Wilkerson Advisory Group’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
Q2
$27.1K Buy
397
+48
+14% +$3.12K 0.01% 291
2026
Q1
$21.6K Buy
349
+184
+112% +$11.4K 0.01% 291
2025
Q4
$9.67K Buy
+165
New +$9.94K ﹤0.01% 334

Other funds holding D

Wilkerson Advisory Group's D Position: Q2 2026 in Review

Wilkerson Advisory Group increased its Dominion Energy (D) stake by 14% in Q2 2026, buying an estimated $3.12K and bringing the position to 397 shares worth $27.1K. The position accounts for 0.01% of the portfolio, ranked #291.

Wilkerson Advisory Group first reported a position in D in Q4 2025 and has held it in 3 quarters since. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Wilkerson Advisory Group held 397 shares of Dominion Energy worth $27.1K as of Q2 2026.
  • Wilkerson Advisory Group bought 48 Dominion Energy shares in Q2 2026, an estimated $3.12K.
  • Dominion Energy made up 0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #291 holding.
  • Wilkerson Advisory Group first reported a position in Dominion Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.