Jones Financial Companies’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 | $82.6M | Sell |
1,190,474
-410,809
| -26% | -$26.7M | 0.03% | 286 |
|
|
2026
Q1 | $97.5M | Buy |
1,601,283
+1,453,280
| +982% | +$89.8M | 0.05% | 208 |
|
|
2025
Q4 | $8.67M | Buy |
148,003
+20,652
| +16% | +$1.24M | 0.01% | 489 |
|
|
2025
Q3 | $7.69M | Buy |
127,351
+17,635
| +16% | +$1.05M | 0.01% | 466 |
|
|
2025
Q2 | $6.13M | Buy |
109,716
+19,707
| +22% | +$1.08M | ﹤0.01% | 448 |
|
|
2025
Q1 | $4.95M | Buy |
90,009
+20,135
| +29% | +$1.11M | ﹤0.01% | 427 |
|
|
2024
Q4 | $3.76M | Buy |
69,874
+22,090
| +46% | +$1.26M | ﹤0.01% | 409 |
|
|
2024
Q3 | $2.73M | Buy |
47,784
+27,351
| +134% | +$1.49M | ﹤0.01% | 386 |
|
|
2024
Q2 | $1M | Buy |
20,433
+10,618
| +108% | +$541K | ﹤0.01% | 422 |
|
|
2024
Q1 | $483K | Buy |
9,815
+3,622
| +58% | +$169K | ﹤0.01% | 330 |
|
|
2023
Q4 | $291K | Buy |
6,193
+1,148
| +23% | +$51.2K | ﹤0.01% | 290 |
|
|
2023
Q3 | $225K | Sell |
5,045
-2,222
| -31% | -$110K | ﹤0.01% | 253 |
|
|
2023
Q2 | $376K | Sell |
7,267
-2,766
| -28% | -$150K | ﹤0.01% | 229 |
|
|
2023
Q1 | $561K | Sell |
10,033
-875
| -8% | -$51.2K | ﹤0.01% | 212 |
|
|
2022
Q4 | $669K | Buy |
10,908
+327
| +3% | +$20.5K | ﹤0.01% | 198 |
|
|
2022
Q3 | $731K | Sell |
10,581
-1,035
| -9% | -$83.6K | ﹤0.01% | 174 |
|
|
2022
Q2 | $927K | Sell |
11,616
-613
| -5% | -$50.6K | ﹤0.01% | 163 |
|
|
2022
Q1 | $1.04M | Buy |
12,229
+50
| +0.4% | +$4.02K | ﹤0.01% | 164 |
|
|
2021
Q4 | $957K | Buy |
12,179
+1,101
| +10% | +$82.8K | ﹤0.01% | 157 |
|
|
2021
Q3 | $809K | Sell |
11,078
-1,891
| -15% | -$144K | ﹤0.01% | 160 |
|
|
2021
Q2 | $954K | Sell |
12,969
-327
| -2% | -$25.2K | ﹤0.01% | 151 |
|
|
2021
Q1 | $1.01M | Buy |
13,296
+3,849
| +41% | +$280K | ﹤0.01% | 148 |
|
|
2020
Q4 | $710K | Sell |
9,447
-795
| -8% | -$63.2K | ﹤0.01% | 149 |
|
|
2020
Q3 | $809K | Buy |
10,242
+68
| +0.7% | +$5.34K | ﹤0.01% | 145 |
|
|
2020
Q2 | $826K | Sell |
10,174
-3,158
| -24% | -$253K | ﹤0.01% | 146 |
|
|
2020
Q1 | $962K | Buy |
13,332
+350
| +3% | +$28.6K | ﹤0.01% | 142 |
|
|
2019
Q4 | $1.07M | Sell |
12,982
-1,661
| -11% | -$136K | ﹤0.01% | 144 |
|
|
2019
Q3 | $1.19M | Buy |
14,643
+1,561
| +12% | +$121K | ﹤0.01% | 141 |
|
|
2019
Q2 | $1.01M | Sell |
13,082
-426
| -3% | -$32.5K | ﹤0.01% | 144 |
|
|
2019
Q1 | $1.03M | Sell |
13,508
-3,214
| -19% | -$235K | ﹤0.01% | 144 |
|
|
2018
Q4 | $1.2M | Sell |
16,722
-4,615
| -22% | -$337K | ﹤0.01% | 140 |
|
|
2018
Q3 | $1.5M | Sell |
21,337
-457
| -2% | -$32.4K | ﹤0.01% | 130 |
|
|
2018
Q2 | $1.49M | Sell |
21,794
-2,101
| -9% | -$137K | ﹤0.01% | 131 |
|
|
2018
