Farther Finance Advisors’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
$3.47M Sell
50,751
-1,094
-2% -$71.1K 0.03% 521
2026
Q1
$3.22M Sell
51,845
-641
-1% -$39.6K 0.03% 478
2025
Q4
$3.08M Buy
52,486
+25,010
+91% +$1.51M 0.03% 447
2025
Q3
$1.68M Buy
27,476
+14,509
+112% +$863K 0.03% 517
2025
Q2
$733K Buy
12,967
+878
+7% +$48.1K 0.01% 729
2025
Q1
$680K Buy
12,089
+6,462
+115% +$355K 0.02% 650
2024
Q4
$303K Sell
5,627
-368
-6% -$21K 0.01% 802
2024
Q3
$346K Buy
5,995
+841
+16% +$45.9K 0.01% 754
2024
Q2
$247K Buy
5,154
+665
+15% +$33.9K 0.01% 753
2024
Q1
$221K Buy
4,489
+365
+9% +$17.1K 0.01% 656
2023
Q4
$194K Buy
4,124
+2,321
+129% +$104K 0.01% 560
2023
Q3
$80.5K Buy
1,803
+701
+64% +$34.8K 0.01% 631
2023
Q2
$57.1K Buy
1,102
+542
+97% +$29.5K 0.01% 629
2023
Q1
$31.3K Buy
560
+271
+94% +$15.9K 0.01% 757
2022
Q4
$17.7K Buy
+289
New +$18.1K 0.01% 775

Other funds holding D

Farther Finance Advisors's D Position: Q2 2026 in Review

Farther Finance Advisors reduced its Dominion Energy (D) stake by 2.1% in Q2 2026, selling an estimated $71.1K and leaving 50,751 shares worth $3.47M. The position accounts for 0.03% of the portfolio, ranked #521.

Farther Finance Advisors first reported a position in D in Q4 2022 and has held it in 15 quarters since. 353 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Farther Finance Advisors held 50,751 shares of Dominion Energy worth $3.47M as of Q2 2026.
  • Farther Finance Advisors sold 1,094 Dominion Energy shares in Q2 2026, an estimated $71.1K.
  • Dominion Energy made up 0.03% of Farther Finance Advisors's portfolio in Q2 2026, its #521 holding.
  • Farther Finance Advisors first reported a position in Dominion Energy in Q4 2022 and has held it in 15 quarters since.
  • 353 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.