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Independent Financial Group’s Dominion Energy D Stock Holding History

Independent Financial Group’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
Q2 		$357K Buy
5,222
+386
+8% +$25.1K 0.01% 1147
2026
Q1 		$299K Sell
4,836
-180
-4% -$11.1K 0.01% 1161
2025
Q4 		$294K Buy
5,016
+21
+0.4% +$1.26K 0.01% 1161
2025
Q3 		$306K Buy
4,995
+257
+5% +$15.3K 0.01% 1085
2025
Q2 		$268K Buy
4,738
+270
+6% +$14.8K 0.01% 1086
2025
Q1 		$251K Buy
+4,468
New +$246K 0.01% 1010
2024
Q4 		– Sell
-3,799
Closed -$220K – 1176
2024
Q3 		$220K Sell
3,799
-1,262
-25% -$68.9K 0.01% 1024
2024
Q2 		$248K Sell
5,061
-218
-4% -$11.1K 0.01% 929
2024
Q1 		$260K Sell
5,279
-1,299
-20% -$60.7K 0.01% 847
2023
Q4 		$309K Sell
6,578
-1,007
-13% -$45K 0.02% 711
2023
Q3 		$339K Buy
7,585
+3,403
+81% +$169K 0.02% 612
2023
Q2 		$217K Sell
4,182
-222
-5% -$12.1K 0.01% 789
2023
Q1 		$246K Buy
4,404
+596
+16% +$34.9K 0.02% 697
2022
Q4 		$234K Buy
3,808
+384
+11% +$24.1K 0.02% 667
2022
Q3 		$237K Sell
3,424
-781
-19% -$63K 0.02% 612
2022
Q2 		$336K Sell
4,205
-496
-11% -$41K 0.04% 470
2022
Q1 		$400K Sell
4,701
-204
-4% -$16.4K 0.03% 501
2021
Q4 		$385K Sell
4,905
-2,414
-33% -$182K 0.03% 501
2021
Q3 		$534K Buy
7,319
+193
+3% +$14.7K 0.05% 344
2021
Q2 		$524K Buy
7,126
+84
+1% +$6.48K 0.06% 354
2021
Q1 		$535K Sell
7,042
-1,584
-18% -$115K 0.07% 320
2020
Q4 		$649K Buy
8,626
+4,135
+92% +$329K 0.1% 244
2020
Q3 		$354K Buy
4,491
+515
+13% +$40.5K 0.07% 314
2020
Q2 		$323K Buy
3,976
+1,059
+36% +$84.9K 0.07% 301
2020
Q1 		$211K Buy
+2,917
New +$238K 0.06% 324

Other funds holding D

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Independent Financial Group's D Position: Q2 2026 in Review

Independent Financial Group increased its Dominion Energy (D) stake by 8% in Q2 2026, buying an estimated $25.1K and bringing the position to 5,222 shares worth $357K. The position accounts for 0.01% of the portfolio, ranked #1147.

Independent Financial Group first reported a position in D in Q1 2020 and has held it in 25 quarters since. The position peaked at $649K in Q4 2020. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Independent Financial Group held 5,222 shares of Dominion Energy worth $357K as of Q2 2026.
  • Independent Financial Group bought 386 Dominion Energy shares in Q2 2026, an estimated $25.1K.
  • Dominion Energy made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1147 holding.
  • Independent Financial Group first reported a position in Dominion Energy in Q1 2020 and has held it in 25 quarters since.
  • Independent Financial Group's Dominion Energy position peaked at $649K in Q4 2020.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.