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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
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

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

Carson Advisory's D Position: Q1 2026 in Review

Carson Advisory increased its Dominion Energy (D) stake by 0.34% in Q1 2026, buying an estimated $15.9K and bringing the position to 75,176 shares worth $4.65M. The position accounts for 2.41% of the portfolio, ranked #10.

Carson Advisory first reported a position in D in Q4 2021 and has held it in 18 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Carson Advisory held 75,176 shares of Dominion Energy worth $4.65M as of Q1 2026.
  • Carson Advisory bought 258 Dominion Energy shares in Q1 2026, an estimated $15.9K.
  • Dominion Energy made up 2.41% of Carson Advisory's portfolio in Q1 2026, its #10 holding.
  • Carson Advisory first reported a position in Dominion Energy in Q4 2021 and has held it in 18 quarters since.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.