Flagship Wealth Advisors’s Dominion Energy D Stock Holding History

Flagship 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	$20.3K	Sell	360 -400	-53%	-$24.7K	0.01%	252
2025 Q4	$44.5K	Hold	760	–	–	0.01%	229
2025 Q3	$46.5K	Buy	760 +400	+111%	+$23.8K	0.02%	225
2025 Q2	$20.3K	Hold	360	–	–	0.01%	268
2025 Q1	$20.2K	Hold	360	–	–	0.01%	257
2024 Q4	$19.4K	Buy	+360	New	+$20.5K	0.01%	250

Other funds holding D

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Flagship Wealth Advisors reduced its Dominion Energy (D) stake by 53% in Q1 2026, selling an estimated $24.7K and leaving 360 shares worth $20.3K. The position accounts for 0.01% of the portfolio, ranked #252.

Flagship Wealth Advisors first reported a position in D in Q4 2024 and has held it in 6 quarters since. The position peaked at $46.5K in Q3 2025. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

Flagship Wealth Advisors held 360 shares of Dominion Energy worth $20.3K as of Q1 2026.
Flagship Wealth Advisors sold 400 Dominion Energy shares in Q1 2026, an estimated $24.7K.
Dominion Energy made up 0.01% of Flagship Wealth Advisors's portfolio in Q1 2026, its #252 holding.
Flagship Wealth Advisors first reported a position in Dominion Energy in Q4 2024 and has held it in 6 quarters since.
Flagship Wealth Advisors's Dominion Energy position peaked at $46.5K in Q3 2025.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.