Clearstead 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
Q2 | $2.51M | Buy |
36,707
+3,446
| +10% | +$224K | 0.02% | 346 |
|
|
2026
Q1 | $2.06M | Sell |
33,261
-8,019
| -19% | -$495K | 0.02% | 360 |
|
|
2025
Q4 | $2.42M | Buy |
41,280
+622
| +2% | +$37.5K | 0.03% | 301 |
|
|
2025
Q3 | $2.49M | Buy |
40,658
+8
| +0% | +$476 | 0.03% | 287 |
|
|
2025
Q2 | $2.3M | Buy |
40,650
+4,692
| +13% | +$257K | 0.03% | 293 |
|
|
2025
Q1 | $2.02M | Buy |
35,958
+722
| +2% | +$39.7K | 0.03% | 300 |
|
|
2024
Q4 | $1.9M | Sell |
35,236
-597
| -2% | -$34.1K | 0.03% | 300 |
|
|
2024
Q3 | $2.07M | Buy |
35,833
+335
| +0.9% | +$18.3K | 0.03% | 292 |
|
|
2024
Q2 | $1.74M | Buy |
35,498
+29,934
| +538% | +$1.53M | 0.03% | 295 |
|
|
2024
Q1 | $295K | Buy |
5,564
+1,814
| +48% | +$84.7K | 0.01% | 405 |
|
|
2023
Q4 | $176K | Buy |
3,750
+291
| +8% | +$13K | 0.01% | 473 |
|
|
2023
Q3 | $155K | Buy |
3,459
+48
| +1% | +$2.38K | 0.01% | 463 |
|
|
2023
Q2 | $177K | Buy |
3,411
+39
| +1% | +$2.12K | 0.01% | 448 |
|
|
2023
Q1 | $189K | Buy |
3,372
+134
| +4% | +$7.84K | 0.01% | 404 |
|
|
2022
Q4 | $199K | Sell |
3,238
-1,681
| -34% | -$106K | 0.02% | 386 |
|
|
2022
Q3 | $340K | Sell |
4,919
-2,052
| -29% | -$166K | 0.03% | 286 |
|
|
2022
Q2 | $556K | Buy |
6,971
+8
| +0.1% | +$661 | 0.04% | 235 |
|
|
2022
Q1 | $592K | Buy |
6,963
+394
| +6% | +$31.6K | 0.04% | 248 |
|
|
2021
Q4 | $516K | Sell |
6,569
-7
| -0.1% | -$527 | 0.04% | 252 |
|
|
2021
Q3 | $480K | Buy |
6,576
+69
| +1% | +$5.26K | 0.04% | 242 |
|
|
2021
Q2 | $479K | Buy |
6,507
+254
| +4% | +$19.6K | 0.04% | 234 |
|
|
2021
Q1 | $475K | Sell |
6,253
-4
| -0.1% | -$291 | 0.04% | 222 |
|
|
2020
Q4 | $471K | Buy |
6,257
+1,348
| +27% | +$107K | 0.04% | 209 |
|
|
2020
Q3 | $387K | Sell |
4,909
-23
| -0.5% | -$1.81K | 0.04% | 212 |
|
|
2020
Q2 | $400K | Buy |
4,932
+1,352
| +38% | +$108K | 0.05% | 195 |
|
|
2020
Q1 | $258K | Sell |
3,580
-489
| -12% | -$39.9K | 0.04% | 212 |
|
|
2019
Q4 | $337K | Sell |
4,069
-483
| -11% | -$39.5K | 0.04% | 214 |
|
|
2019
Q3 | $369K | Buy |
4,552
+900
| +25% | +$69.6K | 0.05% | 195 |
|
|
2019
Q2 | $282K | Sell |
3,652
-96
| -3% | -$7.32K | 0.04% | 226 |
|
|
2019
Q1 | $287K | Buy |
3,748
+286
| +8% | +$20.9K | 0.04% | 217 |
|
|
2018
Q4 | $247K | Buy |
+3,462
| New | +$253K | 0.04% | 220 |
|
Other funds holding D
Clearstead Advisors's D Position: Q2 2026 in Review
Clearstead Advisors increased its Dominion Energy (D) stake by 10% in Q2 2026, buying an estimated $224K and bringing the position to 36,707 shares worth $2.51M. The position accounts for 0.02% of the portfolio, ranked #346.
Clearstead Advisors first reported a position in D in Q4 2018 and has held it in 31 quarters since. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.
- Clearstead Advisors held 36,707 shares of Dominion Energy worth $2.51M as of Q2 2026.
- Clearstead Advisors bought 3,446 Dominion Energy shares in Q2 2026, an estimated $224K.
- Dominion Energy made up 0.02% of Clearstead Advisors's portfolio in Q2 2026, its #346 holding.
- Clearstead Advisors first reported a position in Dominion Energy in Q4 2018 and has held it in 31 quarters since.
- 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.
Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.