Kestra Advisory Services
D icon

Kestra Advisory Services’s Dominion Energy D Stock Holding History

Kestra Advisory Services’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
Q3 		$5.77M Buy
95,402
+7,638
+9% +$513K 0.02% 829
2026
Q2 		$5.99M Sell
87,764
-53,324
-38% -$3.47M 0.02% 741
2026
Q1 		$8.72M Buy
141,088
+18,998
+16% +$1.17M 0.03% 513
2025
Q4 		$7.15M Buy
122,090
+14,552
+14% +$877K 0.03% 550
2025
Q3 		$6.58M Buy
107,538
+1,470
+1% +$87.4K 0.03% 548
2025
Q2 		$5.99M Sell
106,068
-3,974
-4% -$218K 0.03% 558
2025
Q1 		$6.17M Sell
110,042
-4,447
-4% -$245K 0.03% 500
2024
Q4 		$6.17M Sell
114,489
-5,254
-4% -$300K 0.03% 502
2024
Q3 		$6.92M Sell
119,743
-12,708
-10% -$694K 0.04% 483
2024
Q2 		$6.49M Buy
132,451
+20,633
+18% +$1.05M 0.04% 498
2024
Q1 		$5.5M Buy
111,818
+30,724
+38% +$1.44M 0.04% 488
2023
Q4 		$3.81M Buy
81,094
+14,001
+21% +$625K 0.03% 542
2023
Q3 		$3M Buy
67,093
+7,813
+13% +$388K 0.03% 547
2023
Q2 		$3.07M Buy
59,280
+1,456
+3% +$79.2K 0.03% 535
2023
Q1 		$3.23M Sell
57,824
-19,064
-25% -$1.12M 0.04% 485
2022
Q4 		$4.71M Sell
76,888
-25,177
-25% -$1.58M 0.04% 456
2022
Q3 		$7.05M Buy
102,065
+4,385
+4% +$354K 0.08% 281
2022
Q2 		$7.8M Sell
97,680
-3,383
-3% -$279K 0.08% 262
2022
Q1 		$8.59M Buy
101,063
+7,169
+8% +$576K 0.09% 250
2021
Q4 		$7.38M Sell
93,894
-35,552
-27% -$2.68M 0.07% 279
2021
Q3 		$9.45M Buy
129,446
+18,802
+17% +$1.43M 0.09% 232
2021
Q2 		$8.14M Sell
110,644
-150
-0.1% -$11.6K 0.09% 241
2021
Q1 		$8.42M Sell
110,794
-27,268
-20% -$1.98M 0.11% 223
2020
Q4 		$10.2M Buy
138,062
+41,113
+42% +$3.27M 0.12% 200
2020
Q3 		$7.67M Buy
+96,949
New +$7.62M 0.14% 172

Other funds holding D

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Kestra Advisory Services's D Position: Q3 2026 in Review

Kestra Advisory Services increased its Dominion Energy (D) stake by 8.7% in Q3 2026, buying an estimated $513K and bringing the position to 95,402 shares worth $5.77M. The position accounts for 0.02% of the portfolio, ranked #829.

Kestra Advisory Services first reported a position in D in Q3 2020 and has held it in 25 quarters since. The position peaked at $10.2M in Q4 2020. 1,285 funds tracked by Wall St. Rank hold D as of Q3 2026.

  • Kestra Advisory Services held 95,402 shares of Dominion Energy worth $5.77M as of Q3 2026.
  • Kestra Advisory Services bought 7,638 Dominion Energy shares in Q3 2026, an estimated $513K.
  • Dominion Energy made up 0.02% of Kestra Advisory Services's portfolio in Q3 2026, its #829 holding.
  • Kestra Advisory Services first reported a position in Dominion Energy in Q3 2020 and has held it in 25 quarters since.
  • Kestra Advisory Services's Dominion Energy position peaked at $10.2M in Q4 2020.
  • 1,285 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.