Capital Performance Advisors’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
Other funds holding D
Capital Performance Advisors's D Position: Q2 2026 in Review
Capital Performance Advisors reduced its Dominion Energy (D) stake by 27% in Q2 2026, selling an estimated $76.7K and leaving 3,237 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #280.
Capital Performance Advisors first reported a position in D in Q3 2024 and has held it in 4 quarters since. The position peaked at $273K in Q1 2026. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.
- Capital Performance Advisors held 3,237 shares of Dominion Energy worth $221K as of Q2 2026.
- Capital Performance Advisors sold 1,180 Dominion Energy shares in Q2 2026, an estimated $76.7K.
- Dominion Energy made up 0.01% of Capital Performance Advisors's portfolio in Q2 2026, its #280 holding.
- Capital Performance Advisors first reported a position in Dominion Energy in Q3 2024 and has held it in 4 quarters since.
- Capital Performance Advisors's Dominion Energy position peaked at $273K in Q1 2026.
- 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.
Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.