LA
D icon

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
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Legacy Advisors's D Position: Q1 2025 in Review

Legacy Advisors increased its Dominion Energy (D) stake by 42% in Q1 2025, buying an estimated $93.2K and bringing the position to 5,744 shares worth $322K. The position accounts for 0.03% of the portfolio, ranked #313.

Legacy Advisors first reported a position in D in Q3 2017 and has held it in 7 quarters since. 1,406 funds tracked by Wall St. Rank hold D as of Q1 2025.

  • Legacy Advisors held 5,744 shares of Dominion Energy worth $322K as of Q1 2025.
  • Legacy Advisors bought 1,694 Dominion Energy shares in Q1 2025, an estimated $93.2K.
  • Dominion Energy made up 0.03% of Legacy Advisors's portfolio in Q1 2025, its #313 holding.
  • Legacy Advisors first reported a position in Dominion Energy in Q3 2017 and has held it in 7 quarters since.
  • 1,406 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.