Advisor OS’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
$400K Sell
5,863
-53
-0.9% -$3.45K 0.03% 370
2026
Q1
$366K Buy
5,916
+958
+19% +$59.2K 0.03% 381
2025
Q4
$291K Buy
4,958
+487
+11% +$29.3K 0.02% 390
2025
Q3
$273K Buy
4,471
+518
+13% +$30.8K 0.02% 387
2025
Q2
$223K Buy
+3,953
New +$217K 0.02% 410

Other funds holding D

Advisor OS's D Position: Q2 2026 in Review

Advisor OS reduced its Dominion Energy (D) stake by 0.9% in Q2 2026, selling an estimated $3.45K and leaving 5,863 shares worth $400K. The position accounts for 0.03% of the portfolio, ranked #370.

Advisor OS first reported a position in D in Q2 2025 and has held it in 5 quarters since. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Advisor OS held 5,863 shares of Dominion Energy worth $400K as of Q2 2026.
  • Advisor OS sold 53 Dominion Energy shares in Q2 2026, an estimated $3.45K.
  • Dominion Energy made up 0.03% of Advisor OS's portfolio in Q2 2026, its #370 holding.
  • Advisor OS first reported a position in Dominion Energy in Q2 2025 and has held it in 5 quarters since.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.