Continuum Advisory’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
Q1
$348K Buy
5,622
+577
+11% +$35.6K 0.03% 340
2025
Q4
$296K Buy
5,045
+216
+4% +$13K 0.03% 369
2025
Q3
$295K Buy
4,829
+566
+13% +$33.6K 0.03% 361
2025
Q2
$241K Buy
4,263
+395
+10% +$21.6K 0.03% 377
2025
Q1
$217K Sell
3,868
-20
-0.5% -$1.1K 0.03% 376
2024
Q4
$209K Sell
3,888
-400
-9% -$22.8K 0.03% 382
2024
Q3
$241K Sell
4,288
-353
-8% -$19.3K 0.03% 366
2024
Q2
$227K Sell
4,641
-278
-6% -$14.2K 0.03% 353
2024
Q1
$260K Sell
4,919
-2,727
-36% -$127K 0.04% 334
2023
Q4
$359K Sell
7,646
-2,404
-24% -$107K 0.05% 341
2023
Q3
$449K Buy
10,050
+354
+4% +$17.6K 0.07% 291
2023
Q2
$502K Sell
9,696
-3,041
-24% -$165K 0.08% 276
2023
Q1
$712K Buy
12,737
+815
+7% +$47.7K 0.12% 200
2022
Q4
$731K Buy
11,922
+1,514
+15% +$95.1K 0.13% 184
2022
Q3
$719K Sell
10,408
-134
-1% -$10.8K 0.13% 184
2022
Q2
$841K Buy
10,542
+2,783
+36% +$230K 0.15% 165
2022
Q1
$633K Buy
7,759
+4,068
+110% +$327K 0.12% 209
2021
Q4
$290K Sell
3,691
-45
-1% -$3.39K 0.07% 251
2021
Q3
$273K Buy
3,736
+210
+6% +$16K 0.07% 238
2021
Q2
$259K Buy
+3,526
New +$272K 0.08% 230
2019
Q1
Sell
-3,675
Closed -$263K 137
2018
Q4
$263K Sell
3,675
-546
-13% -$39.9K 0.19% 121
2018
Q3
$296K Sell
4,221
-192
-4% -$13.6K 0.2% 110
2018
Q2
$301K Sell
4,413
-189
-4% -$12.3K 0.22% 103
2018
Q1
$310K Sell
4,602
-3,883
-46% -$287K 0.26% 101
2017
Q4
$688K Buy
8,485
+413
+5% +$33.5K 0.53% 40
2017
Q3
$621K Buy
8,072
+2,258
+39% +$176K 0.54% 47
2017
Q2
$446K Buy
5,814
+612
+12% +$48.1K 0.44% 59
2017
Q1
$404K Buy
+5,202
New +$394K 0.49% 56

Other funds holding D

Continuum Advisory's D Position: Q1 2026 in Review

Continuum Advisory increased its Dominion Energy (D) stake by 11% in Q1 2026, buying an estimated $35.6K and bringing the position to 5,622 shares worth $348K. The position accounts for 0.03% of the portfolio, ranked #340.

Continuum Advisory first reported a position in D in Q1 2017 and has held it in 28 quarters since. The position peaked at $841K in Q2 2022. 1,476 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Continuum Advisory held 5,622 shares of Dominion Energy worth $348K as of Q1 2026.
  • Continuum Advisory bought 577 Dominion Energy shares in Q1 2026, an estimated $35.6K.
  • Dominion Energy made up 0.03% of Continuum Advisory's portfolio in Q1 2026, its #340 holding.
  • Continuum Advisory first reported a position in Dominion Energy in Q1 2017 and has held it in 28 quarters since.
  • Continuum Advisory's Dominion Energy position peaked at $841K in Q2 2022.
  • 1,476 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.