Winch Advisory Services’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 | $15.3K | Buy |
224
+1
| +0.4% | +$65 | ﹤0.01% | 291 |
|
|
2026
Q1 | $13.8K | Buy |
223
+2
| +0.9% | +$124 | ﹤0.01% | 286 |
|
|
2025
Q4 | $13K | Buy |
221
+2
| +0.9% | +$120 | ﹤0.01% | 288 |
|
|
2025
Q3 | $13.4K | Buy |
219
+1
| +0.5% | +$59 | ﹤0.01% | 276 |
|
|
2025
Q2 | $12.3K | Buy |
218
+2
| +0.9% | +$110 | ﹤0.01% | 278 |
|
|
2025
Q1 | $12.1K | Buy |
216
+1
| +0.5% | +$55 | ﹤0.01% | 266 |
|
|
2024
Q4 | $11.6K | Buy |
215
+2
| +0.9% | +$114 | ﹤0.01% | 282 |
|
|
2024
Q3 | $12.3K | Buy |
213
+1
| +0.5% | +$55 | ﹤0.01% | 249 |
|
|
2024
Q2 | $10.4K | Buy |
212
+2
| +1% | +$102 | ﹤0.01% | 259 |
|
|
2024
Q1 | $10.3K | Buy |
210
+2
| +1% | +$93 | ﹤0.01% | 256 |
|
|
2023
Q4 | $9.78K | Buy |
208
+2
| +1% | +$89 | ﹤0.01% | 261 |
|
|
2023
Q3 | $9K | Buy |
206
+1
| +0.5% | +$50 | ﹤0.01% | 257 |
|
|
2023
Q2 | $11K | Buy |
205
+2
| +1% | +$109 | ﹤0.01% | 243 |
|
|
2023
Q1 | $11K | Buy |
203
+1
| +0.5% | +$59 | ﹤0.01% | 239 |
|
|
2022
Q4 | $12K | Buy |
202
+3
| +2% | +$188 | 0.01% | 221 |
|
|
2022
Q3 | $14K | Buy |
199
+1
| +0.5% | +$81 | 0.01% | 198 |
|
|
2022
Q2 | $16K | Buy |
198
+1
| +0.5% | +$83 | 0.01% | 194 |
|
|
2022
Q1 | $17K | Buy |
197
+2
| +1% | +$161 | 0.01% | 211 |
|
|
2021
Q4 | $15K | Buy |
195
+2
| +1% | +$150 | 0.01% | 237 |
|
|
2021
Q3 | $14K | Buy |
193
+79
| +69% | +$6.02K | ﹤0.01% | 241 |
|
|
2021
Q2 | $8K | Buy |
114
+1
| +0.9% | +$77 | ﹤0.01% | 289 |
|
|
2021
Q1 | $9K | Buy |
113
+1
| +0.9% | +$73 | ﹤0.01% | 256 |
|
|
2020
Q4 | $8K | Sell |
112
-27
| -19% | -$2.15K | ﹤0.01% | 246 |
|
|
2020
Q3 | $11K | Buy |
139
+29
| +26% | +$2.28K | ﹤0.01% | 193 |
|
|
2020
Q2 | $9K | Buy |
110
+1
| +0.9% | +$80 | ﹤0.01% | 204 |
|
|
2020
Q1 | $8K | Buy |
109
+2
| +2% | +$163 | ﹤0.01% | 182 |
|
|
2019
Q4 | $9K | Buy |
107
+1
| +0.9% | +$82 | ﹤0.01% | 211 |
|
|
2019
Q3 | $9K | Buy |
106
+1
| +1% | +$77 | ﹤0.01% | 200 |
|
|
2019
Q2 | $8K | Buy |
105
+1
| +1% | +$76 | ﹤0.01% | 217 |
|
|
2019
Q1 | $8K | Buy |
104
+2
| +2% | +$146 | ﹤0.01% | 213 |
|
|
2018
Q4 | $7K | Buy |
102
+1
| +1% | +$73 | ﹤0.01% | 200 |
|
|
2018
Q3 | $7K | Buy |
101
+1
| +1% | +$71 | ﹤0.01% | 203 |
|
|
2018
Q2 | $7K | Buy |
+100
| New | +$6.51K | ﹤0.01% | 213 |
|
Other funds holding D
Winch Advisory Services's D Position: Q2 2026 in Review
Winch Advisory Services increased its Dominion Energy (D) stake by 0.45% in Q2 2026, buying an estimated $65 and bringing the position to 224 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #291.
Winch Advisory Services first reported a position in D in Q2 2018 and has held it in 33 quarters since. The position peaked at $17K in Q1 2022. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.
- Winch Advisory Services held 224 shares of Dominion Energy worth $15.3K as of Q2 2026.
- Winch Advisory Services bought 1 Dominion Energy share in Q2 2026, an estimated $65.
- Dominion Energy made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #291 holding.
- Winch Advisory Services first reported a position in Dominion Energy in Q2 2018 and has held it in 33 quarters since.
- Winch Advisory Services's Dominion Energy position peaked at $17K in Q1 2022.
- 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.
Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.