DAS
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Diversify Advisory Services’s Dominion Energy D Stock Holding History

Diversify Advisory Services’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 		– 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

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

Diversify Advisory Services's D Position: Q1 2026 in Review

Diversify Advisory Services sold out of Dominion Energy (D) in Q1 2026, closing a stake of 14,549 shares — an estimated $889K sold.

Diversify Advisory Services first reported a position in D in Q2 2025 and held it in 3 quarters. The position peaked at $889K in Q4 2025. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Diversify Advisory Services reported no remaining Dominion Energy position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 14,549 Dominion Energy shares in Q1 2026, an estimated $889K.
  • Diversify Advisory Services first reported a position in Dominion Energy in Q2 2025 and held it in 3 quarters.
  • Diversify Advisory Services's Dominion Energy position peaked at $889K in Q4 2025.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.