Insigneo Advisory Services’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
$752K Buy
12,168
+1,730
+17% +$107K 0.05% 267
2025
Q4
$612K Sell
10,438
-119
-1% -$7.17K 0.04% 317
2025
Q3
$646K Sell
10,557
-149
-1% -$8.86K 0.05% 301
2025
Q2
$605K Buy
10,706
+1,867
+21% +$102K 0.05% 293
2025
Q1
$496K Buy
8,839
+116
+1% +$6.38K 0.05% 310
2024
Q4
$470K Sell
8,723
-692
-7% -$39.5K 0.05% 311
2024
Q3
$544K Sell
9,415
-786
-8% -$42.9K 0.05% 295
2024
Q2
$551K Sell
10,201
-1,062
-9% -$54.1K 0.06% 266
2024
Q1
$554K Sell
11,263
-1,383
-11% -$64.6K 0.07% 246
2023
Q4
$594K Buy
12,646
+904
+8% +$40.4K 0.08% 212
2023
Q3
$525K Buy
11,742
+840
+8% +$41.7K 0.11% 181
2023
Q2
$565K Buy
10,902
+4,890
+81% +$266K 0.11% 172
2023
Q1
$336K Buy
6,012
+351
+6% +$20.5K 0.11% 190
2022
Q4
$347K Buy
+5,661
New +$356K 0.13% 169

Other funds holding D

Insigneo Advisory Services's D Position: Q1 2026 in Review

Insigneo Advisory Services increased its Dominion Energy (D) stake by 17% in Q1 2026, buying an estimated $107K and bringing the position to 12,168 shares worth $752K. The position accounts for 0.05% of the portfolio, ranked #267.

Insigneo Advisory Services first reported a position in D in Q4 2022 and has held it in 14 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Insigneo Advisory Services held 12,168 shares of Dominion Energy worth $752K as of Q1 2026.
  • Insigneo Advisory Services bought 1,730 Dominion Energy shares in Q1 2026, an estimated $107K.
  • Dominion Energy made up 0.05% of Insigneo Advisory Services's portfolio in Q1 2026, its #267 holding.
  • Insigneo Advisory Services first reported a position in Dominion Energy in Q4 2022 and has held it in 14 quarters since.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.