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Capital Advisors Ltd’s Dominion Energy D Stock Holding History

Capital Advisors Ltd’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 		$45K Hold
666
– – ﹤0.01% 526
2026
Q1 		$41K Hold
666
– – ﹤0.01% 535
2025
Q4 		$39K Hold
666
– – ﹤0.01% 539
2025
Q3 		$41K Hold
666
– – ﹤0.01% 519
2025
Q2 		$38K Sell
666
-4
-0.6% -$219 ﹤0.01% 523
2025
Q1 		$38K Hold
670
– – 0.01% 509
2024
Q4 		$36K Hold
670
– – ﹤0.01% 509
2024
Q3 		$39K Hold
670
– – ﹤0.01% 497
2024
Q2 		$33K Buy
670
+8
+1% +$408 ﹤0.01% 514
2024
Q1 		$33K Sell
662
-259
-28% -$12.1K ﹤0.01% 504
2023
Q4 		$43K Buy
921
+271
+42% +$12.1K 0.01% 448
2023
Q3 		$29K Sell
650
-84
-11% -$4.17K ﹤0.01% 493
2023
Q2 		$38K Sell
734
-93
-11% -$5.06K 0.01% 466
2023
Q1 		$46K Buy
827
+14
+2% +$819 0.01% 375
2022
Q4 		$50K Sell
813
-2,376
-75% -$149K 0.01% 371
2022
Q3 		$220K Buy
3,189
+112
+4% +$9.04K 0.04% 211
2022
Q2 		$246K Buy
3,077
+15
+0.5% +$1.24K 0.05% 194
2022
Q1 		$260K Buy
3,062
+27
+0.9% +$2.17K 0.04% 199
2021
Q4 		$238K Buy
3,035
+129
+4% +$9.71K 0.04% 212
2021
Q3 		$212K Sell
2,906
-63
-2% -$4.8K 0.04% 211
2021
Q2 		$218K Buy
2,969
+2,375
+400% +$183K 0.04% 193
2021
Q1 		$45K Sell
594
-70
-11% -$5.08K 0.01% 300
2020
Q4 		$50K Hold
664
– – 0.01% 284
2020
Q3 		$52K Hold
664
– – 0.01% 274
2020
Q2 		$54K Hold
664
– – 0.01% 265
2020
Q1 		$48K Hold
664
– – 0.02% 258
2019
Q4 		$55K Hold
664
– – 0.01% 256
2019
Q3 		$54K Hold
664
– – 0.01% 253
2019
Q2 		$51K Buy
+664
New +$50.6K 0.01% 283

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

Capital Advisors Ltd's D Position: Q2 2026 in Review

Capital Advisors Ltd held its Dominion Energy (D) position steady in Q2 2026 at 666 shares worth $45K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

Capital Advisors Ltd first reported a position in D in Q2 2019 and has held it in 29 quarters since. The position peaked at $260K in Q1 2022. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Capital Advisors Ltd held 666 shares of Dominion Energy worth $45K as of Q2 2026.
  • Capital Advisors Ltd left its Dominion Energy share count unchanged in Q2 2026.
  • Dominion Energy made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #526 holding.
  • Capital Advisors Ltd first reported a position in Dominion Energy in Q2 2019 and has held it in 29 quarters since.
  • Capital Advisors Ltd's Dominion Energy position peaked at $260K in Q1 2022.
  • 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.