Independent Advisor Alliance’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 | $4.25M | Sell |
62,268
-6,002
| -9% | -$390K | 0.1% | 149 |
|
|
2026
Q1 | $4.22M | Sell |
68,270
-8,537
| -11% | -$527K | 0.05% | 354 |
|
|
2025
Q4 | $4.5M | Buy |
76,807
+3,611
| +5% | +$218K | 0.11% | 148 |
|
|
2025
Q3 | $4.48M | Buy |
73,196
+3,881
| +6% | +$231K | 0.12% | 152 |
|
|
2025
Q2 | $3.92M | Sell |
69,315
-3,461
| -5% | -$190K | 0.11% | 156 |
|
|
2025
Q1 | $4.08M | Buy |
72,776
+688
| +1% | +$37.8K | 0.13% | 136 |
|
|
2024
Q4 | $3.88M | Buy |
72,088
+4,624
| +7% | +$264K | 0.05% | 332 |
|
|
2024
Q3 | $3.9M | Buy |
67,464
+6,078
| +10% | +$332K | 0.14% | 125 |
|
|
2024
Q2 | $3.01M | Sell |
61,386
-2,049
| -3% | -$104K | 0.1% | 162 |
|
|
2024
Q1 | $3.12M | Buy |
63,435
+931
| +1% | +$43.5K | 0.11% | 163 |
|
|
2023
Q4 | $2.94M | Buy |
62,504
+10,730
| +21% | +$479K | 0.11% | 160 |
|
|
2023
Q3 | $2.31M | Buy |
51,774
+1,190
| +2% | +$59.1K | 0.1% | 177 |
|
|
2023
Q2 | $2.62M | Buy |
50,584
+3,054
| +6% | +$166K | 0.12% | 161 |
|
|
2023
Q1 | $2.66M | Sell |
47,530
-4,530
| -9% | -$265K | 0.13% | 147 |
|
|
2022
Q4 | $3.19K | Sell |
52,060
-7,365
| -12% | -$463K | ﹤0.01% | 211 |
|
|
2022
Q3 | $4.11M | Buy |
59,425
+2,456
| +4% | +$198K | 0.24% | 90 |
|
|
2022
Q2 | $4.55M | Sell |
56,969
-3,988
| -7% | -$329K | 0.25% | 91 |
|
|
2022
Q1 | $5.18M | Sell |
60,957
-2,964
| -5% | -$238K | 0.25% | 84 |
|
|
2021
Q4 | $5.02M | Sell |
63,921
-725
| -1% | -$54.6K | 0.25% | 85 |
|
|
2021
Q3 | $4.72M | Buy |
64,646
+2,754
| +4% | +$210K | 0.26% | 87 |
|
|
2021
Q2 | $4.55M | Buy |
61,892
+513
| +0.8% | +$39.6K | 0.25% | 99 |
|
|
2021
Q1 | $4.66M | Sell |
61,379
-8,759
| -12% | -$636K | 0.28% | 89 |
|
|
2020
Q4 | $5.28M | Sell |
70,138
-166
| -0.2% | -$13.2K | 0.36% | 71 |
|
|
2020
Q3 | $5.56M | Buy |
70,304
+597
| +0.9% | +$46.9K | 0.42% | 64 |
|
|
2020
Q2 | $5.66M | Buy |
69,707
+5,136
| +8% | +$412K | 0.61% | 33 |
|
|
2020
Q1 | $4.66M | Sell |
64,571
-4,411
| -6% | -$360K | 0.68% | 31 |
|
|
2019
Q4 | $5.71M | Buy |
68,982
+2,003
| +3% | +$164K | 0.25% | 89 |
|
|
2019
Q3 | $5.42M | Buy |
66,979
+7,421
| +12% | +$574K | 0.66% | 32 |
|
|
2019
Q2 | $4.28M | Buy |
59,558
+12,113
| +26% | +$923K | 0.62% | 33 |
|
|
2019
Q1 | $3.64M | Buy |
47,445
+7,099
| +18% | +$518K | 0.51% | 46 |
|
|
2018
Q4 | $2.89M | Buy |
40,346
+123
| +0.3% | +$8.99K | 0.51% | 44 |
|
|
2018
Q3 | $2.65M | Sell |
40,223
-372
| -0.9% | -$26.3K | 0.48% | 50 |
|
|
2018
Q2 | $2.61M | Buy |
40,595
+4,427
| +12% | +$288K | 0.54% | 43 |
|
|
2018
Q1 | $2.43M | Sell |
36,168
-1,526
| -4% | -$113K | 0.54% | 43 |
|
|
2017
Q4 | $2.94M | Sell |
37,694
-372
| -1% | -$30.1K | 0.66% | 35 |
|
|
2017
Q3 | $2.92M | Buy |
38,066
+2,460
| +7% | +$191K | 0.8% | 30 |
|
|
2017
Q2 | $2.69M | Sell |
35,606
-2,166
| -6% | -$170K | 0.86% | 28 |
|
|
2017
Q1 | $2.94M | Buy |
37,772
+1,955
| +5% | +$148K | 0.47% | 63 |
|
|
2016
Q4 | $2.71M | Buy |
+35,817
| New | +$2.64M | 1.16% | 22 |
|
Other funds holding D
Independent Advisor Alliance's D Position: Q2 2026 in Review
Independent Advisor Alliance reduced its Dominion Energy (D) stake by 8.8% in Q2 2026, selling an estimated $390K and leaving 62,268 shares worth $4.25M. The position accounts for 0.1% of the portfolio, ranked #149.
Independent Advisor Alliance first reported a position in D in Q4 2016 and has held it in 39 quarters since. The position peaked at $5.71M in Q4 2019. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.
- Independent Advisor Alliance held 62,268 shares of Dominion Energy worth $4.25M as of Q2 2026.
- Independent Advisor Alliance sold 6,002 Dominion Energy shares in Q2 2026, an estimated $390K.
- Dominion Energy made up 0.1% of Independent Advisor Alliance's portfolio in Q2 2026, its #149 holding.
- Independent Advisor Alliance first reported a position in Dominion Energy in Q4 2016 and has held it in 39 quarters since.
- Independent Advisor Alliance's Dominion Energy position peaked at $5.71M in Q4 2019.
- 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.
Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.