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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Krilogy Financial's D Position: Q1 2026 in Review

Krilogy Financial opened a new position in Dominion Energy (D) in Q1 2026: 3,335 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #883 among its holdings. This is a return to the name: Krilogy Financial previously reported a position in D as recently as Q3 2018.

Krilogy Financial first reported a position in D in Q3 2015 and has held it in 13 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

Krilogy Financial held 3,335 shares of Dominion Energy worth $208K as of Q1 2026.
Dominion Energy was a new Krilogy Financial position in Q1 2026.
Dominion Energy made up 0.01% of Krilogy Financial's portfolio in Q1 2026, its #883 holding.
Krilogy Financial first reported a position in Dominion Energy in Q3 2015 and has held it in 13 quarters since.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.