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Covestor’s Dominion Energy D Stock Holding History

Covestor’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 		$19K Sell
308
-140
-31% -$8.65K 0.01% 1128
2025
Q4 		$26K Sell
448
-9
-2% -$542 0.01% 1161
2025
Q3 		$28K Sell
457
-64
-12% -$3.81K 0.02% 1149
2025
Q2 		$29K Sell
521
-160
-23% -$8.77K 0.02% 1107
2025
Q1 		$39K Sell
681
-823
-55% -$45.3K 0.03% 935
2024
Q4 		$81K Buy
1,504
+217
+17% +$12.4K 0.05% 640
2024
Q3 		$74K Hold
1,287
– – 0.05% 691
2024
Q2 		$63K Sell
1,287
-363
-22% -$18.5K 0.04% 747
2024
Q1 		$81K Buy
1,650
+1,019
+161% +$47.6K 0.05% 656
2023
Q4 		$30K Buy
631
+247
+64% +$11K 0.02% 1049
2023
Q3 		$17K Sell
384
-8
-2% -$397 0.01% 1177
2023
Q2 		$20K Sell
392
-4
-1% -$217 0.02% 1130
2023
Q1 		$22K Buy
396
+3
+0.8% +$176 0.02% 965
2022
Q4 		$24K Sell
393
-3
-0.8% -$188 0.02% 975
2022
Q3 		$27K Sell
396
-1,970
-83% -$159K 0.02% 916
2022
Q2 		$189K Buy
2,366
+1,972
+501% +$163K 0.15% 126
2022
Q1 		$34K Buy
394
+131
+50% +$10.5K 0.02% 920
2021
Q4 		$21K Buy
+263
New +$19.8K 0.03% 845

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

Covestor's D Position: Q1 2026 in Review

Covestor reduced its Dominion Energy (D) stake by 31% in Q1 2026, selling an estimated $8.65K and leaving 308 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #1128.

Covestor first reported a position in D in Q4 2021 and has held it in 18 quarters since. The position peaked at $189K in Q2 2022. 1,476 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Covestor held 308 shares of Dominion Energy worth $19K as of Q1 2026.
  • Covestor sold 140 Dominion Energy shares in Q1 2026, an estimated $8.65K.
  • Dominion Energy made up 0.01% of Covestor's portfolio in Q1 2026, its #1128 holding.
  • Covestor first reported a position in Dominion Energy in Q4 2021 and has held it in 18 quarters since.
  • Covestor's Dominion Energy position peaked at $189K in Q2 2022.
  • 1,476 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.