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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Kestra Advisory Services increased its Dominion Energy (D) stake by 16% in Q1 2026, buying an estimated $1.17M and bringing the position to 141,088 shares worth $8.72M. The position accounts for 0.03% of the portfolio, ranked #513.

Kestra Advisory Services first reported a position in D in Q3 2020 and has held it in 23 quarters since. The position peaked at $10.2M in Q4 2020. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

Kestra Advisory Services held 141,088 shares of Dominion Energy worth $8.72M as of Q1 2026.
Kestra Advisory Services bought 18,998 Dominion Energy shares in Q1 2026, an estimated $1.17M.
Dominion Energy made up 0.03% of Kestra Advisory Services's portfolio in Q1 2026, its #513 holding.
Kestra Advisory Services first reported a position in Dominion Energy in Q3 2020 and has held it in 23 quarters since.
Kestra Advisory Services's Dominion Energy position peaked at $10.2M in Q4 2020.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.