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Foundations Investment Advisors’s Dominion Energy D Stock Holding History

Foundations Investment 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 		$591K Sell
9,564
-320
-3% -$19.8K 0.01% 663
2025
Q4 		$579K Buy
9,884
+1,179
+14% +$71K 0.01% 661
2025
Q3 		$532K Sell
8,705
-6,332
-42% -$376K 0.01% 635
2025
Q2 		$850K Buy
15,037
+4,296
+40% +$235K 0.01% 467
2025
Q1 		$602K Sell
10,741
-1,022
-9% -$56.2K 0.01% 528
2024
Q4 		$634K Buy
11,763
+365
+3% +$20.8K 0.01% 491
2024
Q3 		$659K Buy
11,398
+1,262
+12% +$68.9K 0.01% 447
2024
Q2 		$497K Buy
10,136
+1,024
+11% +$52.2K 0.01% 497
2024
Q1 		$448K Sell
9,112
-565
-6% -$26.4K 0.01% 488
2023
Q4 		$452K Buy
9,677
+936
+11% +$41.8K 0.01% 459
2023
Q3 		$390K Sell
8,741
-1,387
-14% -$68.9K 0.01% 450
2023
Q2 		$525K Sell
10,128
-6,160
-38% -$335K 0.02% 356
2023
Q1 		$911K Buy
16,288
+723
+5% +$42.3K 0.03% 250
2022
Q4 		$954K Buy
15,565
+4,935
+46% +$310K 0.04% 204
2022
Q3 		$735K Buy
10,630
+4,233
+66% +$342K 0.03% 202
2022
Q2 		$512K Buy
6,397
+2,076
+48% +$171K 0.02% 222
2022
Q1 		$378K Buy
4,321
+242
+6% +$19.4K 0.01% 232
2021
Q4 		$324K Buy
4,079
+930
+30% +$70K 0.01% 265
2021
Q3 		$229K Buy
+3,149
New +$240K 0.01% 283
2020
Q1 		– Sell
-2,578
Closed -$212K – 120
2019
Q4 		$212K Sell
2,578
-1,130
-30% -$92.3K 0.03% 122
2019
Q3 		$295K Buy
3,708
+851
+30% +$65.8K 0.04% 105
2019
Q2 		$223K Buy
+2,857
New +$218K 0.03% 112

Other funds holding D

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Foundations Investment Advisors's D Position: Q1 2026 in Review

Foundations Investment Advisors reduced its Dominion Energy (D) stake by 3.2% in Q1 2026, selling an estimated $19.8K and leaving 9,564 shares worth $591K. The position accounts for 0.01% of the portfolio, ranked #663.

Foundations Investment Advisors first reported a position in D in Q2 2019 and has held it in 22 quarters since. The position peaked at $954K in Q4 2022. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Foundations Investment Advisors held 9,564 shares of Dominion Energy worth $591K as of Q1 2026.
  • Foundations Investment Advisors sold 320 Dominion Energy shares in Q1 2026, an estimated $19.8K.
  • Dominion Energy made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #663 holding.
  • Foundations Investment Advisors first reported a position in Dominion Energy in Q2 2019 and has held it in 22 quarters since.
  • Foundations Investment Advisors's Dominion Energy position peaked at $954K in Q4 2022.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.