AC
D icon

Avestar Capital’s Dominion Energy D Stock Holding History

Avestar Capital’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
Q2 		$390K Sell
5,712
-225
-4% -$14.6K 0.02% 427
2026
Q1 		$367K Buy
+5,937
New +$367K 0.02% 408
2025
Q1 		– Sell
-4,503
Closed -$243K – 501
2024
Q4 		$243K Buy
4,503
+628
+16% +$35.8K 0.02% 435
2024
Q3 		$224K Buy
+3,875
New +$212K 0.02% 422
2019
Q3 		– Sell
-799
Closed -$58K – 327
2019
Q2 		$58K Buy
799
+354
+80% +$27K 0.04% 274
2019
Q1 		$31K Buy
445
+18
+4% +$1.31K 0.02% 338
2018
Q4 		$27K Sell
427
-14
-3% -$1.02K 0.02% 310
2018
Q3 		$28K Sell
441
-255
-37% -$18.1K 0.02% 331
2018
Q2 		$43K Sell
696
-54
-7% -$3.52K 0.03% 286
2018
Q1 		$47K Buy
750
+4
+0.5% +$295 0.03% 256
2017
Q4 		$56K Buy
+746
New +$60.4K 0.04% 235

Other funds holding D

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Avestar Capital's D Position: Q2 2026 in Review

Avestar Capital reduced its Dominion Energy (D) stake by 3.8% in Q2 2026, selling an estimated $14.6K and leaving 5,712 shares worth $390K. The position accounts for 0.02% of the portfolio, ranked #427.

Avestar Capital first reported a position in D in Q4 2017 and has held it in 11 quarters since. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Avestar Capital held 5,712 shares of Dominion Energy worth $390K as of Q2 2026.
  • Avestar Capital sold 225 Dominion Energy shares in Q2 2026, an estimated $14.6K.
  • Dominion Energy made up 0.02% of Avestar Capital's portfolio in Q2 2026, its #427 holding.
  • Avestar Capital first reported a position in Dominion Energy in Q4 2017 and has held it in 11 quarters since.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.