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D icon

Carson Advisory’s Dominion Energy D Stock Holding History

Carson Advisory’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 		$5.06M Sell
74,040
-1,136
-2% -$73.9K 2.32% 9
2026
Q1 		$4.65M Buy
75,176
+258
+0.3% +$15.9K 2.41% 10
2025
Q4 		$4.39M Sell
74,918
-498
-0.7% -$30K 2.28% 11
2025
Q3 		$4.61M Sell
75,416
-815
-1% -$48.5K 2.49% 8
2025
Q2 		$4.31M Buy
76,231
+215
+0.3% +$11.8K 2.74% 6
2025
Q1 		$4.26M Buy
76,016
+3,821
+5% +$210K 2.87% 6
2024
Q4 		$3.89M Buy
72,195
+3,458
+5% +$197K 2.7% 7
2024
Q3 		$3.97M Buy
68,737
+898
+1% +$49.1K 2.49% 8
2024
Q2 		$3.32M Buy
67,839
+3,677
+6% +$187K 2.33% 8
2024
Q1 		$3.16M Buy
64,162
+5,674
+10% +$265K 2.22% 7
2023
Q4 		$2.75M Sell
58,488
-4,117
-7% -$184K 2.14% 8
2023
Q3 		$2.8M Buy
62,605
+4,488
+8% +$223K 2.45% 7
2023
Q2 		$3.01M Buy
58,117
+7,730
+15% +$420K 2.54% 7
2023
Q1 		$2.82M Buy
50,387
+4,950
+11% +$290K 2.5% 7
2022
Q4 		$2.79M Buy
45,437
+16,908
+59% +$1.06M 2.67% 7
2022
Q3 		$1.97M Sell
28,529
-88
-0.3% -$7.1K 2.19% 10
2022
Q2 		$2.28M Sell
28,617
-157
-0.5% -$13K 2.55% 7
2022
Q1 		$2.44M Sell
28,774
-939
-3% -$75.4K 2.43% 9
2021
Q4 		$2.33M Buy
+29,713
New +$2.24M 2.36% 9

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

Carson Advisory's D Position: Q2 2026 in Review

Carson Advisory reduced its Dominion Energy (D) stake by 1.5% in Q2 2026, selling an estimated $73.9K and leaving 74,040 shares worth $5.06M. The position accounts for 2.32% of the portfolio, ranked #9.

Carson Advisory first reported a position in D in Q4 2021 and has held it in 19 quarters since. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Carson Advisory held 74,040 shares of Dominion Energy worth $5.06M as of Q2 2026.
  • Carson Advisory sold 1,136 Dominion Energy shares in Q2 2026, an estimated $73.9K.
  • Dominion Energy made up 2.32% of Carson Advisory's portfolio in Q2 2026, its #9 holding.
  • Carson Advisory first reported a position in Dominion Energy in Q4 2021 and has held it in 19 quarters since.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.