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Compass Ion Advisors’s Dominion Energy D Stock Holding History

Compass Ion 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
Q2 		$340K Sell
4,972
-184
-4% -$12K 0.03% 233
2026
Q1 		$319K Buy
5,156
+14
+0.3% +$865 0.03% 220
2025
Q4 		$301K Buy
5,142
+15
+0.3% +$904 0.03% 217
2025
Q3 		$314K Buy
5,127
+15
+0.3% +$892 0.03% 222
2025
Q2 		$289K Sell
5,112
-9
-0.2% -$493 0.03% 219
2025
Q1 		$287K Sell
5,121
-142
-3% -$7.81K 0.03% 212
2024
Q4 		$283K Buy
5,263
+10
+0.2% +$570 0.03% 212
2024
Q3 		$304K Sell
5,253
-273
-5% -$14.9K 0.04% 206
2024
Q2 		$272K Hold
5,526
– – 0.04% 196
2024
Q1 		$272K Sell
5,526
-834
-13% -$39K 0.04% 196
2023
Q4 		$299K Sell
6,360
-848
-12% -$37.9K 0.05% 188
2023
Q3 		$322K Buy
+7,208
New +$358K 0.06% 169

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

Compass Ion Advisors's D Position: Q2 2026 in Review

Compass Ion Advisors reduced its Dominion Energy (D) stake by 3.6% in Q2 2026, selling an estimated $12K and leaving 4,972 shares worth $340K. The position accounts for 0.03% of the portfolio, ranked #233.

Compass Ion Advisors first reported a position in D in Q3 2023 and has held it in 12 quarters since. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Compass Ion Advisors held 4,972 shares of Dominion Energy worth $340K as of Q2 2026.
  • Compass Ion Advisors sold 184 Dominion Energy shares in Q2 2026, an estimated $12K.
  • Dominion Energy made up 0.03% of Compass Ion Advisors's portfolio in Q2 2026, its #233 holding.
  • Compass Ion Advisors first reported a position in Dominion Energy in Q3 2023 and has held it in 12 quarters since.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Compass Ion Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.