Kingsview Wealth Management’s Dominion Energy D Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.68M Sell
27,130
-311
-1% -$19.2K 0.02% 548
2025
Q4
$1.61M Buy
27,441
+1,665
+6% +$100K 0.02% 524
2025
Q3
$1.58M Buy
25,776
+378
+1% +$22.5K 0.02% 505
2025
Q2
$1.44M Sell
25,398
-722
-3% -$39.6K 0.02% 494
2025
Q1
$1.46M Sell
26,120
-1,313
-5% -$72.2K 0.03% 451
2024
Q4
$1.48M Buy
27,433
+787
+3% +$44.9K 0.03% 463
2024
Q3
$1.54M Sell
26,646
-999
-4% -$54.6K 0.03% 433
2024
Q2
$1.35M Buy
27,645
+622
+2% +$31.7K 0.03% 439
2024
Q1
$1.33M Buy
27,023
+2,058
+8% +$96.1K 0.03% 433
2023
Q4
$1.17M Sell
24,965
-8
-0% -$357 0.04% 417
2023
Q3
$1.12M Buy
24,973
+699
+3% +$34.7K 0.04% 408
2023
Q2
$1.26M Buy
24,274
+741
+3% +$40.3K 0.05% 340
2023
Q1
$1.32M Buy
23,533
+470
+2% +$27.5K 0.06% 325
2022
Q4
$1.41M Buy
23,063
+3,988
+21% +$250K 0.06% 284
2022
Q3
$1.32M Buy
19,075
+89
+0.5% +$7.18K 0.06% 279
2022
Q2
$1.51M Buy
18,986
+1,210
+7% +$99.9K 0.07% 267
2022
Q1
$1.51M Buy
17,776
+155
+0.9% +$12.4K 0.07% 292
2021
Q4
$1.38M Buy
17,621
+2,521
+17% +$190K 0.06% 308
2021
Q3
$1.1M Sell
15,100
-139
-0.9% -$10.6K 0.05% 342
2021
Q2
$1.13M Buy
15,239
+387
+3% +$29.9K 0.06% 345
2021
Q1
$1.13M Buy
14,852
+169
+1% +$12.3K 0.06% 303
2020
Q4
$1.1M Sell
14,683
-148
-1% -$11.8K 0.08% 254
2020
Q3
$1.17M Sell
14,831
-1,456
-9% -$114K 0.1% 200
2020
Q2
$1.32M Buy
16,287
+1,736
+12% +$139K 0.13% 173
2020
Q1
$1.05M Buy
14,551
+3,930
+37% +$321K 0.14% 172
2019
Q4
$880K Buy
10,621
+2,166
+26% +$177K 0.11% 209
2019
Q3
$685K Buy
8,455
+972
+13% +$75.2K 0.11% 207
2019
Q2
$579K Buy
7,483
+905
+14% +$69K 0.1% 222
2019
Q1
$504K Buy
6,578
+2,851
+76% +$208K 0.08% 266
2018
Q4
$266K Buy
3,727
+752
+25% +$54.9K 0.06% 305
2018
Q3
$209K Buy
+2,975
New +$211K 0.04% 333

Other funds holding D

Kingsview Wealth Management's D Position: Q1 2026 in Review

Kingsview Wealth Management reduced its Dominion Energy (D) stake by 1.1% in Q1 2026, selling an estimated $19.2K and leaving 27,130 shares worth $1.68M. The position accounts for 0.02% of the portfolio, ranked #548.

Kingsview Wealth Management first reported a position in D in Q3 2018 and has held it in 31 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Kingsview Wealth Management held 27,130 shares of Dominion Energy worth $1.68M as of Q1 2026.
  • Kingsview Wealth Management sold 311 Dominion Energy shares in Q1 2026, an estimated $19.2K.
  • Dominion Energy made up 0.02% of Kingsview Wealth Management's portfolio in Q1 2026, its #548 holding.
  • Kingsview Wealth Management first reported a position in Dominion Energy in Q3 2018 and has held it in 31 quarters since.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.