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 Q3	$498K	Buy	8,236 +15	+0.2%	+$1.01K	0.08%	187
2026 Q2	$561K	Sell	8,221 -2,341	-22%	-$152K	0.09%	177
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Key Financial Inc's D Position: Q3 2026 in Review

Key Financial Inc increased its Dominion Energy (D) stake by 0.18% in Q3 2026, buying an estimated $1.01K and bringing the position to 8,236 shares worth $498K. The position accounts for 0.08% of the portfolio, ranked #187.

Key Financial Inc first reported a position in D in Q1 2020 and has held it in 25 quarters since. The position peaked at $731K in Q4 2022. 984 funds tracked by Wall St. Rank hold D as of Q3 2026.

Key Financial Inc held 8,236 shares of Dominion Energy worth $498K as of Q3 2026.
Key Financial Inc bought 15 Dominion Energy shares in Q3 2026, an estimated $1.01K.
Dominion Energy made up 0.08% of Key Financial Inc's portfolio in Q3 2026, its #187 holding.
Key Financial Inc first reported a position in Dominion Energy in Q1 2020 and has held it in 25 quarters since.
Key Financial Inc's Dominion Energy position peaked at $731K in Q4 2022.
984 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.