CA
D icon

Clearstead Advisors’s Dominion Energy D Stock Holding History

Clearstead Advisors’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 		$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 Sell
3,750
-4,624
-55% -$206K 0.01% 473
2023
Q3 		$374K Buy
8,374
+4,963
+145% +$246K 0.01% 450
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

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

Clearstead Advisors's D Position: Q1 2026 in Review

Clearstead Advisors reduced its Dominion Energy (D) stake by 19% in Q1 2026, selling an estimated $495K and leaving 33,261 shares worth $2.06M. The position accounts for 0.02% of the portfolio, ranked #360.

Clearstead Advisors first reported a position in D in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.49M in Q3 2025. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Clearstead Advisors held 33,261 shares of Dominion Energy worth $2.06M as of Q1 2026.
  • Clearstead Advisors sold 8,019 Dominion Energy shares in Q1 2026, an estimated $495K.
  • Dominion Energy made up 0.02% of Clearstead Advisors's portfolio in Q1 2026, its #360 holding.
  • Clearstead Advisors first reported a position in Dominion Energy in Q4 2018 and has held it in 30 quarters since.
  • Clearstead Advisors's Dominion Energy position peaked at $2.49M in Q3 2025.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.