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D.A. Davidson & Co’s Dominion Energy D Stock Holding History

D.A. Davidson & Co’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 		$6.38M Buy
103,237
+29,382
+40% +$1.81M 0.04% 339
2025
Q4 		$4.33M Buy
73,855
+11,616
+19% +$700K 0.03% 421
2025
Q3 		$3.81M Buy
62,239
+5,295
+9% +$315K 0.02% 446
2025
Q2 		$3.22M Buy
56,944
+259
+0.5% +$14.2K 0.02% 461
2025
Q1 		$3.18M Sell
56,685
-766
-1% -$42.1K 0.03% 432
2024
Q4 		$3.09M Buy
57,451
+1,825
+3% +$104K 0.03% 432
2024
Q3 		$3.21M Buy
55,626
+898
+2% +$49.1K 0.03% 427
2024
Q2 		$2.68M Buy
54,728
+24,061
+78% +$1.23M 0.02% 453
2024
Q1 		$1.51M Sell
30,667
-6,932
-18% -$324K 0.01% 609
2023
Q4 		$1.77M Sell
37,599
-6,971
-16% -$311K 0.02% 532
2023
Q3 		$1.99M Sell
44,570
-7,362
-14% -$366K 0.02% 483
2023
Q2 		$2.69M Buy
51,932
+474
+0.9% +$25.8K 0.03% 407
2023
Q1 		$2.87M Buy
51,458
+8,371
+19% +$490K 0.03% 382
2022
Q4 		$2.65M Buy
43,087
+8,258
+24% +$519K 0.03% 382
2022
Q3 		$2.43M Sell
34,829
-24
-0.1% -$1.94K 0.03% 376
2022
Q2 		$2.78M Sell
34,853
-401
-1% -$33.1K 0.03% 350
2022
Q1 		$3M Buy
35,254
+1,315
+4% +$106K 0.03% 370
2021
Q4 		$2.67M Buy
33,939
+2,073
+7% +$156K 0.03% 395
2021
Q3 		$2.33M Buy
31,866
+108
+0.3% +$8.23K 0.03% 400
2021
Q2 		$2.34M Sell
31,758
-127
-0.4% -$9.8K 0.03% 406
2021
Q1 		$2.42M Buy
31,885
+579
+2% +$42.1K 0.03% 365
2020
Q4 		$2.34M Sell
31,306
-1,492
-5% -$119K 0.04% 323
2020
Q3 		$2.59M Sell
32,798
-2,981
-8% -$234K 0.05% 274
2020
Q2 		$2.9M Buy
35,779
+103
+0.3% +$8.26K 0.05% 236
2020
Q1 		$2.63M Buy
35,676
+2,952
+9% +$241K 0.05% 264
2019
Q4 		$2.71M Buy
32,724
+924
+3% +$75.5K 0.04% 309
2019
Q3 		$2.58M Buy
31,800
+956
+3% +$73.9K 0.05% 297
2019
Q2 		$2.38M Sell
30,844
-133
-0.4% -$10.1K 0.04% 302
2019
Q1 		$2.37M Buy
30,977
+12,180
+65% +$890K 0.04% 330
2018
Q4 		$1.34M Buy
18,797
+3,390
+22% +$248K 0.03% 414
2018
Q3 		$1.08M Buy
15,407
+1,147
+8% +$81.2K 0.02% 488
2018
Q2 		$972K Sell
14,260
-1,571
-10% -$102K 0.02% 504
2018
Q1 		$1.07M Buy
15,831
+179
+1% +$13.2K 0.02% 458
2017
Q4 		$1.27M Buy
15,652
+1,081
+7% +$87.6K 0.03% 410
2017
Q3 		$1.12M Buy
14,571
+34
+0.2% +$2.64K 0.02% 473
2017
Q2 		$1.11M Buy
14,537
+2,861
+25% +$225K 0.03% 431
2017
Q1 		$905K Buy
11,676
+139
+1% +$10.5K 0.02% 463
2016
Q4 		$883K Sell
11,537
-198
-2% -$14.6K 0.02% 498
2016
Q3 		$871K Buy
11,735
+907
+8% +$69.1K 0.02% 492
2016
Q2 		$843K Sell
10,828
-275
-2% -$20K 0.02% 429
2016
Q1 		$834K Sell
11,103
-103
-0.9% -$7.29K 0.03% 419
2015
Q4 		$757K Sell
11,206
-536
-5% -$37K 0.02% 444
2015
Q3 		$826K Buy
11,742
+650
+6% +$45.7K 0.03% 420
2015
Q2 		$741K Sell
11,092
-489
-4% -$34.4K 0.02% 468
2015
Q1 		$820K Sell
11,581
-300
-3% -$22.3K 0.03% 452
2014
Q4 		$913K Buy
11,881
+751
+7% +$54.4K 0.03% 431
2014
Q3 		$768K Sell
11,130
-120
-1% -$8.29K 0.03% 472
2014
Q2 		$804K Buy
11,250
+470
+4% +$33K 0.03% 475
2014
Q1 		$765K Sell
10,780
-2,650
-20% -$181K 0.03% 486
2013
Q4 		$868K Buy
13,430
+2,650
+25% +$171K 0.03% 441
2013
Q3 		$673K Hold
10,780
– – 0.03% 431
2013
Q2 		$612K Buy
+10,780
New +$632K 0.03% 429

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

D.A. Davidson & Co's D Position: Q1 2026 in Review

D.A. Davidson & Co increased its Dominion Energy (D) stake by 40% in Q1 2026, buying an estimated $1.81M and bringing the position to 103,237 shares worth $6.38M. The position accounts for 0.04% of the portfolio, ranked #339.

D.A. Davidson & Co first reported a position in D in Q2 2013 and has held it in 52 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • D.A. Davidson & Co held 103,237 shares of Dominion Energy worth $6.38M as of Q1 2026.
  • D.A. Davidson & Co bought 29,382 Dominion Energy shares in Q1 2026, an estimated $1.81M.
  • Dominion Energy made up 0.04% of D.A. Davidson & Co's portfolio in Q1 2026, its #339 holding.
  • D.A. Davidson & Co first reported a position in Dominion Energy in Q2 2013 and has held it in 52 quarters since.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.