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Keystone Financial Group (Kentucky)’s Dominion Energy D Stock Holding History

Keystone Financial Group (Kentucky)’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 		$1.53M Buy
22,438
+3,235
+17% +$210K 0.09% 166
2026
Q1 		$1.19M Buy
19,203
+888
+5% +$54.9K 0.08% 176
2025
Q4 		$1.07M Buy
18,315
+1,108
+6% +$66.8K 0.08% 166
2025
Q3 		$1.05M Buy
17,207
+104
+0.6% +$6.18K 0.08% 157
2025
Q2 		$968K Buy
17,103
+199
+1% +$10.9K 0.09% 155
2025
Q1 		$947K Buy
16,904
+4,170
+33% +$229K 0.1% 149
2024
Q4 		$687K Buy
12,734
+366
+3% +$20.9K 0.07% 175
2024
Q3 		$715K Buy
12,368
+93
+0.8% +$5.08K 0.09% 149
2024
Q2 		$601K Buy
12,275
+85
+0.7% +$4.33K 0.22% 68
2024
Q1 		$600K Buy
12,190
+2,283
+23% +$107K 0.09% 151
2023
Q4 		$466K Sell
9,907
-1,205
-11% -$53.8K 0.08% 154
2023
Q3 		$496K Buy
11,112
+1,465
+15% +$72.7K 0.08% 157
2023
Q2 		$500K Buy
+9,647
New +$524K 0.09% 157
2022
Q4 		$464K Buy
7,559
+1,345
+22% +$84.5K 0.09% 154
2022
Q3 		$429K Buy
6,214
+521
+9% +$42.1K 0.09% 157
2022
Q2 		$454K Sell
5,693
-54
-0.9% -$4.46K 0.09% 160
2022
Q1 		$488K Buy
5,747
+38
+0.7% +$3.05K 0.08% 159
2021
Q4 		$448K Sell
5,709
-13
-0.2% -$978 0.07% 177
2021
Q3 		$418K Sell
5,722
-53
-0.9% -$4.04K 0.08% 182
2021
Q2 		$425K Sell
5,775
-546
-9% -$42.1K 0.08% 174
2021
Q1 		$480K Sell
6,321
-193
-3% -$14K 0.09% 159
2020
Q4 		$490K Sell
6,514
-242
-4% -$19.2K 0.1% 143
2020
Q3 		$533K Sell
6,756
-578
-8% -$45.4K 0.13% 130
2020
Q2 		$595K Sell
7,334
-223
-3% -$17.9K 0.16% 117
2020
Q1 		$546K Buy
7,557
+1,477
+24% +$121K 0.18% 108
2019
Q4 		$504K Sell
6,080
-322
-5% -$26.3K 0.14% 128
2019
Q3 		$519K Sell
6,402
-124
-2% -$9.59K 0.16% 119
2019
Q2 		$505K Buy
6,526
+56
+0.9% +$4.27K 0.16% 120
2019
Q1 		$496K Buy
+6,470
New +$473K 0.18% 121

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 $3.37T AUM 44.26% 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

Keystone Financial Group (Kentucky)'s D Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its Dominion Energy (D) stake by 17% in Q2 2026, buying an estimated $210K and bringing the position to 22,438 shares worth $1.53M. The position accounts for 0.09% of the portfolio, ranked #166.

Keystone Financial Group (Kentucky) first reported a position in D in Q1 2019 and has held it in 29 quarters since. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 22,438 shares of Dominion Energy worth $1.53M as of Q2 2026.
  • Keystone Financial Group (Kentucky) bought 3,235 Dominion Energy shares in Q2 2026, an estimated $210K.
  • Dominion Energy made up 0.09% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #166 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Dominion Energy in Q1 2019 and has held it in 29 quarters since.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.