AAS
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Avantax Advisory Services’s Dominion Energy D Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$4.02M Buy
71,148
+3,975
+6% +$218K 0.02% 526
2025
Q1 		$3.77M Buy
67,173
+2,404
+4% +$132K 0.02% 507
2024
Q4 		$3.49M Buy
64,769
+3,112
+5% +$178K 0.02% 505
2024
Q3 		$3.56M Sell
61,657
-4,977
-7% -$272K 0.02% 491
2024
Q2 		$3.27M Buy
66,634
+25,495
+62% +$1.3M 0.02% 496
2024
Q1 		$2.02M Sell
41,139
-12,438
-23% -$581K 0.02% 537
2023
Q4 		$2.52M Sell
53,577
-2,601
-5% -$116K 0.03% 446
2023
Q3 		$2.51M Buy
56,178
+392
+0.7% +$19.5K 0.03% 398
2023
Q2 		$2.89M Sell
55,786
-60,918
-52% -$3.31M 0.03% 361
2023
Q1 		$6.52M Buy
116,704
+7,326
+7% +$429K 0.08% 190
2022
Q4 		$6.71M Buy
109,378
+5,318
+5% +$334K 0.09% 180
2022
Q3 		$7.19M Buy
104,060
+18,436
+22% +$1.49M 0.11% 147
2022
Q2 		$6.83M Buy
85,624
+7,453
+10% +$615K 0.1% 154
2022
Q1 		$6.64M Buy
78,171
+8,932
+13% +$717K 0.09% 158
2021
Q4 		$5.44M Buy
69,239
+7,531
+12% +$567K 0.08% 183
2021
Q3 		$4.5M Buy
61,708
+8,781
+17% +$670K 0.08% 192
2021
Q2 		$3.89M Buy
52,927
+8,947
+20% +$691K 0.07% 205
2021
Q1 		$3.35M Buy
43,980
+5,294
+14% +$385K 0.07% 202
2020
Q4 		$2.91M Sell
38,686
-37,810
-49% -$3M 0.07% 199
2020
Q3 		$6.04M Buy
76,496
+40,929
+115% +$3.22M 0.1% 178
2020
Q2 		$2.89M Buy
35,567
+1,624
+5% +$130K 0.08% 171
2020
Q1 		$2.45M Buy
33,943
+3,733
+12% +$305K 0.07% 163
2019
Q4 		$2.5M Buy
30,210
+8,968
+42% +$733K 0.06% 181
2019
Q3 		$1.72M Buy
21,242
+3,728
+21% +$288K 0.07% 144
2019
Q2 		$1.35M Buy
17,514
+1,850
+12% +$141K 0.06% 158
2019
Q1 		$1.2M Buy
15,664
+859
+6% +$62.7K 0.06% 155
2018
Q4 		$1.06M Buy
+14,805
New +$1.08M 0.18% 125

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Avantax Advisory Services's D Position: Q2 2025 in Review

Avantax Advisory Services increased its Dominion Energy (D) stake by 5.9% in Q2 2025, buying an estimated $218K and bringing the position to 71,148 shares worth $4.02M. The position accounts for 0.02% of the portfolio, ranked #526.

Avantax Advisory Services first reported a position in D in Q4 2018 and has held it in 27 quarters since. The position peaked at $7.19M in Q3 2022. 1,349 funds tracked by Wall St. Rank hold D as of Q2 2025.

  • Avantax Advisory Services held 71,148 shares of Dominion Energy worth $4.02M as of Q2 2025.
  • Avantax Advisory Services bought 3,975 Dominion Energy shares in Q2 2025, an estimated $218K.
  • Dominion Energy made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #526 holding.
  • Avantax Advisory Services first reported a position in Dominion Energy in Q4 2018 and has held it in 27 quarters since.
  • Avantax Advisory Services's Dominion Energy position peaked at $7.19M in Q3 2022.
  • 1,349 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.