1834 Investment Advisors’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 | $766K | Sell |
11,219
-14,288
| -56% | -$929K | 0.09% | 138 |
|
|
2026
Q1 | $1.58M | Sell |
25,507
-57,622
| -69% | -$3.56M | 0.2% | 91 |
|
|
2025
Q4 | $4.87M | Sell |
83,129
-27,477
| -25% | -$1.66M | 0.61% | 47 |
|
|
2025
Q3 | $6.77M | Sell |
110,606
-827
| -0.7% | -$49.2K | 0.83% | 34 |
|
|
2025
Q2 | $6.3M | Sell |
111,433
-456
| -0.4% | -$25K | 0.8% | 38 |
|
|
2025
Q1 | $6.27M | Buy |
111,889
+1,026
| +0.9% | +$56.4K | 0.81% | 38 |
|
|
2024
Q4 | $5.97M | Sell |
110,863
-7,361
| -6% | -$420K | 0.76% | 40 |
|
|
2024
Q3 | $6.83M | Buy |
118,224
+2,772
| +2% | +$151K | 0.8% | 36 |
|
|
2024
Q2 | $5.66M | Buy |
115,452
+13,450
| +13% | +$685K | 0.68% | 46 |
|
|
2024
Q1 | $5.02M | Buy |
102,002
+7,052
| +7% | +$329K | 0.6% | 55 |
|
|
2023
Q4 | $4.46M | Sell |
94,950
-11,650
| -11% | -$520K | 0.53% | 56 |
|
|
2023
Q3 | $4.76M | Sell |
106,600
-271
| -0.3% | -$13.5K | 0.59% | 49 |
|
|
2023
Q2 | $5.53M | Buy |
106,871
+2,309
| +2% | +$126K | 0.66% | 44 |
|
|
2023
Q1 | $5.85M | Buy |
104,562
+13,290
| +15% | +$778K | 0.7% | 43 |
|
|
2022
Q4 | $5.6M | Buy |
91,272
+82,906
| +991% | +$5.21M | 0.8% | 40 |
|
|
2022
Q3 | $578K | Sell |
8,366
-6,109
| -42% | -$493K | 0.09% | 117 |
|
|
2022
Q2 | $1.16M | Sell |
14,475
-109
| -0.7% | -$9K | 0.16% | 89 |
|
|
2022
Q1 | $1.24M | Buy |
14,584
+6,958
| +91% | +$559K | 0.15% | 95 |
|
|
2021
Q4 | $599K | Buy |
7,626
+827
| +12% | +$62.2K | 0.07% | 127 |
|
|
2021
Q3 | $496K | Buy |
6,799
+770
| +13% | +$58.7K | 0.06% | 134 |
|
|
2021
Q2 | $444K | Buy |
6,029
+168
| +3% | +$13K | 0.05% | 137 |
|
|
2021
Q1 | $445K | Buy |
5,861
+3,208
| +121% | +$233K | 0.06% | 136 |
|
|
2020
Q4 | $200K | Buy |
2,653
+549
| +26% | +$43.6K | 0.03% | 192 |
|
|
2020
Q3 | $166K | Buy |
2,104
+50
| +2% | +$3.93K | 0.02% | 195 |
|
|
2020
Q2 | $167K | Sell |
2,054
-460
| -18% | -$36.9K | 0.03% | 188 |
|
|
2020
Q1 | $181K | Buy |
2,514
+1,022
| +68% | +$83.5K | 0.03% | 181 |
|
|
2019
Q4 | $124K | Buy |
1,492
+451
| +43% | +$36.9K | 0.02% | 226 |
|
|
2019
Q3 | $84K | Buy |
1,041
+29
| +3% | +$2.24K | 0.01% | 246 |
|
|
2019
Q2 | $78K | Buy |
1,012
+412
| +69% | +$31.4K | 0.01% | 249 |
|
|
2019
Q1 | $46K | Hold |
600
| – | – | 0.01% | 278 |
|
|
2018
Q4 | $43K | Hold |
600
| – | – | 0.01% | 276 |
|
|
2018
Q3 | $42K | Sell |
600
-998
| -62% | -$70.7K | 0.01% | 288 |
|
|
2018
Q2 | $109K | Hold |
1,598
| – | – | 0.02% | 216 |
|
|
2018
Q1 | $108K | Hold |
1,598
| – | – | 0.02% | 210 |
|
|
2017
Q4 | $130K | Buy |
+1,598
| New | +$129K | 0.02% | 214 |
|
Other funds holding D
COPPSERS
MMA
SLAM
SO
FAF
P
1834 Investment Advisors's D Position: Q2 2026 in Review
1834 Investment Advisors reduced its Dominion Energy (D) stake by 56% in Q2 2026, selling an estimated $929K and leaving 11,219 shares worth $766K. The position accounts for 0.09% of the portfolio, ranked #138.
1834 Investment Advisors first reported a position in D in Q4 2017 and has held it in 35 quarters since. The position peaked at $6.83M in Q3 2024. 684 funds tracked by Wall St. Rank hold D as of Q2 2026.
- 1834 Investment Advisors held 11,219 shares of Dominion Energy worth $766K as of Q2 2026.
- 1834 Investment Advisors sold 14,288 Dominion Energy shares in Q2 2026, an estimated $929K.
- Dominion Energy made up 0.09% of 1834 Investment Advisors's portfolio in Q2 2026, its #138 holding.
- 1834 Investment Advisors first reported a position in Dominion Energy in Q4 2017 and has held it in 35 quarters since.
- 1834 Investment Advisors's Dominion Energy position peaked at $6.83M in Q3 2024.
- 684 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.
Based on 1834 Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.