Checchi Capital Advisers’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
Q2 | $385K | Buy |
5,633
+130
| +2% | +$8.45K | 0.02% | 422 |
|
|
2026
Q1 | $340K | Buy |
5,503
+1,073
| +24% | +$66.3K | 0.02% | 441 |
|
|
2025
Q4 | $260K | Sell |
4,430
-160
| -3% | -$9.64K | 0.01% | 467 |
|
|
2025
Q3 | $281K | Sell |
4,590
-371
| -7% | -$22.1K | 0.01% | 455 |
|
|
2025
Q2 | $280K | Sell |
4,961
-681
| -12% | -$37.3K | 0.02% | 473 |
|
|
2025
Q1 | $316K | Buy |
5,642
+767
| +16% | +$42.2K | 0.02% | 449 |
|
|
2024
Q4 | $263K | Buy |
4,875
+337
| +7% | +$19.2K | 0.02% | 470 |
|
|
2024
Q3 | $262K | Buy |
+4,538
| New | +$248K | 0.01% | 476 |
|
|
2024
Q2 | – | Sell |
-4,264
| Closed | -$210K | – | 574 |
|
|
2024
Q1 | $210K | Buy |
+4,264
| New | +$199K | 0.02% | 536 |
|
|
2023
Q2 | – | Sell |
-3,715
| Closed | -$208K | – | 582 |
|
|
2023
Q1 | $208K | Sell |
3,715
-1,140
| -23% | -$66.7K | 0.02% | 523 |
|
|
2022
Q4 | $298K | Sell |
4,855
-5,044
| -51% | -$317K | 0.03% | 398 |
|
|
2022
Q3 | $684K | Buy |
9,899
+215
| +2% | +$17.4K | 0.06% | 208 |
|
|
2022
Q2 | $794K | Buy |
9,684
+2,293
| +31% | +$189K | 0.07% | 199 |
|
|
2022
Q1 | $628K | Buy |
7,391
+750
| +11% | +$60.2K | 0.05% | 229 |
|
|
2021
Q4 | $522K | Sell |
6,641
-841
| -11% | -$63.3K | 0.05% | 247 |
|
|
2021
Q3 | $546K | Sell |
7,482
-1,180
| -14% | -$90K | 0.05% | 227 |
|
|
2021
Q2 | $637K | Sell |
8,662
-415
| -5% | -$32K | 0.06% | 204 |
|
|
2021
Q1 | $689K | Buy |
9,077
+1,241
| +16% | +$90.1K | 0.07% | 188 |
|
|
2020
Q4 | $589K | Sell |
7,836
-728
| -9% | -$57.8K | 0.06% | 204 |
|
|
2020
Q3 | $676K | Sell |
8,564
-994
| -10% | -$78.1K | 0.07% | 165 |
|
|
2020
Q2 | $776K | Buy |
9,558
+159
| +2% | +$12.8K | 0.09% | 142 |
|
|
2020
Q1 | $679K | Buy |
9,399
+1,698
| +22% | +$139K | 0.07% | 135 |
|
|
2019
Q4 | $638K | Buy |
7,701
+901
| +13% | +$73.6K | 0.09% | 166 |
|
|
2019
Q3 | $551K | Buy |
6,800
+284
| +4% | +$22K | 0.07% | 179 |
|
|
2019
Q2 | $504K | Buy |
6,516
+1
| +0% | +$76 | 0.06% | 192 |
|
|
2019
Q1 | $499K | Buy |
6,515
+1,046
| +19% | +$76.4K | 0.06% | 182 |
|
|
2018
Q4 | $391K | Sell |
5,469
-792
| -13% | -$57.9K | 0.05% | 210 |
|
|
2018
Q3 | $440K | Buy |
6,261
+571
| +10% | +$40.4K | 0.05% | 232 |
|
|
2018
Q2 | $388K | Buy |
5,690
+343
| +6% | +$22.3K | 0.05% | 247 |
|
|
2018
Q1 | $361K | Buy |
5,347
+44
| +0.8% | +$3.25K | 0.05% | 255 |
|
|
2017
Q4 | $430K | Buy |
5,303
+57
| +1% | +$4.62K | 0.06% | 226 |
|
|
2017
Q3 | $404K | Buy |
5,246
+174
| +3% | +$13.5K | 0.04% | 214 |
|
|
2017
Q2 | $389K | Sell |
5,072
-261
| -5% | -$20.5K | 0.04% | 220 |
|
|
2017
Q1 | $414K | Sell |
5,333
-644
| -11% | -$48.7K | 0.05% | 210 |
|
|
2016
Q4 | $458K | Buy |
5,977
+319
| +6% | +$23.5K | 0.06% | 184 |
|
|
2016
Q3 | $420K | Buy |
5,658
+83
| +1% | +$6.32K | 0.05% | 186 |
|
|
2016
Q2 | $434K | Buy |
5,575
+136
| +3% | +$9.87K | 0.05% | 174 |
|
|
2016
Q1 | $409K | Buy |
5,439
+131
| +2% | +$9.27K | 0.09% | 180 |
|
|
2015
Q4 | $359K | Buy |
5,308
+72
| +1% | +$4.97K | 0.09% | 200 |
|
|
2015
Q3 | $369K | Buy |
5,236
+181
| +4% | +$12.7K | 0.1% | 183 |
|
|
2015
Q2 | $338K | Buy |
5,055
+179
| +4% | +$12.6K | 0.09% | 207 |
|
|
2015
Q1 | $346K | Buy |
4,876
+157
| +3% | +$11.6K | 0.1% | 196 |
|
|
2014
Q4 | $363K | Buy |
4,719
+1,140
| +32% | +$82.5K | 0.14% | 163 |
|
|
2014
Q3 | $247K | Buy |
3,579
+607
| +20% | +$41.9K | 0.1% | 210 |
|
|
2014
Q2 | $213K | Buy |
2,972
+128
| +5% | +$8.98K | 0.1% | 215 |
|
|
2014
Q1 | $202K | Buy |
+2,844
| New | +$194K | 0.12% | 175 |
|
Other funds holding D
AP
DPIM
Checchi Capital Advisers's D Position: Q2 2026 in Review
Checchi Capital Advisers increased its Dominion Energy (D) stake by 2.4% in Q2 2026, buying an estimated $8.45K and bringing the position to 5,633 shares worth $385K. The position accounts for 0.02% of the portfolio, ranked #422.
Checchi Capital Advisers first reported a position in D in Q1 2014 and has held it in 46 quarters since. The position peaked at $794K in Q2 2022. 936 funds tracked by Wall St. Rank hold D as of Q2 2026.
- Checchi Capital Advisers held 5,633 shares of Dominion Energy worth $385K as of Q2 2026.
- Checchi Capital Advisers bought 130 Dominion Energy shares in Q2 2026, an estimated $8.45K.
- Dominion Energy made up 0.02% of Checchi Capital Advisers's portfolio in Q2 2026, its #422 holding.
- Checchi Capital Advisers first reported a position in Dominion Energy in Q1 2014 and has held it in 46 quarters since.
- Checchi Capital Advisers's Dominion Energy position peaked at $794K in Q2 2022.
- 936 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.
Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.