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Legacy Advisors’s Dominion Energy D Stock Holding History

Legacy 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
2025
Q2 		– Sell
-5,744
Closed -$322K – 119
2025
Q1 		$322K Buy
5,744
+1,694
+42% +$93.2K 0.03% 313
2024
Q4 		$218K Buy
4,050
+480
+13% +$27.4K 0.02% 372
2024
Q3 		$206K Buy
+3,570
New +$195K 0.02% 364
2019
Q2 		– Sell
-300
Closed -$23K – 373
2019
Q1 		$23K Buy
+300
New +$21.9K 0.01% 268
2018
Q2 		– Sell
-16
Closed -$1K – 420
2018
Q1 		$1K Sell
16
-278
-95% -$20.5K ﹤0.01% 363
2017
Q4 		$23K Buy
294
+201
+216% +$16.3K 0.02% 177
2017
Q3 		$7K Buy
+93
New +$7.23K 0.01% 251

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Legacy Advisors's D Position: Q2 2025 in Review

Legacy Advisors sold out of Dominion Energy (D) in Q2 2025, closing a stake of 5,744 shares — an estimated $322K sold.

Legacy Advisors first reported a position in D in Q3 2017 and held it in 7 quarters. The position peaked at $322K in Q1 2025. 1,350 funds tracked by Wall St. Rank hold D as of Q2 2025.

  • Legacy Advisors reported no remaining Dominion Energy position as of Q2 2025 after selling out during the quarter.
  • Legacy Advisors sold 5,744 Dominion Energy shares in Q2 2025, an estimated $322K.
  • Legacy Advisors first reported a position in Dominion Energy in Q3 2017 and held it in 7 quarters.
  • Legacy Advisors's Dominion Energy position peaked at $322K in Q1 2025.
  • 1,350 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2025.

Based on Legacy Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.