Krilogy Financial’s Dominion Energy D Stock Holding History

Krilogy Financial’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	–	Sell	-3,335	Closed	-$208K	–	1090
2026 Q1	$208K	Buy	+3,335	New	+$206K	0.01%	883
2018 Q4	–	Sell	-1,342	Closed	-$94K	–	248
2018 Q3	$94K	Buy	+1,342	New	+$95K	0.02%	229
2018 Q2	–	Sell	-1,342	Closed	-$90K	–	262
2018 Q1	$90K	Hold	1,342	–	–	0.02%	248
2017 Q4	$109K	Hold	1,342	–	–	0.03%	217
2017 Q3	$103K	Hold	1,342	–	–	0.03%	235
2017 Q2	$103K	Sell	1,342 -176	-12%	-$13.8K	0.03%	211
2017 Q1	$116K	Hold	1,518	–	–	0.04%	183
2016 Q4	$116K	Hold	1,518	–	–	0.04%	183
2016 Q3	$113K	Hold	1,518	–	–	0.04%	191
2016 Q2	$118K	Hold	1,518	–	–	0.04%	182
2016 Q1	$114K	Hold	1,518	–	–	0.05%	160
2015 Q4	$103K	Hold	1,518	–	–	0.1%	89
2015 Q3	$107K	Buy	+1,518	New	+$107K	0.05%	129

Other funds holding D

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Krilogy Financial's D Position: Q2 2026 in Review

Krilogy Financial sold out of Dominion Energy (D) in Q2 2026, closing a stake of 3,335 shares — an estimated $208K sold.

Krilogy Financial first reported a position in D in Q3 2015 and held it in 13 quarters. The position peaked at $208K in Q1 2026. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

Krilogy Financial reported no remaining Dominion Energy position as of Q2 2026 after selling out during the quarter.
Krilogy Financial sold 3,335 Dominion Energy shares in Q2 2026, an estimated $208K.
Krilogy Financial first reported a position in Dominion Energy in Q3 2015 and held it in 13 quarters.
Krilogy Financial's Dominion Energy position peaked at $208K in Q1 2026.
1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.