Covestor
D icon

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
Q3 		$21K Buy
340
+15
+5% +$1.01K 0.01% 1093
2026
Q2 		$22K Buy
325
+17
+6% +$1.1K 0.01% 1138
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% -$3.8K 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

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Covestor's D Position: Q3 2026 in Review

Covestor increased its Dominion Energy (D) stake by 4.6% in Q3 2026, buying an estimated $1.01K and bringing the position to 340 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #1093.

Covestor first reported a position in D in Q4 2021 and has held it in 20 quarters since. The position peaked at $189K in Q2 2022. 1,285 funds tracked by Wall St. Rank hold D as of Q3 2026.

  • Covestor held 340 shares of Dominion Energy worth $21K as of Q3 2026.
  • Covestor bought 15 Dominion Energy shares in Q3 2026, an estimated $1.01K.
  • Dominion Energy made up 0.01% of Covestor's portfolio in Q3 2026, its #1093 holding.
  • Covestor first reported a position in Dominion Energy in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Dominion Energy position peaked at $189K in Q2 2022.
  • 1,285 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.