World Equity Group’s Dominion Energy D Stock Holding History

World Equity Group’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	$544K	Buy	+7,961	New	+$518K	0.12%	200
2023 Q3	–	Sell	-9,928	Closed	-$514K	–	339
2023 Q2	$514K	Sell	9,928 -29,008	-75%	-$1.58M	0.15%	177
2023 Q1	$676K	Buy	38,936 +27,796	+250%	+$1.63M	0.1%	217
2022 Q4	$683K	Sell	11,140 -11,175	-50%	-$702K	0.16%	144
2022 Q3	$1.54M	Sell	22,315 -126	-0.6%	-$10.2K	0.39%	68
2022 Q2	$1.79M	Buy	22,441 +326	+1%	+$26.9K	0.45%	61
2022 Q1	$1.88M	Buy	+22,115	New	+$1.78M	0.41%	65

Other funds holding D

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

World Equity Group's D Position: Q2 2026 in Review

World Equity Group opened a new position in Dominion Energy (D) in Q2 2026: 7,961 shares worth $544K. The stake represents 0.12% of the portfolio and ranks #200 among its holdings. This is a return to the name: World Equity Group previously reported a position in D as recently as Q2 2023.

World Equity Group first reported a position in D in Q1 2022 and has held it in 7 quarters since. The position peaked at $1.88M in Q1 2022. 329 funds tracked by Wall St. Rank hold D as of Q2 2026.

World Equity Group held 7,961 shares of Dominion Energy worth $544K as of Q2 2026.
Dominion Energy was a new World Equity Group position in Q2 2026.
Dominion Energy made up 0.12% of World Equity Group's portfolio in Q2 2026, its #200 holding.
World Equity Group first reported a position in Dominion Energy in Q1 2022 and has held it in 7 quarters since.
World Equity Group's Dominion Energy position peaked at $1.88M in Q1 2022.
329 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.