KA
D icon

Kovack Advisors’s Dominion Energy D Stock Holding History

Kovack Advisors’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
2023
Q1 		– Sell
-3
Closed -$30 – 620
2022
Q4 		$30 Buy
+3
New +$188 ﹤0.01% 569
2022
Q2 		– Sell
-13
Closed -$2K – 633
2022
Q1 		$2K Buy
+13
New +$1.04K ﹤0.01% 725
2021
Q1 		– Sell
-6
Closed -$1K – 651
2020
Q4 		$1K Sell
6
-10
-63% -$794 ﹤0.01% 604
2020
Q3 		$1K Hold
16
– – ﹤0.01% 514
2020
Q2 		$3K Buy
16
+10
+167% +$802 ﹤0.01% 484
2020
Q1 		$1K Buy
+6
New +$490 ﹤0.01% 466

Other funds holding D

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kovack Advisors's D Position: Q1 2026 in Review

Kovack Advisors increased its Dominion Energy (D) stake by 8.2% in Q1 2026, buying an estimated $29.2K and bringing the position to 6,249 shares worth $388K. The position accounts for 0.02% of the portfolio, ranked #668.

Kovack Advisors first reported a position in D in Q2 2017 and has held it in 36 quarters since. The position peaked at $1.58M in Q3 2019. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Kovack Advisors held 6,249 shares of Dominion Energy worth $388K as of Q1 2026.
  • Kovack Advisors bought 473 Dominion Energy shares in Q1 2026, an estimated $29.2K.
  • Dominion Energy made up 0.02% of Kovack Advisors's portfolio in Q1 2026, its #668 holding.
  • Kovack Advisors first reported a position in Dominion Energy in Q2 2017 and has held it in 36 quarters since.
  • Kovack Advisors's Dominion Energy position peaked at $1.58M in Q3 2019.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.