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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

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

Kovack Advisors's D Position: Q2 2026 in Review

Kovack Advisors reduced its Dominion Energy (D) stake by 2.6% in Q2 2026, selling an estimated $10.4K and leaving 6,089 shares worth $413K. The position accounts for 0.02% of the portfolio, ranked #685.

Kovack Advisors first reported a position in D in Q2 2017 and has held it in 37 quarters since. The position peaked at $1.58M in Q3 2019. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Kovack Advisors held 6,089 shares of Dominion Energy worth $413K as of Q2 2026.
  • Kovack Advisors sold 160 Dominion Energy shares in Q2 2026, an estimated $10.4K.
  • Dominion Energy made up 0.02% of Kovack Advisors's portfolio in Q2 2026, its #685 holding.
  • Kovack Advisors first reported a position in Dominion Energy in Q2 2017 and has held it in 37 quarters since.
  • Kovack Advisors's Dominion Energy position peaked at $1.58M in Q3 2019.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.