Financial Security Advisor’s Dominion Energy D Stock Holding History

Financial Security Advisor’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	$2.91M	Sell	42,664 -1,355	-3%	-$88.1K	0.47%	30
2026 Q1	$2.72M	Buy	44,019 +9,009	+26%	+$556K	0.5%	31
2025 Q4	$2.05M	Sell	35,010 -513	-1%	-$30.9K	0.4%	35
2025 Q3	$2.17M	Sell	35,523 -1,087	-3%	-$64.6K	0.46%	32
2025 Q2	$2.07M	Buy	36,610 +1,270	+4%	+$69.6K	0.48%	30
2025 Q1	$1.98M	Sell	35,340 -429	-1%	-$23.6K	0.5%	28
2024 Q4	$1.93M	Buy	35,769 +60	+0.2%	+$3.42K	0.49%	28
2024 Q3	$2.06M	Buy	35,709 +2,889	+9%	+$158K	0.51%	28
2024 Q2	$1.61M	Sell	32,820 -576	-2%	-$29.3K	0.54%	28
2024 Q1	$1.64M	Sell	33,396 -1,170	-3%	-$54.7K	0.57%	29
2023 Q4	$1.62M	Sell	34,566 -4,263	-11%	-$190K	0.64%	26
2023 Q3	$1.73M	Buy	+38,829	New	+$1.93M	0.8%	22

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

Financial Security Advisor's D Position: Q2 2026 in Review

Financial Security Advisor reduced its Dominion Energy (D) stake by 3.1% in Q2 2026, selling an estimated $88.1K and leaving 42,664 shares worth $2.91M. The position accounts for 0.47% of the portfolio, ranked #30.

Financial Security Advisor first reported a position in D in Q3 2023 and has held it in 12 quarters since. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

Financial Security Advisor held 42,664 shares of Dominion Energy worth $2.91M as of Q2 2026.
Financial Security Advisor sold 1,355 Dominion Energy shares in Q2 2026, an estimated $88.1K.
Dominion Energy made up 0.47% of Financial Security Advisor's portfolio in Q2 2026, its #30 holding.
Financial Security Advisor first reported a position in Dominion Energy in Q3 2023 and has held it in 12 quarters since.
1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Financial Security Advisor's 13F filing for Q2 2026, filed 11 Aug 2026.