JNBA Financial 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 | $1.78K | Buy |
+26
| New | +$1.69K | ﹤0.01% | 728 |
|
|
2024
Q4 | – | Sell |
-40
| Closed | -$2.31K | – | 656 |
|
|
2024
Q3 | $2.31K | Buy |
+40
| New | +$2.19K | ﹤0.01% | 596 |
|
|
2024
Q1 | – | Sell |
-300
| Closed | -$14.1K | – | 678 |
|
|
2023
Q4 | $14.1K | Buy |
300
+53
| +21% | +$2.37K | ﹤0.01% | 429 |
|
|
2023
Q3 | $11K | Buy |
247
+47
| +24% | +$2.33K | ﹤0.01% | 451 |
|
|
2023
Q2 | $10.4K | Sell |
200
-45
| -18% | -$2.45K | ﹤0.01% | 461 |
|
|
2023
Q1 | $13.7K | Sell |
245
-100
| -29% | -$5.85K | ﹤0.01% | 438 |
|
|
2022
Q4 | $21.2K | Sell |
345
-25
| -7% | -$1.57K | ﹤0.01% | 365 |
|
|
2022
Q3 | $26K | Buy |
370
+170
| +85% | +$13.7K | ﹤0.01% | 345 |
|
|
2022
Q2 | $16K | Sell |
200
-226
| -53% | -$18.7K | ﹤0.01% | 426 |
|
|
2022
Q1 | $36K | Buy |
426
+16
| +4% | +$1.28K | ﹤0.01% | 327 |
|
|
2021
Q4 | $32K | Hold |
410
| – | – | ﹤0.01% | 356 |
|
|
2021
Q3 | $30K | Sell |
410
-45
| -10% | -$3.43K | ﹤0.01% | 357 |
|
|
2021
Q2 | $33K | Hold |
455
| – | – | ﹤0.01% | 333 |
|
|
2021
Q1 | $35K | Buy |
455
+387
| +569% | +$28.1K | 0.01% | 322 |
|
|
2020
Q4 | $5K | Hold |
68
| – | – | ﹤0.01% | 491 |
|
|
2020
Q3 | $5K | Buy |
68
+23
| +51% | +$1.81K | ﹤0.01% | 461 |
|
|
2020
Q2 | $4K | Hold |
45
| – | – | ﹤0.01% | 468 |
|
|
2020
Q1 | $3K | Hold |
45
| – | – | ﹤0.01% | 480 |
|
|
2019
Q4 | $4K | Sell |
45
-1
| -2% | -$82 | ﹤0.01% | 506 |
|
|
2019
Q3 | $4K | Buy |
+46
| New | +$3.56K | ﹤0.01% | 488 |
|
|
2019
Q1 | – | Sell |
-92
| Closed | -$7K | – | 551 |
|
|
2018
Q4 | $7K | Sell |
92
-25,394
| -100% | -$1.86M | ﹤0.01% | 401 |
|
|
2018
Q3 | $1.79M | Buy |
+25,486
| New | +$1.8M | 0.8% | 42 |
|
|
2016
Q4 | – | Sell |
-2,374
| Closed | -$176K | – | 685 |
|
|
2016
Q3 | $176K | Buy |
+2,374
| New | +$181K | 0.03% | 249 |
|
|
2016
Q1 | – | Sell |
-92
| Closed | -$6K | – | 545 |
|
|
2015
Q4 | $6K | Hold |
92
| – | – | ﹤0.01% | 384 |
|
|
2015
Q3 | $6K | Hold |
92
| – | – | ﹤0.01% | 390 |
|
|
2015
Q2 | $6K | Hold |
92
| – | – | ﹤0.01% | 389 |
|
|
2015
Q1 | $7K | Hold |
92
| – | – | ﹤0.01% | 384 |
|
|
2014
Q4 | $7K | Hold |
92
| – | – | ﹤0.01% | 391 |
|
|
2014
Q3 | $6K | Hold |
92
| – | – | ﹤0.01% | 421 |
|
|
2014
Q2 | $7K | Hold |
92
| – | – | ﹤0.01% | 383 |
|
|
2014
Q1 | $7K | Sell |
92
-103
| -53% | -$7.03K | ﹤0.01% | 362 |
|
|
2013
Q4 | $13K | Hold |
195
| – | – | 0.01% | 292 |
|
|
2013
Q3 | $12K | Hold |
195
| – | – | 0.01% | 289 |
|
|
2013
Q2 | $11K | Buy |
+195
| New | +$11.4K | 0.01% | 251 |
|
Other funds holding D
JNBA Financial Advisors's D Position: Q2 2026 in Review
JNBA Financial Advisors opened a new position in Dominion Energy (D) in Q2 2026: 26 shares worth $1.78K. The stake represents ﹤0.01% of the portfolio and ranks #728 among its holdings. This is a return to the name: JNBA Financial Advisors previously reported a position in D as recently as Q3 2024.
JNBA Financial Advisors first reported a position in D in Q2 2013 and has held it in 34 quarters since. The position peaked at $1.79M in Q3 2018. 1,553 funds tracked by Wall St. Rank hold D as of Q2 2026.
- JNBA Financial Advisors held 26 shares of Dominion Energy worth $1.78K as of Q2 2026.
- Dominion Energy was a new JNBA Financial Advisors position in Q2 2026.
- Dominion Energy made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #728 holding.
- JNBA Financial Advisors first reported a position in Dominion Energy in Q2 2013 and has held it in 34 quarters since.
- JNBA Financial Advisors's Dominion Energy position peaked at $1.79M in Q3 2018.
- 1,553 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.
Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.