Allworth 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
Q2 | $2.05M | Sell |
30,038
-9,826
| -25% | -$639K | 0.01% | 523 |
|
|
2026
Q1 | $2.46M | Buy |
39,864
+10,380
| +35% | +$641K | 0.01% | 488 |
|
|
2025
Q4 | $1.73M | Sell |
29,484
-1,939
| -6% | -$117K | 0.01% | 551 |
|
|
2025
Q3 | $1.92M | Buy |
31,423
+2,807
| +10% | +$167K | 0.01% | 510 |
|
|
2025
Q2 | $1.62M | Buy |
28,616
+7,078
| +33% | +$388K | 0.01% | 534 |
|
|
2025
Q1 | $1.15M | Buy |
21,538
+309
| +1% | +$17K | 0.01% | 497 |
|
|
2024
Q4 | $1.12M | Buy |
21,229
+2,226
| +12% | +$127K | 0.01% | 510 |
|
|
2024
Q3 | $1.1M | Buy |
19,003
+1,041
| +6% | +$56.9K | 0.01% | 422 |
|
|
2024
Q2 | $923K | Buy |
17,962
+5,493
| +44% | +$280K | 0.01% | 441 |
|
|
2024
Q1 | $613K | Sell |
12,469
-855
| -6% | -$39.9K | ﹤0.01% | 503 |
|
|
2023
Q4 | $626K | Buy |
13,324
+4,957
| +59% | +$221K | ﹤0.01% | 472 |
|
|
2023
Q3 | $374K | Buy |
8,367
+354
| +4% | +$17.6K | ﹤0.01% | 549 |
|
|
2023
Q2 | $415K | Sell |
8,013
-5,889
| -42% | -$320K | ﹤0.01% | 540 |
|
|
2023
Q1 | $777K | Buy |
13,902
+1,842
| +15% | +$108K | 0.01% | 385 |
|
|
2022
Q4 | $740K | Buy |
12,060
+4,462
| +59% | +$280K | 0.01% | 390 |
|
|
2022
Q3 | $525K | Sell |
7,598
-166
| -2% | -$13.4K | 0.01% | 414 |
|
|
2022
Q2 | $620K | Buy |
7,764
+2,360
| +44% | +$195K | 0.01% | 369 |
|
|
2022
Q1 | $459K | Buy |
5,404
+425
| +9% | +$34.1K | 0.01% | 408 |
|
|
2021
Q4 | $391K | Sell |
4,979
-249
| -5% | -$18.7K | 0.01% | 408 |
|
|
2021
Q3 | $382K | Buy |
5,228
+3,357
| +179% | +$256K | 0.01% | 362 |
|
|
2021
Q2 | $138K | Buy |
1,871
+2
| +0.1% | +$154 | ﹤0.01% | 426 |
|
|
2021
Q1 | $142K | Sell |
1,869
-75
| -4% | -$5.45K | ﹤0.01% | 398 |
|
|
2020
Q4 | $146K | Buy |
1,944
+2
| +0.1% | +$159 | ﹤0.01% | 317 |
|
|
2020
Q3 | $153K | Sell |
1,942
-149
| -7% | -$11.7K | ﹤0.01% | 272 |
|
|
2020
Q2 | $170K | Buy |
2,091
+123
| +6% | +$9.87K | 0.01% | 253 |
|
|
2020
Q1 | $142K | Sell |
1,968
-209
| -10% | -$17.1K | ﹤0.01% | 281 |
|
|
2019
Q4 | $180K | Buy |
2,177
+43
| +2% | +$3.51K | 0.01% | 203 |
|
|
2019
Q3 | $173K | Hold |
2,134
| – | – | 0.01% | 183 |
|
|
2019
Q2 | $165K | Hold |
2,134
| – | – | 0.01% | 186 |
|
|
2019
Q1 | $164K | Buy |
2,134
+441
| +26% | +$32.2K | 0.01% | 180 |
|
|
2018
Q4 | $121K | Sell |
1,693
-47
| -3% | -$3.43K | 0.01% | 196 |
|
|
2018
Q3 | $122K | Buy |
1,740
+322
| +23% | +$22.8K | 0.01% | 201 |
|
|
2018
Q2 | $97K | Sell |
1,418
-1
| -0.1% | -$65 | ﹤0.01% | 208 |
|
|
2018
Q1 | $96K | Buy |
1,419
+99
| +8% | +$7.31K | 0.01% | 177 |
|
|
2017
Q4 | $107K | Buy |
1,320
+2
| +0.2% | +$162 | 0.01% | 163 |
|
|
2017
Q3 | $101K | Hold |
1,318
| – | – | 0.01% | 166 |
|
|
2017
Q2 | $101K | Sell |
1,318
-12
| -0.9% | -$943 | 0.01% | 175 |
|
|
2017
Q1 | $103K | Sell |
1,330
-138
| -9% | -$10.4K | 0.01% | 161 |
|
|
2016
Q4 | $112K | Buy |
1,468
+150
| +11% | +$11.1K | 0.01% | 146 |
|
|
2016
Q3 | $98K | Sell |
1,318
-221
| -14% | -$16.8K | 0.01% | 147 |
|
|
2016
Q2 | $120K | Buy |
1,539
+2
| +0.1% | +$145 | 0.01% | 131 |
|
|
2016
Q1 | $115K | Buy |
1,537
+2
| +0.1% | +$141 | 0.01% | 137 |
|
|
2015
Q4 | $104K | Buy |
1,535
+3
| +0.2% | +$207 | 0.02% | 144 |
|
|
2015
Q3 | $108K | Buy |
1,532
+2
| +0.1% | +$141 | 0.04% | 131 |
|
|
2015
Q2 | $102K | Buy |
1,530
+2
| +0.1% | +$141 | 0.04% | 139 |
|
|
2015
Q1 | $108K | Buy |
+1,528
| New | +$113K | 0.04% | 133 |
|
|
2014
Q3 | – | Sell |
-1,522
| Closed | -$109K | – | 95 |
|
|
2014
Q2 | $109K | Buy |
+1,522
| New | +$107K | 0.05% | 81 |
|
Other funds holding D
Allworth Financial's D Position: Q2 2026 in Review
Allworth Financial reduced its Dominion Energy (D) stake by 25% in Q2 2026, selling an estimated $639K and leaving 30,038 shares worth $2.05M. The position accounts for 0.01% of the portfolio, ranked #523.
Allworth Financial first reported a position in D in Q2 2014 and has held it in 47 quarters since. The position peaked at $2.46M in Q1 2026. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.
- Allworth Financial held 30,038 shares of Dominion Energy worth $2.05M as of Q2 2026.
- Allworth Financial sold 9,826 Dominion Energy shares in Q2 2026, an estimated $639K.
- Dominion Energy made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #523 holding.
- Allworth Financial first reported a position in Dominion Energy in Q2 2014 and has held it in 47 quarters since.
- Allworth Financial's Dominion Energy position peaked at $2.46M in Q1 2026.
- 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.