Diversify Advisory Services’s Dominion Energy D Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.5M Buy
+21,346
New +$1.39M 0.03% 505
2026
Q1
Sell
-14,549
Closed -$889K 356
2025
Q4
$889K Buy
14,549
+1,418
+11% +$85.4K 0.03% 424
2025
Q3
$768K Buy
13,131
+730
+6% +$43.4K 0.03% 438
2025
Q2
$760K Buy
+12,401
New +$679K 0.03% 398

Other funds holding D

Diversify Advisory Services's D Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Dominion Energy (D) in Q2 2026: 21,346 shares worth $1.5M. The stake represents 0.03% of the portfolio and ranks #505 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in D as recently as Q4 2025.

Diversify Advisory Services first reported a position in D in Q2 2025 and has held it in 4 quarters since. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Diversify Advisory Services held 21,346 shares of Dominion Energy worth $1.5M as of Q2 2026.
  • Dominion Energy was a new Diversify Advisory Services position in Q2 2026.
  • Dominion Energy made up 0.03% of Diversify Advisory Services's portfolio in Q2 2026, its #505 holding.
  • Diversify Advisory Services first reported a position in Dominion Energy in Q2 2025 and has held it in 4 quarters since.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.