IFG 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
Q2
$382K Buy
+5,597
New +$364K 0.01% 675
2026
Q1
Sell
-6,087
Closed -$357K 437
2025
Q4
$357K Buy
6,087
+561
+10% +$33.8K 0.02% 593
2025
Q3
$338K Buy
5,526
+14
+0.3% +$832 0.02% 604
2025
Q2
$312K Buy
5,512
+17
+0.3% +$931 0.02% 599
2025
Q1
$308K Buy
5,495
+18
+0.3% +$990 0.02% 556
2024
Q4
$295K Buy
+5,477
New +$312K 0.02% 540
2024
Q3
Sell
-5,543
Closed -$272K 431
2024
Q2
$272K Buy
+5,543
New +$282K 0.02% 532
2024
Q1
Sell
-5,962
Closed -$280K 412
2023
Q4
$280K Sell
5,962
-501
-8% -$22.4K 0.02% 484
2023
Q3
$289K Buy
+6,463
New +$321K 0.02% 445
2023
Q2
Sell
-7,315
Closed -$409K 352
2023
Q1
$409K Buy
7,315
+191
+3% +$11.2K 0.04% 356
2022
Q4
$436K Sell
7,124
-70
-1% -$4.4K 0.04% 334
2022
Q3
$497K Sell
7,194
-832
-10% -$67.2K 0.05% 315
2022
Q2
$640K Sell
8,026
-486
-6% -$40.1K 0.07% 256
2022
Q1
$723K Sell
8,512
-459
-5% -$36.9K 0.07% 246
2021
Q4
$704K Sell
8,971
-1,088
-11% -$81.9K 0.07% 245
2021
Q3
$734K Buy
10,059
+466
+5% +$35.5K 0.08% 226
2021
Q2
$705K Sell
9,593
-2,469
-20% -$191K 0.08% 237
2021
Q1
$916K Sell
12,062
-1,130
-9% -$82.1K 0.11% 203
2020
Q4
$992K Sell
13,192
-151
-1% -$12K 0.14% 170
2020
Q3
$1.05M Buy
13,343
+132
+1% +$10.4K 0.17% 137
2020
Q2
$1.07M Buy
13,211
+5
+0% +$401 0.19% 123
2020
Q1
$953K Sell
13,206
-10,470
-44% -$855K 0.21% 112
2019
Q4
$1.96M Buy
23,676
+154
+0.7% +$12.6K 0.36% 78
2019
Q3
$1.91M Buy
23,522
+1,523
+7% +$118K 0.37% 77
2019
Q2
$1.7M Buy
21,999
+283
+1% +$21.6K 0.3% 71
2019
Q1
$1.66M Buy
21,716
+6,294
+41% +$460K 0.32% 67
2018
Q4
$1.1M Buy
15,422
+2,465
+19% +$180K 0.26% 90
2018
Q3
$910K Buy
12,957
+2,165
+20% +$153K 0.17% 128
2018
Q2
$735K Buy
10,792
+3,942
+58% +$257K 0.15% 141
2018
Q1
$461K Buy
6,850
+893
+15% +$65.9K 0.1% 193
2017
Q4
$482K Buy
+5,957
New +$483K 0.11% 182

Other funds holding D

IFG Advisory's D Position: Q2 2026 in Review

IFG Advisory opened a new position in Dominion Energy (D) in Q2 2026: 5,597 shares worth $382K. The stake represents 0.01% of the portfolio and ranks #675 among its holdings. This is a return to the name: IFG Advisory previously reported a position in D as recently as Q4 2025.

IFG Advisory first reported a position in D in Q4 2017 and has held it in 31 quarters since. The position peaked at $1.96M in Q4 2019. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • IFG Advisory held 5,597 shares of Dominion Energy worth $382K as of Q2 2026.
  • Dominion Energy was a new IFG Advisory position in Q2 2026.
  • Dominion Energy made up 0.01% of IFG Advisory's portfolio in Q2 2026, its #675 holding.
  • IFG Advisory first reported a position in Dominion Energy in Q4 2017 and has held it in 31 quarters since.
  • IFG Advisory's Dominion Energy position peaked at $1.96M in Q4 2019.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.