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Addison Advisors’s Dominion Energy D Stock Holding History

Addison Advisors’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 		$55.6K Sell
814
-346
-30% -$22.5K 0.03% 241
2026
Q1 		$71.7K Hold
1,160
– – 0.02% 368
2025
Q4 		$68K Hold
1,160
– – 0.02% 371
2025
Q3 		$71K Hold
1,160
– – 0.02% 357
2025
Q2 		$65.6K Hold
1,160
– – 0.02% 373
2025
Q1 		$65K Sell
1,160
-19
-2% -$1.04K 0.02% 352
2024
Q4 		$63.5K Sell
1,179
-31
-3% -$1.77K 0.02% 351
2024
Q3 		$69.9K Buy
1,210
+26
+2% +$1.42K 0.02% 347
2024
Q2 		$58K Sell
1,184
-5
-0.4% -$255 0.02% 353
2024
Q1 		$58.5K Sell
1,189
-25
-2% -$1.17K 0.02% 346
2023
Q4 		$57.1K Sell
1,214
-10
-0.8% -$446 0.02% 342
2023
Q3 		$54.7K Sell
1,224
-30
-2% -$1.49K 0.03% 313
2023
Q2 		$64.9K Hold
1,254
– – 0.03% 287
2023
Q1 		$70.1K Hold
1,254
– – 0.04% 261
2022
Q4 		$76.9K Sell
1,254
-11
-0.9% -$691 0.05% 245
2022
Q3 		$87K Hold
1,265
– – 0.05% 204
2022
Q2 		$101K Buy
1,265
+11
+0.9% +$908 0.06% 191
2022
Q1 		$107K Buy
1,254
+20
+2% +$1.61K 0.06% 201
2021
Q4 		$97K Buy
1,234
+80
+7% +$6.02K 0.06% 183
2021
Q3 		$84K Hold
1,154
– – 0.07% 144
2021
Q2 		$85K Buy
+1,154
New +$89.1K 0.07% 144
2020
Q4 		$87K Buy
+1,154
New +$91.7K 0.08% 138

Other funds holding D

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Addison Advisors's D Position: Q2 2026 in Review

Addison Advisors reduced its Dominion Energy (D) stake by 30% in Q2 2026, selling an estimated $22.5K and leaving 814 shares worth $55.6K. The position accounts for 0.03% of the portfolio, ranked #241.

Addison Advisors first reported a position in D in Q4 2020 and has held it in 22 quarters since. The position peaked at $107K in Q1 2022. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Addison Advisors held 814 shares of Dominion Energy worth $55.6K as of Q2 2026.
  • Addison Advisors sold 346 Dominion Energy shares in Q2 2026, an estimated $22.5K.
  • Dominion Energy made up 0.03% of Addison Advisors's portfolio in Q2 2026, its #241 holding.
  • Addison Advisors first reported a position in Dominion Energy in Q4 2020 and has held it in 22 quarters since.
  • Addison Advisors's Dominion Energy position peaked at $107K in Q1 2022.
  • 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.