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Kestra Private Wealth Services’s Dominion Energy D Stock Holding History

Kestra Private Wealth 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
Q2 		$2.74M Sell
40,172
-29,377
-42% -$1.91M 0.03% 493
2026
Q1 		$4.3M Buy
69,549
+7,796
+13% +$482K 0.05% 356
2025
Q4 		$3.62M Sell
61,753
-2,205
-3% -$133K 0.04% 379
2025
Q3 		$3.91M Buy
63,958
+1,427
+2% +$84.8K 0.05% 354
2025
Q2 		$3.53M Buy
62,531
+8,637
+16% +$473K 0.05% 354
2025
Q1 		$3.02M Buy
53,894
+10,011
+23% +$551K 0.05% 359
2024
Q4 		$2.36M Sell
43,883
-1,801
-4% -$103K 0.04% 389
2024
Q3 		$2.64M Buy
45,684
+13,152
+40% +$719K 0.05% 355
2024
Q2 		$1.59M Buy
32,532
+7,851
+32% +$400K 0.03% 448
2024
Q1 		$1.21M Buy
24,681
+1,339
+6% +$62.6K 0.03% 503
2023
Q4 		$1.1M Sell
23,342
-1,777
-7% -$79.3K 0.03% 501
2023
Q3 		$1.12M Sell
25,119
-131
-0.5% -$6.5K 0.04% 427
2023
Q2 		$1.31M Buy
25,250
+1,243
+5% +$67.6K 0.04% 381
2023
Q1 		$1.34M Buy
24,007
+1,020
+4% +$59.7K 0.05% 346
2022
Q4 		$1.41M Buy
22,987
+1,497
+7% +$94K 0.07% 301
2022
Q3 		$1.49M Buy
21,490
+2,420
+13% +$195K 0.09% 259
2022
Q2 		$1.52M Buy
19,070
+2,626
+16% +$217K 0.09% 266
2022
Q1 		$1.4M Sell
16,444
-1,011
-6% -$81.2K 0.07% 301
2021
Q4 		$1.37M Sell
17,455
-1,508
-8% -$113K 0.07% 310
2021
Q3 		$1.39M Buy
18,963
+6,087
+47% +$464K 0.08% 284
2021
Q2 		$947K Sell
12,876
-311
-2% -$24K 0.06% 340
2021
Q1 		$1M Buy
13,187
+1,009
+8% +$73.3K 0.07% 289
2020
Q4 		$902K Buy
12,178
+2,053
+20% +$163K 0.07% 296
2020
Q3 		$799K Buy
+10,125
New +$795K 0.07% 286

Other funds holding D

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kestra Private Wealth Services's D Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Dominion Energy (D) stake by 42% in Q2 2026, selling an estimated $1.91M and leaving 40,172 shares worth $2.74M. The position accounts for 0.03% of the portfolio, ranked #493.

Kestra Private Wealth Services first reported a position in D in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.3M in Q1 2026. 1,553 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Kestra Private Wealth Services held 40,172 shares of Dominion Energy worth $2.74M as of Q2 2026.
  • Kestra Private Wealth Services sold 29,377 Dominion Energy shares in Q2 2026, an estimated $1.91M.
  • Dominion Energy made up 0.03% of Kestra Private Wealth Services's portfolio in Q2 2026, its #493 holding.
  • Kestra Private Wealth Services first reported a position in Dominion Energy in Q3 2020 and has held it in 24 quarters since.
  • Kestra Private Wealth Services's Dominion Energy position peaked at $4.3M in Q1 2026.
  • 1,553 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.