Dynamic Advisor Solutions’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 | $3.52M | Buy |
51,485
+48,171
| +1,454% | +$3.13M | 0.1% | 216 |
|
|
2026
Q1 | $205K | Sell |
3,314
-135
| -4% | -$8.34K | 0.01% | 914 |
|
|
2025
Q4 | $202K | Sell |
3,449
-2,094
| -38% | -$126K | 0.01% | 899 |
|
|
2025
Q3 | $339K | Sell |
5,543
-313
| -5% | -$18.6K | 0.01% | 738 |
|
|
2025
Q2 | $331K | Sell |
5,856
-166
| -3% | -$9.1K | 0.01% | 716 |
|
|
2025
Q1 | $338K | Buy |
6,022
+193
| +3% | +$10.6K | 0.01% | 671 |
|
|
2024
Q4 | $314K | Sell |
5,829
-108
| -2% | -$6.16K | 0.01% | 521 |
|
|
2024
Q3 | $343K | Sell |
5,937
-491
| -8% | -$26.8K | 0.01% | 711 |
|
|
2024
Q2 | $315K | Buy |
6,428
+491
| +8% | +$25K | 0.01% | 750 |
|
|
2024
Q1 | $292K | Buy |
5,937
+323
| +6% | +$15.1K | 0.01% | 768 |
|
|
2023
Q4 | $275K | Buy |
5,614
+88
| +2% | +$3.93K | 0.01% | 745 |
|
|
2023
Q3 | $247K | Buy |
5,526
+122
| +2% | +$6.06K | 0.01% | 714 |
|
|
2023
Q2 | $280K | Sell |
5,404
-1,416
| -21% | -$77K | 0.01% | 648 |
|
|
2023
Q1 | $381K | Sell |
6,820
-402
| -6% | -$23.5K | 0.02% | 538 |
|
|
2022
Q4 | $443K | Buy |
7,222
+1,973
| +38% | +$124K | 0.03% | 474 |
|
|
2022
Q3 | $363K | Buy |
5,249
+454
| +9% | +$36.6K | 0.03% | 472 |
|
|
2022
Q2 | $383K | Sell |
4,795
-69
| -1% | -$5.7K | 0.03% | 467 |
|
|
2022
Q1 | $413K | Buy |
4,864
+254
| +6% | +$20.4K | 0.03% | 473 |
|
|
2021
Q4 | $362K | Buy |
4,610
+414
| +10% | +$31.2K | 0.03% | 512 |
|
|
2021
Q3 | $306K | Buy |
4,196
+470
| +13% | +$35.8K | 0.02% | 570 |
|
|
2021
Q2 | $274K | Buy |
3,726
+294
| +9% | +$22.7K | 0.02% | 570 |
|
|
2021
Q1 | $261K | Buy |
3,432
+233
| +7% | +$16.9K | 0.02% | 530 |
|
|
2020
Q4 | $241K | Buy |
3,199
+650
| +26% | +$51.6K | 0.02% | 546 |
|
|
2020
Q3 | $201K | Buy |
2,549
+63
| +3% | +$4.95K | 0.02% | 527 |
|
|
2020
Q2 | $202K | Buy |
+2,486
| New | +$199K | 0.03% | 479 |
|
|
2019
Q4 | – | Sell |
-2,613
| Closed | -$212K | – | 576 |
|
|
2019
Q3 | $212K | Buy |
+2,613
| New | +$202K | 0.03% | 457 |
|
|
2018
Q4 | – | Sell |
-6,326
| Closed | -$445K | – | 408 |
|
|
2018
Q3 | $445K | Buy |
6,326
+98
| +2% | +$6.94K | 0.09% | 234 |
|
|
2018
Q2 | $424K | Buy |
6,228
+2,446
| +65% | +$159K | 0.1% | 240 |
|
|
2018
Q1 | $255K | Buy |
+3,782
| New | +$279K | 0.07% | 287 |
|
Other funds holding D
Dynamic Advisor Solutions's D Position: Q2 2026 in Review
Dynamic Advisor Solutions increased its Dominion Energy (D) stake by 1,454% in Q2 2026, buying an estimated $3.13M and bringing the position to 51,485 shares worth $3.52M. The position accounts for 0.1% of the portfolio, ranked #216.
Dynamic Advisor Solutions first reported a position in D in Q1 2018 and has held it in 29 quarters since. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.
- Dynamic Advisor Solutions held 51,485 shares of Dominion Energy worth $3.52M as of Q2 2026.
- Dynamic Advisor Solutions bought 48,171 Dominion Energy shares in Q2 2026, an estimated $3.13M.
- Dominion Energy made up 0.1% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #216 holding.
- Dynamic Advisor Solutions first reported a position in Dominion Energy in Q1 2018 and has held it in 29 quarters since.
- 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.
Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.