GW HENSSLER & ASSOCIATES LTD D — DOMINION ENERGY INC

Ownership history in GW HENSSLER & ASSOCIATES LTD  ·  33 quarters on record

AI Ownership Summary

GW HENSSLER & ASSOCIATES LTD reported DOMINION ENERGY INC (D) in 33 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.77% in 2025 Q1. The latest visible filing shows D at 0.95% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this D ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GW HENSSLER & ASSOCIATES LTD's position in DOMINION ENERGY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

D was reported at 0.95% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.77% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

D stock page GW HENSSLER & ASSOCIATES LTD fund profile GW HENSSLER & ASSOCIATES LTD full holdings
How GW HENSSLER & ASSOCIATES LTD held D — position size vs. price
% of Fund (quarterly)    D price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 336,916 -7,270 -2.1% 0.95% $19.7M 2026-01-23 $58.97
2025 Q2 REDUCED 35.1% +9.0% ❌ 344,186 -186,228 -35.1% 1.04% $19.5M 2025-07-25 $56.83
2025 Q1 REDUCED — — — 530,414 -2,451 -0.5% 1.77% $30.7M 2025-05-14 $51.61
2024 Q4 REDUCED — — — 532,865 -6,634 -1.2% 1.77% $30.8M 2025-01-24 $50.51
2024 Q3 ADDED — — — 539,499 +13,487 +2.6% 1.76% $31.2M 2024-10-25 $55.64
2024 Q2 ADDED — — — 526,012 +12,968 +2.5% 1.55% $25.8M 2024-08-01 $51.16
2024 Q1 ADDED — — — 513,044 +164,516 +47.2% 1.48% $25.2M 2024-05-07 $47.49
2023 Q4 REDUCED 22.9% +6.1% ❌ 348,528 -103,760 -22.9% 1.08% $16.4M 2024-01-26 $40.94
25 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding D

As of 2026 Q1 — sorted by position size

MFG WEALTH MANAGEMENT, INC. 2.47% GODSEY & GIBB, INC 3Y 7Y 2.11% Robbins Farley 3Y 2.08% TrueMark Investments, LLC 1.7% Gilman Hill Asset Management, LLC 3Y 7Y 1.56% Point Windward Advisors Inc. 3Y 7Y 1.24% ADVOCATE GROUP LLC 3Y 1.2% Bill Few Associates, Inc. 3Y 1.1% TOTH FINANCIAL ADVISORY CORP 3Y 7Y 1.08% Vanguard Capital Wealth Advisors 3Y 7Y 0.85%

FAQ About GW HENSSLER & ASSOCIATES LTD and D

These are the practical questions this page is built to answer before you even open the full history table.

How long has GW HENSSLER & ASSOCIATES LTD reported owning D?

GW HENSSLER & ASSOCIATES LTD reported D across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported D position in GW HENSSLER & ASSOCIATES LTD's portfolio?

The largest reported portfolio weight for D was 1.77% in 2025 Q1.

What is the latest reported D position on this page?

The most recent filing on this page is 2025 Q4, when GW HENSSLER & ASSOCIATES LTD reported 336,916 shares, equal to 0.95% of portfolio, with an estimated market value of $19.7M.

What does the chart on this D ownership page compare?

The chart compares GW HENSSLER & ASSOCIATES LTD's quarterly D portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GW HENSSLER & ASSOCIATES LTD time their D position?

Based on 13F filing dates vs. subsequent D price moves, GW HENSSLER & ASSOCIATES LTD correctly timed 12 out of 32 reported position changes (38%). The annualised alpha on D relative to SPY over the holding period was -12.5%.

← Back to GW HENSSLER & ASSOCIATES LTD Holdings