HBK Sorce Advisory’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $782K | Sell |
12,628
-967
| -7% | -$59.7K | 0.02% | 287 |
|
|
2025
Q4 | $847K | Buy |
13,595
+3,033
| +29% | +$183K | 0.02% | 259 |
|
|
2025
Q3 | $652K | Buy |
10,562
+1,875
| +22% | +$111K | 0.02% | 303 |
|
|
2025
Q2 | $491K | Sell |
8,687
-463
| -5% | -$25.4K | 0.01% | 344 |
|
|
2025
Q1 | $513K | Buy |
9,150
+311
| +4% | +$17.1K | 0.02% | 332 |
|
|
2024
Q4 | $476K | Buy |
8,839
+283
| +3% | +$16.1K | 0.01% | 351 |
|
|
2024
Q3 | $494K | Sell |
8,556
-1,702
| -17% | -$93K | 0.02% | 337 |
|
|
2024
Q2 | $503K | Buy |
10,258
+276
| +3% | +$14.1K | 0.02% | 329 |
|
|
2024
Q1 | $491K | Buy |
9,982
+702
| +8% | +$32.8K | 0.02% | 343 |
|
|
2023
Q4 | $436K | Sell |
9,280
-3,169
| -25% | -$141K | 0.02% | 345 |
|
|
2023
Q3 | $556K | Buy |
12,449
+540
| +5% | +$26.8K | 0.02% | 289 |
|
|
2023
Q2 | $617K | Sell |
11,909
-298
| -2% | -$16.2K | 0.03% | 283 |
|
|
2023
Q1 | $682K | Sell |
12,207
-11,009
| -47% | -$644K | 0.03% | 272 |
|
|
2022
Q4 | $1.42M | Buy |
23,216
+11,270
| +94% | +$708K | 0.04% | 229 |
|
|
2022
Q3 | $826K | Buy |
11,946
+945
| +9% | +$76.3K | 0.06% | 188 |
|
|
2022
Q2 | $878K | Sell |
11,001
-1,722
| -14% | -$142K | 0.06% | 172 |
|
|
2022
Q1 | $1.08M | Sell |
12,723
-781
| -6% | -$62.7K | 0.06% | 193 |
|
|
2021
Q4 | $1.06M | Sell |
13,504
-633
| -4% | -$47.6K | 0.05% | 208 |
|
|
2021
Q3 | $1.03M | Sell |
14,137
-10
| -0.1% | -$763 | 0.06% | 203 |
|
|
2021
Q2 | $1.04M | Sell |
14,147
-797
| -5% | -$61.5K | 0.06% | 195 |
|
|
2021
Q1 | $1.14M | Sell |
14,944
-404
| -3% | -$29.3K | 0.07% | 179 |
|
|
2020
Q4 | $1.15M | Sell |
15,348
-523
| -3% | -$41.5K | 0.07% | 177 |
|
|
2020
Q3 | $1.25M | Buy |
15,871
+70
| +0.4% | +$5.5K | 0.09% | 145 |
|
|
2020
Q2 | $1.28M | Buy |
15,801
+163
| +1% | +$13.1K | 0.09% | 138 |
|
|
2020
Q1 | $1.13M | Buy |
15,638
+271
| +2% | +$22.1K | 0.11% | 126 |
|
|
2019
Q4 | $1.27M | Buy |
15,367
+315
| +2% | +$25.7K | 0.11% | 143 |
|
|
2019
Q3 | $1.22M | Buy |
15,052
+47
| +0.3% | +$3.63K | 0.12% | 132 |
|
|
2019
Q2 | $1.16M | Buy |
15,005
+671
| +5% | +$51.1K | 0.11% | 139 |
|
|
2019
Q1 | $1.1M | Buy |
14,334
+780
| +6% | +$57K | 0.11% | 140 |
|
|
2018
Q4 | $969K | Buy |
13,554
+368
| +3% | +$26.9K | 0.11% | 144 |
|
|
2018
Q3 | $927K | Buy |
13,186
+1,922
| +17% | +$136K | 0.1% | 138 |
|
|
2018
Q2 | $768K | Sell |
11,264
-1,156
| -9% | -$75.3K | 0.09% | 160 |
|
|
2018
Q1 | $837K | Buy |
