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 Q3	$229K	Sell	3,781 -4,180	-53%	-$281K	0.09%	217
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

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Kanawha Capital Management Richmond, Virginia $1.56B AUM 15.07% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

World Equity Group's D Position: Q3 2026 in Review

World Equity Group reduced its Dominion Energy (D) stake by 53% in Q3 2026, selling an estimated $281K and leaving 3,781 shares worth $229K. The position accounts for 0.09% of the portfolio, ranked #217.

World Equity Group first reported a position in D in Q1 2022 and has held it in 8 quarters since. The position peaked at $1.88M in Q1 2022. 327 funds tracked by Wall St. Rank hold D as of Q3 2026.

World Equity Group held 3,781 shares of Dominion Energy worth $229K as of Q3 2026.
World Equity Group sold 4,180 Dominion Energy shares in Q3 2026, an estimated $281K.
Dominion Energy made up 0.09% of World Equity Group's portfolio in Q3 2026, its #217 holding.
World Equity Group first reported a position in Dominion Energy in Q1 2022 and has held it in 8 quarters since.
World Equity Group's Dominion Energy position peaked at $1.88M in Q1 2022.
327 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.