Q1 | $1.61M | Sell |
23,895
-2,587
| -10% | -$191K | ﹤0.01% | 132 |
|
|
2017
Q4 | $2.15M | Sell |
26,482
-1,377
| -5% | -$112K | 0.01% | 128 |
|
|
2017
Q3 | $2.14M | Sell |
27,859
-7,315
| -21% | -$569K | 0.01% | 131 |
|
|
2017
Q2 | $2.7M | Sell |
35,174
-2,158
| -6% | -$170K | 0.01% | 118 |
|
|
2017
Q1 | $2.9M | Sell |
37,332
-2,122
| -5% | -$161K | 0.01% | 119 |
|
|
2016
Q4 | $3.02M | Buy |
39,454
+19,187
| +95% | +$1.41M | 0.01% | 116 |
|
|
2016
Q3 | $1.5M | Buy |
20,267
+1,696
| +9% | +$129K | 0.01% | 132 |
|
|
2016
Q2 | $1.45M | Buy |
18,571
+2,736
| +17% | +$199K | 0.01% | 136 |
|
|
2016
Q1 | $1.19M | Sell |
15,835
-2,627
| -14% | -$186K | 0.01% | 138 |
|
|
2015
Q4 | $1.25M | Buy |
18,462
+1,717
| +10% | +$119K | 0.01% | 139 |
|
|
2015
Q3 | $1.18M | Buy |
16,745
+1,786
| +12% | +$125K | 0.01% | 143 |
|
|
2015
Q2 | $1M | Buy |
14,959
+196
| +1% | +$13.8K | 0.01% | 151 |
|
|
2015
Q1 | $1.05M | Buy |
14,763
+3,242
| +28% | +$241K | 0.01% | 151 |
|
|
2014
Q4 | $886K | Buy |
11,521
+1,121
| +11% | +$81.1K | 0.01% | 170 |
|
|
2014
Q3 | $719K | Buy |
10,400
+120
| +1% | +$8.29K | 0.01% | 176 |
|
|
2014
Q2 | $735K | Buy |
10,280
+323
| +3% | +$22.7K | 0.01% | 172 |
|
|
2014
Q1 | $707K | Sell |
9,957
-1,162
| -10% | -$79.4K | 0.01% | 168 |
|
|
2013
Q4 | $719K | Buy |
11,119
+2,305
| +26% | +$148K | 0.01% | 168 |
|
|
2013
Q3 | $551K | Sell |
8,814
-1,787
| -17% | -$106K | 0.01% | 174 |
|
|
2013
Q2 | $602K | Buy |
+10,601
| New | +$621K | 0.01% | 166 |
|
Other funds holding D
Jones Financial Companies's D Position: Q2 2026 in Review
Jones Financial Companies reduced its Dominion Energy (D) stake by 26% in Q2 2026, selling an estimated $26.7M and leaving 1,190,474 shares worth $82.6M. The position accounts for 0.03% of the portfolio, ranked #286.
Jones Financial Companies first reported a position in D in Q2 2013 and has held it in 53 quarters since. The position peaked at $97.5M in Q1 2026. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.
- Jones Financial Companies held 1,190,474 shares of Dominion Energy worth $82.6M as of Q2 2026.
- Jones Financial Companies sold 410,809 Dominion Energy shares in Q2 2026, an estimated $26.7M.
- Dominion Energy made up 0.03% of Jones Financial Companies's portfolio in Q2 2026, its #286 holding.
- Jones Financial Companies first reported a position in Dominion Energy in Q2 2013 and has held it in 53 quarters since.
- Jones Financial Companies's Dominion Energy position peaked at $97.5M in Q1 2026.
- 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.
Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.