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Focus Partners Advisor Solutions’s Dominion Energy D Stock Holding History

Focus Partners Advisor Solutions’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 		$825K Buy
+12,077
New +$785K 0.01% 636
2025
Q4 		– Sell
-15,766
Closed -$962K – 1133
2025
Q3 		$962K Sell
15,766
-2,192
-12% -$130K 0.01% 541
2025
Q2 		$1.01M Buy
17,958
+2,293
+15% +$126K 0.01% 435
2025
Q1 		$878K Buy
15,665
+5,757
+58% +$317K 0.01% 415
2024
Q4 		$534K Sell
9,908
-4,657
-32% -$266K 0.01% 459
2024
Q3 		$842K Buy
14,565
+2,727
+23% +$149K 0.02% 318
2024
Q2 		$580K Sell
11,838
-1,519
-11% -$77.4K 0.02% 340
2024
Q1 		$657K Buy
13,357
+8,118
+155% +$379K 0.02% 307
2023
Q4 		$246K Sell
5,239
-2,828
-35% -$126K 0.01% 365
2023
Q3 		$360K Buy
8,067
+2,466
+44% +$122K 0.02% 315
2023
Q2 		$290K Sell
5,601
-671
-11% -$36.5K 0.02% 299
2023
Q1 		$351K Sell
6,272
-1,107
-15% -$64.8K 0.02% 253
2022
Q4 		$453K Sell
7,379
-4,169
-36% -$262K 0.04% 204
2022
Q3 		$798K Sell
11,548
-2,321
-17% -$187K 0.05% 176
2022
Q2 		$1.11M Buy
13,869
+11,126
+406% +$919K 0.09% 103
2022
Q1 		$234K Sell
2,743
-3,478
-56% -$279K 0.02% 285
2021
Q4 		$488K Buy
+6,221
New +$468K 0.1% 71

Other funds holding D

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

Focus Partners Advisor Solutions's D Position: Q2 2026 in Review

Focus Partners Advisor Solutions opened a new position in Dominion Energy (D) in Q2 2026: 12,077 shares worth $825K. The stake represents 0.01% of the portfolio and ranks #636 among its holdings. This is a return to the name: Focus Partners Advisor Solutions previously reported a position in D as recently as Q3 2025.

Focus Partners Advisor Solutions first reported a position in D in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.11M in Q2 2022. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Focus Partners Advisor Solutions held 12,077 shares of Dominion Energy worth $825K as of Q2 2026.
  • Dominion Energy was a new Focus Partners Advisor Solutions position in Q2 2026.
  • Dominion Energy made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #636 holding.
  • Focus Partners Advisor Solutions first reported a position in Dominion Energy in Q4 2021 and has held it in 17 quarters since.
  • Focus Partners Advisor Solutions's Dominion Energy position peaked at $1.11M in Q2 2022.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.