Cornerstone Advisors’s Dominion Energy D Stock Holding History

Cornerstone 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
2025 Q3	–	Sell	-1,700	Closed	-$96.1K	–	246
2025 Q2	$96.1K	Hold	1,700	–	–	﹤0.01%	266
2025 Q1	$95.3K	Sell	1,700 -36,000	-95%	-$1.98M	﹤0.01%	260
2024 Q4	$2.03M	Hold	37,700	–	–	0.08%	175
2024 Q3	$2.18M	Hold	37,700	–	–	0.09%	178
2024 Q2	$1.85M	Sell	37,700 -11,200	-23%	-$571K	0.08%	192
2024 Q1	$2.41M	Hold	48,900	–	–	0.1%	196
2023 Q4	$2.3M	Sell	48,900 -6,000	-11%	-$268K	0.1%	194
2023 Q3	$2.45M	Sell	54,900 -2,700	-5%	-$134K	0.11%	180
2023 Q2	$2.98M	Buy	+57,600	New	+$3.13M	0.14%	156
2023 Q1	–	Sell	-3,300	Closed	-$202K	–	184
2022 Q4	$202K	Hold	3,300	–	–	0.01%	181
2022 Q3	$228K	Buy	+3,300	New	+$266K	0.01%	194
2021 Q1	–	Sell	-30,000	Closed	-$2.26M	–	184
2020 Q4	$2.26M	Sell	30,000 -18,000	-38%	-$1.43M	0.2%	111
2020 Q3	$3.79M	Sell	48,000 -10,000	-17%	-$786K	0.34%	73
2020 Q2	$4.71M	Buy	58,000 +5,000	+9%	+$401K	0.44%	55
2020 Q1	$3.83M	Hold	53,000	–	–	0.42%	61
2019 Q4	$4.39M	Buy	+53,000	New	+$4.33M	0.36%	81
2019 Q1	$3.45M	Hold	45,000	–	–	0.28%	99
2018 Q4	$3.22M	Hold	45,000	–	–	0.28%	95
2018 Q3	$3.16M	Buy	+45,000	New	+$3.19M	0.23%	121
2017 Q3	–	Sell	-17,000	Closed	-$1.3M	–	259
2017 Q2	$1.3M	Buy	17,000 +4,000	+31%	+$314K	0.24%	109
2017 Q1	$1.01M	Hold	13,000	–	–	0.18%	125
2016 Q4	$996K	Hold	13,000	–	–	0.18%	133
2016 Q3	$966K	Hold	13,000	–	–	0.25%	106
2016 Q2	$1.01M	Hold	13,000	–	–	0.25%	107
2016 Q1	$977K	Hold	13,000	–	–	0.24%	113
2015 Q4	$879K	Buy	13,000 +10,000	+333%	+$691K	0.2%	132
2015 Q3	$211K	Buy	+3,000	New	+$211K	0.05%	226

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cornerstone Advisors's D Position: Q3 2025 in Review

Cornerstone Advisors sold out of Dominion Energy (D) in Q3 2025, closing a stake of 1,700 shares — an estimated $96.1K sold.

Cornerstone Advisors first reported a position in D in Q3 2015 and held it in 27 quarters. The position peaked at $4.71M in Q2 2020. 1,412 funds tracked by Wall St. Rank hold D as of Q3 2025.

Cornerstone Advisors reported no remaining Dominion Energy position as of Q3 2025 after selling out during the quarter.
Cornerstone Advisors sold 1,700 Dominion Energy shares in Q3 2025, an estimated $96.1K.
Cornerstone Advisors first reported a position in Dominion Energy in Q3 2015 and held it in 27 quarters.
Cornerstone Advisors's Dominion Energy position peaked at $4.71M in Q2 2020.
1,412 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2025.

Based on Cornerstone Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.