EWA
D icon

EverSource Wealth Advisors’s Dominion Energy D Stock Holding History

EverSource Wealth 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 		$265K Sell
3,886
-3,004
-44% -$195K 0.01% 867
2026
Q1 		$426K Buy
6,890
+438
+7% +$27.1K 0.01% 672
2025
Q4 		$378K Sell
6,452
-356
-5% -$21.4K 0.01% 644
2025
Q3 		$416K Buy
6,808
+235
+4% +$14K 0.02% 573
2025
Q2 		$372K Sell
6,573
-12,534
-66% -$687K 0.02% 570
2025
Q1 		$1.07M Buy
19,107
+1,047
+6% +$57.6K 0.06% 229
2024
Q4 		$973K Sell
18,060
-1,014
-5% -$57.8K 0.05% 249
2024
Q3 		$1.1M Buy
19,074
+83
+0.4% +$4.54K 0.07% 205
2024
Q2 		$1.02M Buy
18,991
+8,974
+90% +$457K 0.07% 213
2024
Q1 		$511K Buy
10,017
+7,047
+237% +$329K 0.04% 264
2023
Q4 		$140K Buy
2,970
+975
+49% +$43.5K 0.01% 527
2023
Q3 		$89.1K Buy
1,995
+203
+11% +$10.1K 0.01% 609
2023
Q2 		$92.8K Buy
1,792
+479
+36% +$26K 0.01% 606
2023
Q1 		$73.4K Sell
1,313
-766
-37% -$44.8K 0.01% 649
2022
Q4 		$127K Buy
2,079
+903
+77% +$56.7K 0.02% 443
2022
Q3 		$81K Buy
1,176
+451
+62% +$36.4K 0.02% 496
2022
Q2 		$59K Buy
725
+83
+13% +$6.85K 0.02% 568
2022
Q1 		$55K Sell
642
-117
-15% -$9.4K 0.01% 452
2021
Q4 		$59K Buy
+759
New +$57.1K 0.02% 393

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

EverSource Wealth Advisors's D Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Dominion Energy (D) stake by 44% in Q2 2026, selling an estimated $195K and leaving 3,886 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #867.

EverSource Wealth Advisors first reported a position in D in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.1M in Q3 2024. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • EverSource Wealth Advisors held 3,886 shares of Dominion Energy worth $265K as of Q2 2026.
  • EverSource Wealth Advisors sold 3,004 Dominion Energy shares in Q2 2026, an estimated $195K.
  • Dominion Energy made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #867 holding.
  • EverSource Wealth Advisors first reported a position in Dominion Energy in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Dominion Energy position peaked at $1.1M in Q3 2024.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.