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Laurel Wealth Advisors (North Carolina)’s Dominion Energy D Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		– Sell
-1,386
Closed -$81.2K – 297
2025
Q4 		$81.2K Buy
+1,386
New +$83.5K 0.01% 276
2025
Q2 		– Sell
-2,003
Closed -$112K – 299
2025
Q1 		$112K Hold
2,003
– – 0.02% 229
2024
Q4 		$108K Hold
2,003
– – 0.02% 223
2024
Q3 		$116K Buy
2,003
+288
+17% +$15.7K 0.02% 222
2024
Q2 		$84K Hold
1,715
– – 0.01% 243
2024
Q1 		$84.4K Buy
1,715
+28
+2% +$1.31K 0.01% 250
2023
Q4 		$79.3K Sell
1,687
-1,846
-52% -$82.4K 0.02% 247
2023
Q3 		$158K Hold
3,533
– – 0.03% 182
2023
Q2 		$183K Hold
3,533
– – 0.04% 178
2023
Q1 		$198K Buy
3,533
+1,250
+55% +$73.1K 0.04% 170
2022
Q4 		$140K Hold
2,283
– – 0.03% 180
2022
Q3 		$158K Sell
2,283
-225
-9% -$18.2K 0.04% 175
2022
Q2 		$200K Hold
2,508
– – 0.05% 156
2022
Q1 		$213K Hold
2,508
– – 0.04% 163
2021
Q4 		$197K Hold
2,508
– – 0.04% 169
2021
Q3 		$183K Sell
2,508
-50
-2% -$3.81K 0.04% 172
2021
Q2 		$188K Hold
2,558
– – 0.04% 173
2021
Q1 		$194K Sell
2,558
-250
-9% -$18.2K 0.05% 162
2020
Q4 		$211K Buy
2,808
+600
+27% +$47.7K 0.05% 149
2020
Q3 		$174K Hold
2,208
– – 0.05% 146
2020
Q2 		$179K Buy
2,208
+39
+2% +$3.13K 0.06% 139
2020
Q1 		$157K Hold
2,169
– – 0.06% 136
2019
Q4 		$180K Sell
2,169
-275
-11% -$22.5K 0.06% 145
2019
Q3 		$198K Sell
2,444
-55
-2% -$4.25K 0.07% 139
2019
Q2 		$193K Hold
2,499
– – 0.07% 141
2019
Q1 		$192K Buy
2,499
+1,657
+197% +$121K 0.07% 139
2018
Q4 		$60K Buy
+842
New +$61.5K 0.02% 203

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

Laurel Wealth Advisors (North Carolina)'s D Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Dominion Energy (D) in Q1 2026, closing a stake of 1,386 shares — an estimated $81.2K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in D in Q4 2018 and held it in 27 quarters. The position peaked at $213K in Q1 2022. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Dominion Energy position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 1,386 Dominion Energy shares in Q1 2026, an estimated $81.2K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Dominion Energy in Q4 2018 and held it in 27 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Dominion Energy position peaked at $213K in Q1 2022.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.