Advisornet Financial’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
Q1 | $240K | Sell |
3,878
-239
| -6% | -$14.8K | 0.01% | 560 |
|
|
2025
Q4 | $241K | Sell |
4,117
-870
| -17% | -$52.4K | 0.01% | 557 |
|
|
2025
Q3 | $305K | Buy |
4,987
+229
| +5% | +$13.6K | 0.02% | 489 |
|
|
2025
Q2 | $269K | Buy |
4,758
+25
| +0.5% | +$1.37K | 0.02% | 502 |
|
|
2025
Q1 | $265K | Buy |
4,733
+490
| +12% | +$27K | 0.02% | 484 |
|
|
2024
Q4 | $229K | Sell |
4,243
-120
| -3% | -$6.85K | 0.02% | 479 |
|
|
2024
Q3 | $252K | Buy |
4,363
+637
| +17% | +$34.8K | 0.02% | 477 |
|
|
2024
Q2 | $183K | Sell |
3,726
-266
| -7% | -$13.6K | 0.02% | 497 |
|
|
2024
Q1 | $196K | Buy |
3,992
+819
| +26% | +$38.3K | 0.02% | 476 |
|
|
2023
Q4 | $149K | Sell |
3,173
-126
| -4% | -$5.62K | 0.01% | 531 |
|
|
2023
Q3 | $147K | Sell |
3,299
-5,148
| -61% | -$256K | 0.01% | 514 |
|
|
2023
Q2 | $437K | Buy |
8,447
+144
| +2% | +$7.83K | 0.04% | 327 |
|
|
2023
Q1 | $464K | Buy |
8,303
+108
| +1% | +$6.32K | 0.04% | 309 |
|
|
2022
Q4 | $503K | Buy |
8,195
+143
| +2% | +$8.98K | 0.05% | 297 |
|
|
2022
Q3 | $556K | Buy |
8,052
+192
| +2% | +$15.5K | 0.06% | 294 |
|
|
2022
Q2 | $627K | Buy |
7,860
+116
| +1% | +$9.58K | 0.06% | 273 |
|
|
2022
Q1 | $658K | Sell |
7,744
-48
| -0.6% | -$3.85K | 0.04% | 322 |
|
|
2021
Q4 | $612K | Sell |
7,792
-74
| -0.9% | -$5.57K | 0.04% | 357 |
|
|
2021
Q3 | $574K | Buy |
7,866
+662
| +9% | +$50.5K | 0.04% | 342 |
|
|
2021
Q2 | $530K | Sell |
7,204
-585
| -8% | -$45.2K | 0.04% | 373 |
|
|
2021
Q1 | $592K | Buy |
7,789
+47
| +0.6% | +$3.41K | 0.04% | 338 |
|
|
2020
Q4 | $582K | Sell |
7,742
-360
| -4% | -$28.6K | 0.05% | 313 |
|
|
2020
Q3 | $639K | Sell |
8,102
-21,617
| -73% | -$1.7M | 0.05% | 299 |
|
|
2020
Q2 | $2.41M | Sell |
29,719
-356
| -1% | -$28.6K | 0.19% | 116 |
|
|
2020
Q1 | $2.17M | Sell |
30,075
-855
| -3% | -$69.8K | 0.2% | 109 |
|
|
2019
Q4 | $2.56M | Buy |
30,930
+411
| +1% | +$33.6K | 0.22% | 103 |
|
|
2019
Q3 | $2.47M | Buy |
30,519
+23,153
| +314% | +$1.79M | 0.23% | 104 |
|
|
2019
Q2 | $570K | Sell |
7,366
-24
| -0.3% | -$1.83K | 0.06% | 286 |
|
|
2019
Q1 | $567K | Buy |
7,390
+1,000
| +16% | +$73K | 0.07% | 262 |
|
|
2018
Q4 | $457K | Buy |
6,390
+2,343
| +58% | +$171K | 0.06% | 259 |
|
|
2018
Q3 | $284K | Buy |
4,047
+3,272
| +422% | +$232K | 0.04% | 357 |
|
|
2018
Q2 | $53K | Buy |
775
+405
| +109% | +$26.4K | 0.01% | 679 |
|
|
2018
Q1 | $25K | Buy |
370
+200
| +118% | +$14.8K | ﹤0.01% | 877 |
|
|
2017
Q4 | $14K | Buy |
+170
| New | +$13.8K | ﹤0.01% | 936 |
|
Other funds holding D
VCM
VPM
Advisornet Financial's D Position: Q1 2026 in Review
Advisornet Financial reduced its Dominion Energy (D) stake by 5.8% in Q1 2026, selling an estimated $14.8K and leaving 3,878 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #560.
Advisornet Financial first reported a position in D in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.56M in Q4 2019. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.
- Advisornet Financial held 3,878 shares of Dominion Energy worth $240K as of Q1 2026.
- Advisornet Financial sold 239 Dominion Energy shares in Q1 2026, an estimated $14.8K.
- Dominion Energy made up 0.01% of Advisornet Financial's portfolio in Q1 2026, its #560 holding.
- Advisornet Financial first reported a position in Dominion Energy in Q4 2017 and has held it in 34 quarters since.
- Advisornet Financial's Dominion Energy position peaked at $2.56M in Q4 2019.
- 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.
Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.