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Capital Investment Advisors’s Dominion Energy D Stock Holding History

Capital Investment 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 		$4.21M Sell
68,067
-1,105
-2% -$68.3K 0.06% 162
2025
Q4 		$4.05M Sell
69,172
-4,082
-6% -$246K 0.06% 162
2025
Q3 		$4.48M Buy
73,254
+3,549
+5% +$211K 0.07% 154
2025
Q2 		$3.94M Sell
69,705
-5,587
-7% -$306K 0.07% 158
2025
Q1 		$4.22M Buy
75,292
+1,937
+3% +$107K 0.08% 148
2024
Q4 		$3.95M Sell
73,355
-1,301
-2% -$74.2K 0.08% 149
2024
Q3 		$4.31M Buy
74,656
+211
+0.3% +$11.5K 0.09% 149
2024
Q2 		$3.65M Sell
74,445
-1,115
-1% -$56.8K 0.08% 145
2024
Q1 		$3.72M Sell
75,560
-3,865
-5% -$181K 0.09% 146
2023
Q4 		$3.73M Buy
79,425
+7,787
+11% +$348K 0.09% 141
2023
Q3 		$3.2M Buy
71,638
+881
+1% +$43.7K 0.09% 144
2023
Q2 		$3.66M Buy
70,757
+4,018
+6% +$218K 0.11% 120
2023
Q1 		$3.73M Buy
66,739
+2,306
+4% +$135K 0.11% 129
2022
Q4 		$3.95M Sell
64,433
-1,247
-2% -$78.3K 0.12% 133
2022
Q3 		$4.54M Buy
65,680
+1,632
+3% +$132K 0.16% 119
2022
Q2 		$5.11M Buy
64,048
+1,774
+3% +$146K 0.17% 116
2022
Q1 		$5.29M Sell
62,274
-779
-1% -$62.6K 0.16% 116
2021
Q4 		$4.95M Buy
63,053
+133
+0.2% +$10K 0.15% 114
2021
Q3 		$4.59M Buy
62,920
+2,953
+5% +$225K 0.15% 117
2021
Q2 		$4.41M Buy
59,967
+33,655
+128% +$2.6M 0.15% 122
2021
Q1 		$2M Buy
26,312
+1,675
+7% +$122K 0.08% 175
2020
Q4 		$1.85M Sell
24,637
-424
-2% -$33.7K 0.08% 169
2020
Q3 		$1.98M Sell
25,061
-1,012
-4% -$79.5K 0.09% 154
2020
Q2 		$2.12M Sell
26,073
-60
-0.2% -$4.81K 0.11% 138
2020
Q1 		$1.89M Sell
26,133
-2,713
-9% -$222K 0.12% 132
2019
Q4 		$2.39M Sell
28,846
-188
-0.6% -$15.4K 0.12% 141
2019
Q3 		$2.35M Buy
29,034
+1
+0% +$77 0.12% 139
2019
Q2 		$2.25M Buy
29,033
+2,162
+8% +$165K 0.12% 140
2019
Q1 		$2.06M Buy
26,871
+1,144
+4% +$83.5K 0.12% 141
2018
Q4 		$1.84M Buy
25,727
+424
+2% +$31K 0.12% 137
2018
Q3 		$1.78M Sell
25,303
-3,900
-13% -$276K 0.1% 153
2018
Q2 		$1.99M Sell
29,203
-735
-2% -$47.9K 0.12% 136
2018
Q1 		$2.02M Buy
29,938
+182
+0.6% +$13.4K 0.13% 139
2017
Q4 		$2.41M Sell
29,756
-40,379
-58% -$3.27M 0.16% 124
2017
Q3 		$5.39M Buy
70,135
+1,856
+3% +$144K 0.37% 64
2017
Q2 		$5.23M Buy
68,279
+40,782
+148% +$3.21M 0.37% 64
2017
Q1 		$2.13M Buy
27,497
+93
+0.3% +$7.04K 0.16% 126
2016
Q4 		$2.1M Sell
27,404
-398
-1% -$29.3K 0.18% 120
2016
Q3 		$2.06M Sell
27,802
-1,003
-3% -$76.4K 0.18% 118
2016
Q2 		$2.25M Buy
28,805
+48
+0.2% +$3.48K 0.21% 98
2016
Q1 		$2.16M Sell
28,757
-191
-0.7% -$13.5K 0.21% 94
2015
Q4 		$1.96M Buy
28,948
+7
+0% +$483 0.2% 101
2015
Q3 		$2.04M Sell
28,941
-846
-3% -$59.4K 0.23% 94
2015
Q2 		$1.99M Sell
29,787
-305
-1% -$21.5K 0.21% 107
2015
Q1 		$2.13M Buy
30,092
+328
+1% +$24.3K 0.23% 101
2014
Q4 		$2.29M Sell
29,764
-189
-0.6% -$13.7K 0.25% 93
2014
Q3 		$2.07M Sell
29,953
-245
-0.8% -$16.9K 0.24% 98
2014
Q2 		$2.16M Sell
30,198
-441
-1% -$30.9K 0.25% 99
2014
Q1 		$2.18M Sell
30,639
-1,043
-3% -$71.2K 0.27% 95
2013
Q4 		$2.05M Buy
+31,682
New +$2.04M 0.27% 92

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

Capital Investment Advisors's D Position: Q1 2026 in Review

Capital Investment Advisors reduced its Dominion Energy (D) stake by 1.6% in Q1 2026, selling an estimated $68.3K and leaving 68,067 shares worth $4.21M. The position accounts for 0.06% of the portfolio, ranked #162.

Capital Investment Advisors first reported a position in D in Q4 2013 and has held it in 50 quarters since. The position peaked at $5.39M in Q3 2017. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Capital Investment Advisors held 68,067 shares of Dominion Energy worth $4.21M as of Q1 2026.
  • Capital Investment Advisors sold 1,105 Dominion Energy shares in Q1 2026, an estimated $68.3K.
  • Dominion Energy made up 0.06% of Capital Investment Advisors's portfolio in Q1 2026, its #162 holding.
  • Capital Investment Advisors first reported a position in Dominion Energy in Q4 2013 and has held it in 50 quarters since.
  • Capital Investment Advisors's Dominion Energy position peaked at $5.39M in Q3 2017.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.