Fiducient Advisors’s Dominion Energy D Stock Holding History

Fiducient 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	$207K	Buy	+3,032	New	+$197K	0.03%	148
2023 Q2	–	Sell	-3,631	Closed	-$203K	–	53
2023 Q1	$203K	Hold	3,631	–	–	0.07%	48
2022 Q4	$223K	Hold	3,631	–	–	0.07%	170
2022 Q3	$251K	Hold	3,631	–	–	0.12%	50
2022 Q2	$290K	Hold	3,631	–	–	0.11%	71
2022 Q1	$309K	Hold	3,631	–	–	0.12%	51
2021 Q4	$285K	Hold	3,631	–	–	0.09%	48
2021 Q3	$265K	Sell	3,631 -275	-7%	-$21K	0.08%	83
2021 Q2	$287K	Sell	3,906 -120	-3%	-$9.26K	0.09%	60
2021 Q1	$306K	Sell	4,026 -345	-8%	-$25.1K	0.1%	58
2020 Q4	$329K	Hold	4,371	–	–	0.12%	53
2020 Q3	$345K	Hold	4,371	–	–	0.19%	15
2020 Q2	$355K	Sell	4,371 -200	-4%	-$16K	0.21%	15
2020 Q1	$330K	Hold	4,571	–	–	0.19%	17
2019 Q4	$379K	Hold	4,571	–	–	0.21%	15
2019 Q3	$370K	Hold	4,571	–	–	0.21%	15
2019 Q2	$353K	Hold	4,571	–	–	0.21%	16
2019 Q1	$350K	Hold	4,571	–	–	0.17%	19
2018 Q4	$327K	Sell	4,571 -38	-0.8%	-$2.78K	0.19%	20
2018 Q3	$324K	Buy	4,609 +1	+0%	+$71	0.16%	18
2018 Q2	$314K	Sell	4,608 -550	-11%	-$35.8K	0.16%	18
2018 Q1	$348K	Buy	+5,158	New	+$381K	0.18%	18

Other funds holding D

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fiducient Advisors's D Position: Q2 2026 in Review

Fiducient Advisors opened a new position in Dominion Energy (D) in Q2 2026: 3,032 shares worth $207K. The stake represents 0.03% of the portfolio and ranks #148 among its holdings. This is a return to the name: Fiducient Advisors previously reported a position in D as recently as Q1 2023.

Fiducient Advisors first reported a position in D in Q1 2018 and has held it in 22 quarters since. The position peaked at $379K in Q4 2019. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

Fiducient Advisors held 3,032 shares of Dominion Energy worth $207K as of Q2 2026.
Dominion Energy was a new Fiducient Advisors position in Q2 2026.
Dominion Energy made up 0.03% of Fiducient Advisors's portfolio in Q2 2026, its #148 holding.
Fiducient Advisors first reported a position in Dominion Energy in Q1 2018 and has held it in 22 quarters since.
Fiducient Advisors's Dominion Energy position peaked at $379K in Q4 2019.
1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Fiducient Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.