $131K | Sell |
1,897
-124
| -6% | -$10K | 0.05% | 143 |
|
|
2022
Q2 | $161K | Hold |
2,021
| – | – | 0.05% | 134 |
|
|
2022
Q1 | $172K | Sell |
2,021
-536
| -21% | -$43K | 0.05% | 135 |
|
|
2021
Q4 | $201K | Buy |
2,557
+1,880
| +278% | +$141K | 0.06% | 119 |
|
|
2021
Q3 | $49.4K | Sell |
677
-32
| -5% | -$2.44K | 0.02% | 211 |
|
|
2021
Q2 | $52.2K | Buy |
709
+32
| +5% | +$2.47K | 0.02% | 196 |
|
|
2021
Q1 | $51.4K | Buy |
677
+348
| +106% | +$25.3K | 0.02% | 185 |
|
|
2020
Q4 | $24.7K | Hold |
329
| – | – | 0.01% | 234 |
|
|
2020
Q3 | $26K | Hold |
329
| – | – | 0.01% | 221 |
|
|
2020
Q2 | $26.7K | Hold |
329
| – | – | 0.01% | 227 |
|
|
2020
Q1 | $23.8K | Sell |
329
-67
| -17% | -$5.47K | 0.02% | 226 |
|
|
2019
Q4 | $32.8K | Sell |
396
-4
| -1% | -$327 | 0.02% | 230 |
|
|
2019
Q3 | $32.4K | Buy |
400
+4
| +1% | +$309 | 0.02% | 214 |
|
|
2019
Q2 | $30.6K | Hold |
396
| – | – | 0.02% | 208 |
|
|
2019
Q1 | $30.4K | Hold |
396
| – | – | 0.02% | 209 |
|
|
2018
Q4 | $28.3K | Hold |
396
| – | – | 0.02% | 215 |
|
|
2018
Q3 | $27.8K | Hold |
396
| – | – | 0.02% | 226 |
|
|
2018
Q2 | $27K | Hold |
396
| – | – | 0.02% | 227 |
|
|
2018
Q1 | $26.7K | Hold |
396
| – | – | 0.02% | 221 |
|
|
2017
Q4 | $32.1K | Hold |
396
| – | – | 0.02% | 223 |
|
|
2017
Q3 | $30.5K | Hold |
396
| – | – | 0.02% | 225 |
|
|
2017
Q2 | $30.3K | Sell |
396
-88
| -18% | -$6.92K | 0.02% | 223 |
|
|
2017
Q1 | $37.5K | Sell |
484
-7
| -1% | -$530 | 0.03% | 190 |
|
|
2016
Q4 | $37.6K | Buy |
+491
| New | +$36.2K | 0.04% | 197 |
|
Other funds holding D
West Paces Advisors's D Position: Q3 2026 in Review
West Paces Advisors increased its Dominion Energy (D) stake by 237% in Q3 2026, buying an estimated $43.9K and bringing the position to 929 shares worth $56.2K. The position accounts for 0.01% of the portfolio, ranked #276.
West Paces Advisors first reported a position in D in Q4 2016 and has held it in 36 quarters since. The position peaked at $201K in Q4 2021. 808 funds tracked by Wall St. Rank hold D as of Q3 2026.
- West Paces Advisors held 929 shares of Dominion Energy worth $56.2K as of Q3 2026.
- West Paces Advisors bought 653 Dominion Energy shares in Q3 2026, an estimated $43.9K.
- Dominion Energy made up 0.01% of West Paces Advisors's portfolio in Q3 2026, its #276 holding.
- West Paces Advisors first reported a position in Dominion Energy in Q4 2016 and has held it in 36 quarters since.
- West Paces Advisors's Dominion Energy position peaked at $201K in Q4 2021.
- 808 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.
Based on West Paces Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.