AWA
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Arkadios Wealth Advisors’s Dominion Energy D Stock Holding History

Arkadios Wealth 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
Q1 		$2.14M Sell
34,688
-344
-1% -$21.2K 0.04% 484
2025
Q4 		$2.05M Sell
35,032
-378
-1% -$22.8K 0.04% 439
2025
Q3 		$2.17M Buy
35,410
+8,231
+30% +$489K 0.05% 376
2025
Q2 		$1.54M Buy
27,179
+1,788
+7% +$98K 0.05% 420
2025
Q1 		$1.42M Buy
25,391
+20,461
+415% +$1.13M 0.05% 365
2024
Q4 		$266K Buy
4,930
+569
+13% +$32.5K 0.01% 766
2024
Q3 		$252K Buy
4,361
+220
+5% +$12K 0.01% 773
2024
Q2 		$203K Buy
+4,141
New +$211K 0.01% 765
2021
Q4 		– Sell
-1,338
Closed -$97K – 830
2021
Q3 		$97K Sell
1,338
-1,115
-45% -$85K 0.01% 693
2021
Q2 		$180K Sell
2,453
-58
-2% -$4.48K 0.02% 559
2021
Q1 		$190K Buy
2,511
+50
+2% +$3.63K 0.03% 423
2020
Q4 		$185K Buy
2,461
+615
+33% +$48.9K 0.04% 339
2020
Q3 		$150K Sell
1,846
-57
-3% -$4.48K 0.08% 220
2020
Q2 		$141K Sell
1,903
-858
-31% -$68.8K 0.08% 207
2020
Q1 		$199K Buy
2,761
+236
+9% +$19.3K 0.13% 146
2019
Q4 		$218K Buy
+2,525
New +$206K 0.13% 143

Other funds holding D

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arkadios Wealth Advisors's D Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its Dominion Energy (D) stake by 0.98% in Q1 2026, selling an estimated $21.2K and leaving 34,688 shares worth $2.14M. The position accounts for 0.04% of the portfolio, ranked #484.

Arkadios Wealth Advisors first reported a position in D in Q4 2019 and has held it in 16 quarters since. The position peaked at $2.17M in Q3 2025. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Arkadios Wealth Advisors held 34,688 shares of Dominion Energy worth $2.14M as of Q1 2026.
  • Arkadios Wealth Advisors sold 344 Dominion Energy shares in Q1 2026, an estimated $21.2K.
  • Dominion Energy made up 0.04% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #484 holding.
  • Arkadios Wealth Advisors first reported a position in Dominion Energy in Q4 2019 and has held it in 16 quarters since.
  • Arkadios Wealth Advisors's Dominion Energy position peaked at $2.17M in Q3 2025.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.