Key Financial Inc’s Dominion Energy D Stock Holding History

Key Financial Inc’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	$653K	Sell	10,562 -18	-0.2%	-$1.11K	0.12%	155
2025 Q4	$620K	Hold	10,580	–	–	0.11%	150
2025 Q3	$644K	Sell	10,580 -13	-0.1%	-$773	0.12%	147
2025 Q2	$599K	Hold	10,593	–	–	0.12%	146
2025 Q1	$594K	Hold	10,593	–	–	0.13%	138
2024 Q4	$571K	Hold	10,593	–	–	0.13%	138
2024 Q3	$612K	Buy	10,593 +13	+0.1%	+$710	0.14%	137
2024 Q2	$518K	Hold	10,580	–	–	0.12%	141
2024 Q1	$520K	Hold	10,580	–	–	0.13%	136
2023 Q4	$497K	Hold	10,580	–	–	0.14%	126
2023 Q3	$473K	Hold	10,580	–	–	0.16%	108
2023 Q2	$548K	Hold	10,580	–	–	0.18%	100
2023 Q1	$592K	Hold	10,580	–	–	0.22%	90
2022 Q4	$731K	Hold	10,580	–	–	0.35%	56
2022 Q3	$731K	Buy	10,580 +10,086	+2,042%	+$814K	0.34%	56
2022 Q2	$40K	Hold	494	–	–	0.02%	397
2022 Q1	$42K	Hold	494	–	–	0.02%	385
2021 Q4	$39K	Hold	494	–	–	0.02%	379
2021 Q3	$36K	Hold	494	–	–	0.02%	384
2021 Q2	$37K	Hold	494	–	–	0.02%	389
2021 Q1	$38K	Hold	494	–	–	0.03%	316
2020 Q4	$37K	Buy	+494	New	+$39.2K	0.03%	289
2020 Q2	–	Sell	-494	Closed	-$38K	–	200
2020 Q1	$38K	Buy	+494	New	+$40.3K	0.04%	246

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

Key Financial Inc's D Position: Q1 2026 in Review

Key Financial Inc reduced its Dominion Energy (D) stake by 0.17% in Q1 2026, selling an estimated $1.11K and leaving 10,562 shares worth $653K. The position accounts for 0.12% of the portfolio, ranked #155.

Key Financial Inc first reported a position in D in Q1 2020 and has held it in 23 quarters since. The position peaked at $731K in Q4 2022. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

Key Financial Inc held 10,562 shares of Dominion Energy worth $653K as of Q1 2026.
Key Financial Inc sold 18 Dominion Energy shares in Q1 2026, an estimated $1.11K.
Dominion Energy made up 0.12% of Key Financial Inc's portfolio in Q1 2026, its #155 holding.
Key Financial Inc first reported a position in Dominion Energy in Q1 2020 and has held it in 23 quarters since.
Key Financial Inc's Dominion Energy position peaked at $731K in Q4 2022.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.