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Exencial Wealth Advisors’s Dominion Energy D Stock Holding History

Exencial 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
Q1 		$960K Sell
15,533
-56
-0.4% -$3.46K 0.03% 300
2025
Q4 		$913K Buy
15,589
+256
+2% +$15.4K 0.03% 311
2025
Q3 		$938K Buy
15,333
+1,194
+8% +$71K 0.03% 297
2025
Q2 		$799K Sell
14,139
-1,036
-7% -$56.8K 0.03% 308
2025
Q1 		$851K Sell
15,175
-343
-2% -$18.9K 0.03% 297
2024
Q4 		$836K Sell
15,518
-288
-2% -$16.4K 0.03% 305
2024
Q3 		$913K Sell
15,806
-686
-4% -$37.5K 0.03% 291
2024
Q2 		$808K Sell
16,492
-1,227
-7% -$62.5K 0.03% 296
2024
Q1 		$872K Sell
17,719
-409
-2% -$19.1K 0.03% 291
2023
Q4 		$852K Sell
18,128
-2,767
-13% -$124K 0.03% 279
2023
Q3 		$933K Sell
20,895
-3,817
-15% -$190K 0.05% 238
2023
Q2 		$1.28M Sell
24,712
-454
-2% -$24.7K 0.06% 219
2023
Q1 		$1.41M Sell
25,166
-1,702
-6% -$99.6K 0.07% 197
2022
Q4 		$1.65M Sell
26,868
-236
-0.9% -$14.8K 0.09% 184
2022
Q3 		$1.87M Sell
27,104
-2,480
-8% -$200K 0.11% 165
2022
Q2 		$2.36M Buy
29,584
+177
+0.6% +$14.6K 0.13% 161
2022
Q1 		$2.5M Buy
29,407
+1,514
+5% +$122K 0.13% 169
2021
Q4 		$2.19M Buy
27,893
+2,092
+8% +$157K 0.11% 183
2021
Q3 		$1.88M Buy
25,801
+63
+0.2% +$4.8K 0.08% 152
2021
Q2 		$1.89M Buy
25,738
+2,041
+9% +$158K 0.1% 179
2021
Q1 		$1.8M Sell
23,697
-2,319
-9% -$168K 0.11% 177
2020
Q4 		$1.96M Sell
26,016
-27,958
-52% -$2.22M 0.13% 154
2020
Q3 		$4.26M Buy
53,974
+26,164
+94% +$2.06M 0.23% 122
2020
Q2 		$2.26M Buy
+27,810
New +$2.23M 0.2% 130

Other funds holding D

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

Exencial Wealth Advisors's D Position: Q1 2026 in Review

Exencial Wealth Advisors reduced its Dominion Energy (D) stake by 0.36% in Q1 2026, selling an estimated $3.46K and leaving 15,533 shares worth $960K. The position accounts for 0.03% of the portfolio, ranked #300.

Exencial Wealth Advisors first reported a position in D in Q2 2020 and has held it in 24 quarters since. The position peaked at $4.26M in Q3 2020. 1,486 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Exencial Wealth Advisors held 15,533 shares of Dominion Energy worth $960K as of Q1 2026.
  • Exencial Wealth Advisors sold 56 Dominion Energy shares in Q1 2026, an estimated $3.46K.
  • Dominion Energy made up 0.03% of Exencial Wealth Advisors's portfolio in Q1 2026, its #300 holding.
  • Exencial Wealth Advisors first reported a position in Dominion Energy in Q2 2020 and has held it in 24 quarters since.
  • Exencial Wealth Advisors's Dominion Energy position peaked at $4.26M in Q3 2020.
  • 1,486 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.