JFS Wealth 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 | $28K | Sell |
410
-660
| -62% | -$42.9K | ﹤0.01% | 675 |
|
|
2026
Q1 | $66.2K | Sell |
1,070
-381
| -26% | -$23.5K | ﹤0.01% | 465 |
|
|
2025
Q4 | $85K | Buy |
1,451
+469
| +48% | +$28.3K | ﹤0.01% | 436 |
|
|
2025
Q3 | $60.1K | Buy |
982
+716
| +269% | +$42.6K | ﹤0.01% | 482 |
|
|
2025
Q2 | $15K | Sell |
266
-557
| -68% | -$30.5K | ﹤0.01% | 730 |
|
|
2025
Q1 | $46.1K | Buy |
823
+541
| +192% | +$29.8K | ﹤0.01% | 490 |
|
|
2024
Q4 | $15.2K | Sell |
282
-68
| -19% | -$3.88K | ﹤0.01% | 719 |
|
|
2024
Q3 | $20.2K | Buy |
350
+59
| +20% | +$3.22K | ﹤0.01% | 636 |
|
|
2024
Q2 | $14.3K | Buy |
291
+7
| +2% | +$357 | ﹤0.01% | 685 |
|
|
2024
Q1 | $14K | Buy |
284
+100
| +54% | +$4.67K | ﹤0.01% | 713 |
|
|
2023
Q4 | $8.65K | Buy |
184
+26
| +16% | +$1.16K | ﹤0.01% | 822 |
|
|
2023
Q3 | $7.06K | Sell |
158
-110
| -41% | -$5.46K | ﹤0.01% | 851 |
|
|
2023
Q2 | $13.9K | Sell |
268
-1,664
| -86% | -$90.5K | ﹤0.01% | 623 |
|
|
2023
Q1 | $108K | Sell |
1,932
-49
| -2% | -$2.87K | 0.01% | 266 |
|
|
2022
Q4 | $121K | Sell |
1,981
-89
| -4% | -$5.59K | 0.01% | 254 |
|
|
2022
Q3 | $143K | Buy |
2,070
+10
| +0.5% | +$807 | 0.02% | 249 |
|
|
2022
Q2 | $164K | Buy |
2,060
+1,796
| +680% | +$148K | 0.02% | 236 |
|
|
2022
Q1 | $22K | Buy |
264
+91
| +53% | +$7.31K | ﹤0.01% | 576 |
|
|
2021
Q4 | $14K | Buy |
173
+51
| +42% | +$3.84K | ﹤0.01% | 630 |
|
|
2021
Q3 | $9K | Hold |
122
| – | – | ﹤0.01% | 653 |
|
|
2021
Q2 | $9K | Hold |
122
| – | – | ﹤0.01% | 450 |
|
|
2021
Q1 | $9K | Sell |
122
-50
| -29% | -$3.63K | ﹤0.01% | 425 |
|
|
2020
Q4 | $13K | Buy |
172
+50
| +41% | +$3.97K | ﹤0.01% | 389 |
|
|
2020
Q3 | $10K | Hold |
122
| – | – | ﹤0.01% | 399 |
|
|
2020
Q2 | $10K | Hold |
122
| – | – | ﹤0.01% | 381 |
|
|
2020
Q1 | $9K | Hold |
122
| – | – | ﹤0.01% | 355 |
|
|
2019
Q4 | $10K | Hold |
122
| – | – | ﹤0.01% | 370 |
|
|
2019
Q3 | $10K | Hold |
122
| – | – | ﹤0.01% | 368 |
|
|
2019
Q2 | $9K | Hold |
122
| – | – | ﹤0.01% | 372 |
|
|
2019
Q1 | $9K | Hold |
122
| – | – | ﹤0.01% | 361 |
|
|
2018
Q4 | $9K | Sell |
122
-87
| -42% | -$6.36K | ﹤0.01% | 353 |
|
|
2018
Q3 | $15K | Buy |
209
+87
| +71% | +$6.16K | ﹤0.01% | 354 |
|
|
2018
Q2 | $8K | Hold |
122
| – | – | ﹤0.01% | 382 |
|
|
2018
Q1 | $8K | Sell |
122
-161
| -57% | -$11.9K | ﹤0.01% | 382 |
|
|
2017
Q4 | $23K | Buy |
283
+46
| +19% | +$3.73K | 0.01% | 313 |
|
|
2017
Q3 | $18K | Hold |
237
| – | – | ﹤0.01% | 329 |
|
|
2017
Q2 | $18K | Hold |
237
| – | – | ﹤0.01% | 309 |
|
|
2017
Q1 | $18K | Hold |
237
| – | – | ﹤0.01% | 315 |
|
|
2016
Q4 | $18K | Hold |
237
| – | – | ﹤0.01% | 315 |
|
|
2016
Q3 | $18K | Buy |
237
+75
| +46% | +$5.71K | 0.01% | 335 |
|
|
2016
Q2 | $13K | Hold |
162
| – | – | ﹤0.01% | 364 |
|
|
2016
Q1 | $12K | Hold |
162
| – | – | ﹤0.01% | 372 |
|
|
2015
Q4 | $11K | Buy |
162
+25
| +18% | +$1.73K | ﹤0.01% | 387 |
|
|
2015
Q3 | $10K | Sell |
137
-182
| -57% | -$12.8K | ﹤0.01% | 342 |
|
|
2015
Q2 | $21K | Hold |
319
| – | – | 0.01% | 270 |
|
|
2015
Q1 | $23K | Sell |
319
-6
| -2% | -$445 | 0.01% | 255 |
|
|
2014
Q4 | $25K | Hold |
325
| – | – | ﹤0.01% | 262 |
|
|
2014
Q3 | $22K | Sell |
325
-1
| -0.3% | -$69 | ﹤0.01% | 251 |
|
|
2014
Q2 | $23K | Buy |
+326
| New | +$22.9K | ﹤0.01% | 251 |
|
Other funds holding D
JFS Wealth Advisors's D Position: Q2 2026 in Review
JFS Wealth Advisors reduced its Dominion Energy (D) stake by 62% in Q2 2026, selling an estimated $42.9K and leaving 410 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #675.
JFS Wealth Advisors first reported a position in D in Q2 2014 and has held it in 49 quarters since. The position peaked at $164K in Q2 2022. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.
- JFS Wealth Advisors held 410 shares of Dominion Energy worth $28K as of Q2 2026.
- JFS Wealth Advisors sold 660 Dominion Energy shares in Q2 2026, an estimated $42.9K.
- Dominion Energy made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #675 holding.
- JFS Wealth Advisors first reported a position in Dominion Energy in Q2 2014 and has held it in 49 quarters since.
- JFS Wealth Advisors's Dominion Energy position peaked at $164K in Q2 2022.
- 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.
Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.