ZWJ Investment Counsel’s Dominion Energy D Stock Holding History

ZWJ Investment Counsel’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	$381K	Buy	5,579 +779	+16%	+$50.7K	0.01%	190
2026 Q1	$297K	Sell	4,800 -22	-0.5%	-$1.36K	0.01%	175
2025 Q4	$283K	Sell	4,822 -75	-2%	-$4.52K	0.01%	179
2025 Q3	$300K	Buy	4,897 +97	+2%	+$5.77K	0.01%	174
2025 Q2	$271K	Sell	4,800 -1,514	-24%	-$83K	0.01%	181
2025 Q1	$354K	Buy	6,314 +14	+0.2%	+$770	0.01%	170
2024 Q4	$339K	Buy	6,300 +1,012	+19%	+$57.7K	0.01%	174
2024 Q3	$306K	Sell	5,288 -682	-11%	-$37.3K	0.01%	184
2024 Q2	$293K	Hold	5,970	–	–	0.01%	188
2024 Q1	$294K	Buy	5,970 +280	+5%	+$13.1K	0.01%	194
2023 Q4	$267K	Sell	5,690 -139	-2%	-$6.21K	0.01%	169
2023 Q3	$260K	Buy	5,829 +139	+2%	+$6.9K	0.01%	168
2023 Q2	$295K	Hold	5,690	–	–	0.02%	159
2023 Q1	$318K	Hold	5,690	–	–	0.02%	157
2022 Q4	$349K	Hold	5,690	–	–	0.02%	146
2022 Q3	$393K	Hold	5,690	–	–	0.02%	139
2022 Q2	$454K	Buy	5,690 +86	+2%	+$7.1K	0.03%	137
2022 Q1	$476K	Sell	5,604 -50	-0.9%	-$4.02K	0.03%	128
2021 Q4	$444K	Hold	5,654	–	–	0.02%	136
2021 Q3	$413K	Hold	5,654	–	–	0.02%	134
2021 Q2	$416K	Hold	5,654	–	–	0.02%	131
2021 Q1	$429K	Sell	5,654 -424	-7%	-$30.8K	0.03%	130
2020 Q4	$457K	Buy	6,078 +826	+16%	+$65.6K	0.03%	119
2020 Q3	$415K	Hold	5,252	–	–	0.03%	116
2020 Q2	$426K	Sell	5,252 -456	-8%	-$36.6K	0.04%	110
2020 Q1	$412K	Hold	5,708	–	–	0.04%	146
2019 Q4	$473K	Buy	5,708 +944	+20%	+$77.1K	0.03%	152
2019 Q3	$386K	Hold	4,764	–	–	0.03%	120
2019 Q2	$368K	Sell	4,764 -269	-5%	-$20.5K	0.03%	122
2019 Q1	$386K	Buy	5,033 +869	+21%	+$63.5K	0.03%	117
2018 Q4	$298K	Hold	4,164	–	–	0.03%	132
2018 Q3	$293K	Hold	4,164	–	–	0.02%	133
2018 Q2	$284K	Hold	4,164	–	–	0.02%	128
2018 Q1	$281K	Sell	4,164 -508	-11%	-$37.5K	0.03%	129
2017 Q4	$379K	Buy	4,672 +1,000	+27%	+$81K	0.03%	197
2017 Q3	$282K	Sell	3,672 -247	-6%	-$19.2K	0.02%	227
2017 Q2	$300K	Buy	3,919 +247	+7%	+$19.4K	0.02%	236
2017 Q1	$285K	Sell	3,672 -136	-4%	-$10.3K	0.02%	256
2016 Q4	$291K	Buy	3,808 +516	+16%	+$38K	0.03%	132
2016 Q3	$244K	Hold	3,292	–	–	0.02%	132
2016 Q2	$257K	Hold	3,292	–	–	0.03%	137
2016 Q1	$248K	Buy	3,292 +320	+11%	+$22.6K	0.03%	140
2015 Q4	$201K	Hold	2,972	–	–	0.02%	143
2015 Q3	$209K	Buy	+2,972	New	+$209K	0.02%	130
2015 Q2	–	Sell	-3,054	Closed	-$217K	–	147
2015 Q1	$217K	Buy	3,054 +204	+7%	+$15.1K	0.02%	137
2014 Q4	$219K	Buy	+2,850	New	+$206K	0.02%	137
2014 Q3	–	Sell	-2,850	Closed	-$204K	–	138
2014 Q2	$204K	Sell	2,850 -133	-4%	-$9.33K	0.02%	133
2014 Q1	$212K	Buy	+2,983	New	+$204K	0.02%	131

Other funds holding D

COPPSERS

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

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

ZWJ Investment Counsel's D Position: Q2 2026 in Review

ZWJ Investment Counsel increased its Dominion Energy (D) stake by 16% in Q2 2026, buying an estimated $50.7K and bringing the position to 5,579 shares worth $381K. The position accounts for 0.01% of the portfolio, ranked #190.

ZWJ Investment Counsel first reported a position in D in Q1 2014 and has held it in 48 quarters since. The position peaked at $476K in Q1 2022. 452 funds tracked by Wall St. Rank hold D as of Q2 2026.

ZWJ Investment Counsel held 5,579 shares of Dominion Energy worth $381K as of Q2 2026.
ZWJ Investment Counsel bought 779 Dominion Energy shares in Q2 2026, an estimated $50.7K.
Dominion Energy made up 0.01% of ZWJ Investment Counsel's portfolio in Q2 2026, its #190 holding.
ZWJ Investment Counsel first reported a position in Dominion Energy in Q1 2014 and has held it in 48 quarters since.
ZWJ Investment Counsel's Dominion Energy position peaked at $476K in Q1 2022.
452 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on ZWJ Investment Counsel's 13F filing for Q2 2026, filed 16 Jul 2026.