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Cornerstone Advisory’s Dominion Energy D Stock Holding History

Cornerstone Advisory’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 		$467K Buy
6,840
+163
+2% +$10.6K 0.04% 170
2026
Q1 		$413K Buy
6,677
+105
+2% +$6.49K 0.04% 174
2025
Q4 		$385K Sell
6,572
-428
-6% -$25.8K 0.04% 174
2025
Q3 		$428K Buy
7,000
+85
+1% +$5.05K 0.04% 162
2025
Q2 		$391K Sell
6,915
-461
-6% -$25.3K 0.04% 164
2025
Q1 		$403K Buy
7,376
+297
+4% +$16.3K 0.05% 156
2024
Q4 		$394K Sell
7,079
-394
-5% -$22.5K 0.04% 163
2024
Q3 		$432K Buy
7,473
+71
+1% +$3.88K 0.06% 142
2024
Q2 		$363K Sell
7,402
-211
-3% -$10.8K 0.05% 148
2024
Q1 		$374K Buy
7,613
+145
+2% +$6.77K 0.05% 164
2023
Q4 		$351K Sell
7,468
-4,068
-35% -$182K 0.05% 169
2023
Q3 		$515K Sell
11,536
-1,165
-9% -$57.8K 0.09% 124
2023
Q2 		$658K Sell
12,701
-40
-0.3% -$2.17K 0.12% 114
2023
Q1 		$712K Sell
12,741
-300
-2% -$17.6K 0.13% 113
2022
Q4 		$800K Buy
13,041
+271
+2% +$17K 0.16% 93
2022
Q3 		$883K Buy
12,770
+100
+0.8% +$8.07K 0.2% 78
2022
Q2 		$1.01M Sell
12,670
-5,774
-31% -$477K 0.23% 69
2022
Q1 		$1.57M Buy
18,444
+6,296
+52% +$506K 0.24% 72
2021
Q4 		$954K Sell
12,148
-398
-3% -$29.9K 0.14% 115
2021
Q3 		$916K Sell
12,546
-92
-0.7% -$7.01K 0.15% 108
2021
Q2 		$930K Buy
12,638
+710
+6% +$54.8K 0.16% 103
2021
Q1 		$906K Sell
11,928
-3,127
-21% -$227K 0.17% 105
2020
Q4 		$1.13M Sell
15,055
-431
-3% -$34.2K 0.23% 83
2020
Q3 		$1.22M Buy
15,486
+3,760
+32% +$295K 0.29% 68
2020
Q2 		$951K Buy
11,726
+1,576
+16% +$126K 0.25% 75
2020
Q1 		$733K Buy
10,150
+458
+5% +$37.4K 0.22% 73
2019
Q4 		$803K Buy
9,692
+773
+9% +$63.2K 0.17% 83
2019
Q3 		$723K Sell
8,919
-341
-4% -$26.4K 0.16% 87
2019
Q2 		$716K Buy
9,260
+4
+0% +$305 0.16% 85
2019
Q1 		$710K Buy
9,256
+3,885
+72% +$284K 0.16% 87
2018
Q4 		$384K Buy
5,371
+333
+7% +$24.3K 0.1% 108
2018
Q3 		$354K Sell
5,038
-1,407
-22% -$99.6K 0.11% 116
2018
Q2 		$439K Sell
6,445
-42
-0.6% -$2.73K 0.14% 99
2018
Q1 		$437K Hold
6,487
– – 0.16% 98
2017
Q4 		$526K Sell
6,487
-47
-0.7% -$3.81K 0.18% 93
2017
Q3 		$503K Sell
6,534
-3,117
-32% -$242K 0.17% 94
2017
Q2 		$739K Hold
9,651
– – 0.25% 69
2017
Q1 		$749K Buy
9,651
+2,674
+38% +$202K 0.38% 41
2016
Q4 		$534K Buy
6,977
+3,882
+125% +$286K 0.4% 42
2016
Q3 		$230K Buy
+3,095
New +$236K 0.19% 74

Other funds holding D

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cornerstone Advisory's D Position: Q2 2026 in Review

Cornerstone Advisory increased its Dominion Energy (D) stake by 2.4% in Q2 2026, buying an estimated $10.6K and bringing the position to 6,840 shares worth $467K. The position accounts for 0.04% of the portfolio, ranked #170.

Cornerstone Advisory first reported a position in D in Q3 2016 and has held it in 40 quarters since. The position peaked at $1.57M in Q1 2022. 607 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Cornerstone Advisory held 6,840 shares of Dominion Energy worth $467K as of Q2 2026.
  • Cornerstone Advisory bought 163 Dominion Energy shares in Q2 2026, an estimated $10.6K.
  • Dominion Energy made up 0.04% of Cornerstone Advisory's portfolio in Q2 2026, its #170 holding.
  • Cornerstone Advisory first reported a position in Dominion Energy in Q3 2016 and has held it in 40 quarters since.
  • Cornerstone Advisory's Dominion Energy position peaked at $1.57M in Q1 2022.
  • 607 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.