12,420
+1,089
| +10% | +$80.4K | 0.11% | 143 |
|
|
2017
Q4 | $918K | Sell |
11,331
-604
| -5% | -$48.9K | 0.11% | 139 |
|
|
2017
Q3 | $918K | Sell |
11,935
-196
| -2% | -$15.2K | 0.14% | 108 |
|
|
2017
Q2 | $930K | Buy |
12,131
+776
| +7% | +$61K | 0.15% | 101 |
|
|
2017
Q1 | $881K | Buy |
11,355
+93
| +0.8% | +$7.04K | 0.15% | 98 |
|
|
2016
Q4 | $863K | Buy |
11,262
+691
| +7% | +$50.9K | 0.16% | 103 |
|
|
2016
Q3 | $785K | Buy |
10,571
+1,142
| +12% | +$87K | 0.16% | 96 |
|
|
2016
Q2 | $735K | Buy |
9,429
+1,150
| +14% | +$83.4K | 0.16% | 100 |
|
|
2016
Q1 | $622K | Sell |
8,279
-110
| -1% | -$7.78K | 0.15% | 104 |
|
|
2015
Q4 | $567K | Sell |
8,389
-157
| -2% | -$10.8K | 0.15% | 103 |
|
|
2015
Q3 | $601K | Sell |
8,546
-298
| -3% | -$20.9K | 0.2% | 82 |
|
|
2015
Q2 | $591K | Sell |
8,844
-2
| -0% | -$141 | 0.2% | 85 |
|
|
2015
Q1 | $627K | Buy |
8,846
+527
| +6% | +$39.1K | 0.21% | 76 |
|
|
2014
Q4 | $640K | Sell |
8,319
-725
| -8% | -$52.5K | 0.22% | 81 |
|
|
2014
Q3 | $625K | Sell |
9,044
-1,432
| -14% | -$98.9K | 0.23% | 66 |
|
|
2014
Q2 | $749K | Buy |
10,476
+94
| +0.9% | +$6.59K | 0.26% | 59 |
|
|
2014
Q1 | $737K | Buy |
10,382
+1,967
| +23% | +$134K | 0.27% | 58 |
|
|
2013
Q4 | $544K | Buy |
8,415
+3
| +0% | +$193 | 0.2% | 73 |
|
|
2013
Q3 | $526K | Sell |
8,412
-8,056
| -49% | -$478K | 0.22% | 69 |
|
|
2013
Q2 | $936K | Buy |
+16,468
| New | +$965K | 0.2% | 80 |
|
Other funds holding D
VCM
VPM
HBK Sorce Advisory's D Position: Q1 2026 in Review
HBK Sorce Advisory reduced its Dominion Energy (D) stake by 7.1% in Q1 2026, selling an estimated $59.7K and leaving 12,628 shares worth $782K. The position accounts for 0.02% of the portfolio, ranked #287.
HBK Sorce Advisory first reported a position in D in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.42M in Q4 2022. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.
- HBK Sorce Advisory held 12,628 shares of Dominion Energy worth $782K as of Q1 2026.
- HBK Sorce Advisory sold 967 Dominion Energy shares in Q1 2026, an estimated $59.7K.
- Dominion Energy made up 0.02% of HBK Sorce Advisory's portfolio in Q1 2026, its #287 holding.
- HBK Sorce Advisory first reported a position in Dominion Energy in Q2 2013 and has held it in 52 quarters since.
- HBK Sorce Advisory's Dominion Energy position peaked at $1.42M in Q4 2022.
- 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.
Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.