ECA
D icon

Elevated Capital Advisors’s Dominion Energy D Stock Holding History

Elevated Capital Advisors’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
Q2 		$556K Sell
8,140
-9,556
-54% -$621K 0.15% 114
2026
Q1 		$1.09M Buy
17,696
+1,590
+10% +$98.2K 0.28% 86
2025
Q4 		$944K Buy
16,106
+248
+2% +$14.9K 0.22% 115
2025
Q3 		$970K Sell
15,858
-2,222
-12% -$132K 0.24% 107
2025
Q2 		$1.01M Hold
18,080
– – 0.28% 94
2025
Q1 		$1.01M Buy
18,080
+446
+3% +$24.5K 0.28% 94
2024
Q4 		$950K Buy
17,634
+2,466
+16% +$141K 0.26% 113
2024
Q3 		$877K Sell
15,168
-422
-3% -$23.1K 0.23% 130
2024
Q2 		$764K Buy
+15,590
New +$794K 0.21% 128
2023
Q3 		– Sell
-26,607
Closed -$1.38M – 172
2023
Q2 		$1.38M Buy
26,607
+2,062
+8% +$112K 0.46% 80
2023
Q1 		$1.37M Buy
24,545
+2,085
+9% +$122K 0.49% 75
2022
Q4 		$1.38M Buy
22,460
+2,975
+15% +$187K 0.53% 64
2022
Q3 		$1.35M Buy
+19,485
New +$1.57M 0.53% 63
2022
Q1 		$1.41M Buy
+16,623
New +$1.34M 0.47% 72
2021
Q3 		$1M Buy
+13,752
New +$1.05M 0.35% 90
2021
Q1 		$900K Buy
11,232
+871
+8% +$63.3K 0.35% 96
2020
Q4 		$779K Sell
10,361
-641
-6% -$50.9K 0.34% 100
2020
Q3 		$944K Sell
11,002
-390
-3% -$30.6K 0.44% 76
2020
Q2 		$907K Buy
+11,392
New +$914K 0.43% 86
2019
Q4 		$407K Buy
+4,911
New +$401K 0.45% 65
2019
Q1 		$881K Buy
+11,046
New +$807K 0.58% 51

Other funds holding D

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Elevated Capital Advisors's D Position: Q2 2026 in Review

Elevated Capital Advisors reduced its Dominion Energy (D) stake by 54% in Q2 2026, selling an estimated $621K and leaving 8,140 shares worth $556K. The position accounts for 0.15% of the portfolio, ranked #114.

Elevated Capital Advisors first reported a position in D in Q1 2019 and has held it in 21 quarters since. The position peaked at $1.41M in Q1 2022. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Elevated Capital Advisors held 8,140 shares of Dominion Energy worth $556K as of Q2 2026.
  • Elevated Capital Advisors sold 9,556 Dominion Energy shares in Q2 2026, an estimated $621K.
  • Dominion Energy made up 0.15% of Elevated Capital Advisors's portfolio in Q2 2026, its #114 holding.
  • Elevated Capital Advisors first reported a position in Dominion Energy in Q1 2019 and has held it in 21 quarters since.
  • Elevated Capital Advisors's Dominion Energy position peaked at $1.41M in Q1 2022.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.