IFP Advisors’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 | $1.74M | Sell |
25,484
-2,129
| -8% | -$138K | 0.03% | 537 |
|
|
2026
Q1 | $1.71M | Sell |
27,613
-1,584
| -5% | -$97.8K | 0.04% | 513 |
|
|
2025
Q4 | $1.71M | Buy |
29,197
+19,333
| +196% | +$1.16M | 0.04% | 460 |
|
|
2025
Q3 | $603K | Sell |
9,864
-6,849
| -41% | -$407K | 0.02% | 790 |
|
|
2025
Q2 | $945K | Sell |
16,713
-401
| -2% | -$22K | 0.03% | 600 |
|
|
2025
Q1 | $960K | Buy |
17,114
+11,570
| +209% | +$636K | 0.03% | 565 |
|
|
2024
Q4 | $299K | Sell |
5,544
-16
| -0.3% | -$913 | 0.01% | 944 |
|
|
2024
Q3 | $321K | Buy |
5,560
+142
| +3% | +$7.76K | 0.01% | 871 |
|
|
2024
Q2 | $265K | Sell |
5,418
-1,181
| -18% | -$60.2K | 0.01% | 894 |
|
|
2024
Q1 | $325K | Sell |
6,599
-632
| -9% | -$29.5K | 0.01% | 764 |
|
|
2023
Q4 | $340K | Sell |
7,231
-288
| -4% | -$12.9K | 0.02% | 720 |
|
|
2023
Q3 | $336K | Sell |
7,519
-7,890
| -51% | -$392K | 0.02% | 735 |
|
|
2023
Q2 | $798K | Sell |
15,409
-2,840
| -16% | -$154K | 0.03% | 498 |
|
|
2023
Q1 | $1.41M | Sell |
18,249
-41,425
| -69% | -$2.42M | 0.06% | 302 |
|
|
2022
Q4 | $4.64M | Buy |
59,674
+3,581
| +6% | +$225K | 0.12% | 159 |
|
|
2022
Q3 | $4.37M | Buy |
56,093
+7,033
| +14% | +$568K | 0.11% | 180 |
|
|
2022
Q2 | $3.83M | Hold |
49,060
| – | – | 0.12% | 182 |
|
|
2022
Q1 | $3.83M | Buy |
49,060
+31,359
| +177% | +$2.52M | 0.12% | 182 |
|
|
2021
Q4 | $1.4M | Buy |
17,701
+890
| +5% | +$67K | 0.03% | 333 |
|
|
2021
Q3 | $1.23M | Buy |
16,811
+3,363
| +25% | +$256K | 0.02% | 355 |
|
|
2021
Q2 | $987K | Buy |
13,448
+743
| +6% | +$57.3K | 0.02% | 381 |
|
|
2021
Q1 | $957K | Sell |
12,705
-1,698
| -12% | -$123K | 0.02% | 367 |
|
|
2020
Q4 | $1.08M | Buy |
14,403
+478
| +3% | +$38K | 0.04% | 328 |
|
|
2020
Q3 | $1.1M | Sell |
13,925
-2,247
| -14% | -$177K | 0.07% | 273 |
|
|
2020
Q2 | $1.3M | Buy |
16,172
+4,079
| +34% | +$327K | 0.1% | 209 |
|
|
2020
Q1 | $871K | Sell |
12,093
-766
| -6% | -$62.5K | 0.09% | 233 |
|
|
2019
Q4 | $1.05M | Sell |
12,859
-896
| -7% | -$73.2K | 0.08% | 267 |
|
|
2019
Q3 | $1.11M | Buy |
+13,755
| New | +$1.06M | 0.07% | 279 |
|
|
2019
Q1 | $381K | Sell |
4,915
-12,921
| -72% | -$944K | 0.05% | 336 |
|
|
2018
Q4 | $1.31M | Sell |
17,836
-2,420
| -12% | -$177K | 0.08% | 276 |
|
|
2018
Q3 | $1.42M | Buy |
20,256
+1,192
| +6% | +$84.4K | 0.06% | 337 |
|
|
2018
Q2 | $1.3M | Sell |
19,064
-2,208
| -10% | -$144K | 0.05% | 341 |
|
|
2018
Q1 | $1.72M | Hold |
21,272
| – | – | 0.08% | 262 |
|
|
2017
Q4 | $1.72M | Sell |
21,272
-20,337
| -49% | -$1.65M | 0.08% | 262 |
|
|
2017
Q3 | $3.2M | Buy |
41,609
+414
| +1% | +$32.2K | 0.13% | 182 |
|
|
2017
Q2 | $3.16M | Sell |
41,195
-1,025
| -2% | -$80.6K | 0.13% | 172 |
|
|
2017
Q1 | $3.27M | Buy |
42,220
+577
| +1% | +$43.6K | 0.14% | 159 |
|
|
2016
Q4 | $3.19M | Buy |
41,643
+2,035
| +5% | +$150K | 0.15% | 150 |
|
|
2016
Q3 | $2.94M | Sell |
39,608
-1,087
| -3% | -$82.8K | 0.15% | 140 |
|
|
2016
Q2 | $3.17M | Buy |
40,695
+35,780
| +728% | +$2.6M | 0.18% | 116 |
|
|
2016
Q1 | $381K | Sell |
4,915
-33,375
| -87% | -$2.36M | 0.05% | 336 |
|
|
2015
Q4 | $2.59M | Buy |
+38,290
| New | +$2.64M | 0.17% | 121 |
|
Other funds holding D
IFP Advisors's D Position: Q2 2026 in Review
IFP Advisors reduced its Dominion Energy (D) stake by 7.7% in Q2 2026, selling an estimated $138K and leaving 25,484 shares worth $1.74M. The position accounts for 0.03% of the portfolio, ranked #537.
IFP Advisors first reported a position in D in Q4 2015 and has held it in 42 quarters since. The position peaked at $4.64M in Q4 2022. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.
- IFP Advisors held 25,484 shares of Dominion Energy worth $1.74M as of Q2 2026.
- IFP Advisors sold 2,129 Dominion Energy shares in Q2 2026, an estimated $138K.
- Dominion Energy made up 0.03% of IFP Advisors's portfolio in Q2 2026, its #537 holding.
- IFP Advisors first reported a position in Dominion Energy in Q4 2015 and has held it in 42 quarters since.
- IFP Advisors's Dominion Energy position peaked at $4.64M in Q4 2022.
- 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.