CAPTRUST Financial Advisors’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.7M | Sell |
205,752
-689
| -0.3% | -$42.6K | 0.02% | 477 |
|
|
2025
Q4 | $12.1M | Buy |
206,441
+10,317
| +5% | +$622K | 0.02% | 447 |
|
|
2025
Q3 | $12M | Sell |
196,124
-2,128
| -1% | -$127K | 0.02% | 434 |
|
|
2025
Q2 | $11.2M | Buy |
198,252
+1,037
| +0.5% | +$56.8K | 0.03% | 436 |
|
|
2025
Q1 | $11.1M | Sell |
197,215
-987
| -0.5% | -$54.3K | 0.03% | 405 |
|
|
2024
Q4 | $10.7M | Buy |
198,202
+463
| +0.2% | +$26.4K | 0.03% | 353 |
|
|
2024
Q3 | $11.4M | Sell |
197,739
-5,944
| -3% | -$325K | 0.03% | 354 |
|
|
2024
Q2 | $9.98M | Buy |
203,683
+423
| +0.2% | +$21.6K | 0.03% | 360 |
|
|
2024
Q1 | $10M | Buy |
203,260
+2,573
| +1% | +$120K | 0.04% | 347 |
|
|
2023
Q4 | $9.43M | Buy |
200,687
+1,402
| +0.7% | +$62.6K | 0.03% | 385 |
|
|
2023
Q3 | $8.9M | Sell |
199,285
-1,578
| -0.8% | -$78.3K | 0.03% | 361 |
|
|
2023
Q2 | $10.4M | Sell |
200,863
-3,385
| -2% | -$184K | 0.04% | 325 |
|
|
2023
Q1 | $11.4M | Buy |
204,248
+1,160
| +0.6% | +$67.9K | 0.05% | 272 |
|
|
2022
Q4 | $12.5M | Sell |
203,088
-14,878
| -7% | -$934K | 0.06% | 247 |
|
|
2022
Q3 | $15.1M | Buy |
217,966
+67,031
| +44% | +$5.41M | 0.09% | 199 |
|
|
2022
Q2 | $12M | Buy |
150,935
+8,675
| +6% | +$716K | 0.08% | 217 |
|
|
2022
Q1 | $12.1M | Buy |
142,260
+7,004
| +5% | +$563K | 0.08% | 214 |
|
|
2021
Q4 | $10.6M | Buy |
135,256
+14,539
| +12% | +$1.09M | 0.07% | 222 |
|
|
2021
Q3 | $8.81M | Buy |
120,717
+46,310
| +62% | +$3.53M | 0.07% | 229 |
|
|
2021
Q2 | $5.47M | Buy |
74,407
+1,678
| +2% | +$130K | 0.05% | 285 |
|
|
2021
Q1 | $5.52M | Buy |
72,729
+3,053
| +4% | +$222K | 0.06% | 255 |
|
|
2020
Q4 | $5.24M | Buy |
69,676
+10,789
| +18% | +$857K | 0.07% | 235 |
|
|
2020
Q3 | $4.63M | Sell |
58,887
-18,702
| -24% | -$1.47M | 0.08% | 223 |
|
|
2020
Q2 | $6.39M | Buy |
77,589
+15,096
| +24% | +$1.21M | 0.11% | 186 |
|
|
2020
Q1 | $4.37M | Sell |
62,493
-8,488
| -12% | -$693K | 0.1% | 206 |
|
|
2019
Q4 | $5.82M | Buy |
70,981
+26,664
| +60% | +$2.18M | 0.09% | 208 |
|
|
2019
Q3 | $3.59M | Sell |
44,317
-844
| -2% | -$65.3K | 0.13% | 151 |
|
|
2019
Q2 | $3.49M | Buy |
45,161
+2,246
| +5% | +$171K | 0.13% | 144 |
|
|
2019
Q1 | $3.29M | Buy |
42,915
+3,629
| +9% | +$265K | 0.13% | 133 |
|
|
2018
Q4 | $2.81M | Sell |
39,286
-1,466
| -4% | -$107K | 0.15% | 121 |
|
|
2018
Q3 | $2.86M | Buy |
40,752
+17,529
| +75% | +$1.24M | 0.13% | 118 |
|
|
2018
Q2 | $1.58M | Buy |
23,223
+7,327
| +46% | +$477K | 0.09% | 129 |
|
|
2018
Q1 | $1.07M | Buy |
15,896
+538
| +4% | +$39.7K | 0.07% | 165 |
|
|
2017
Q4 | $1.25M | Buy |
15,358
+14,822
| +2,765% | +$1.2M | 0.08% | 156 |
|
|
2017
Q3 | $40K | Buy |
+536
| New | +$41.7K | ﹤0.01% | 299 |
|
Other funds holding D
VCM
VPM
CAPTRUST Financial Advisors's D Position: Q1 2026 in Review
CAPTRUST Financial Advisors reduced its Dominion Energy (D) stake by 0.33% in Q1 2026, selling an estimated $42.6K and leaving 205,752 shares worth $12.7M. The position accounts for 0.02% of the portfolio, ranked #477.
CAPTRUST Financial Advisors first reported a position in D in Q3 2017 and has held it in 35 quarters since. The position peaked at $15.1M in Q3 2022. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.
- CAPTRUST Financial Advisors held 205,752 shares of Dominion Energy worth $12.7M as of Q1 2026.
- CAPTRUST Financial Advisors sold 689 Dominion Energy shares in Q1 2026, an estimated $42.6K.
- Dominion Energy made up 0.02% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #477 holding.
- CAPTRUST Financial Advisors first reported a position in Dominion Energy in Q3 2017 and has held it in 35 quarters since.
- CAPTRUST Financial Advisors's Dominion Energy position peaked at $15.1M in Q3 2022.
- 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.
Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.