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Legacy Financial Advisors’s Dominion Energy D Stock Holding History

Legacy Financial 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
2026
Q2 		$313K Sell
4,577
-4,541
-50% -$295K 0.04% 339
2026
Q1 		$564K Sell
9,118
-137
-1% -$8.46K 0.08% 210
2025
Q4 		$542K Sell
9,255
-1,136
-11% -$68.4K 0.08% 209
2025
Q3 		$636K Buy
10,391
+34
+0.3% +$2.02K 0.09% 201
2025
Q2 		$585K Buy
10,357
+533
+5% +$29.2K 0.09% 181
2025
Q1 		$551K Buy
9,824
+514
+6% +$28.3K 0.09% 178
2024
Q4 		$501K Buy
9,310
+1,966
+27% +$112K 0.08% 191
2024
Q3 		$424K Buy
7,344
+202
+3% +$11K 0.07% 220
2024
Q2 		$350K Buy
+7,142
New +$364K 0.06% 231
2022
Q4 		– Sell
-7,022
Closed -$485K – 245
2022
Q3 		$485K Buy
7,022
+639
+10% +$51.6K 0.12% 99
2022
Q2 		$509K Buy
6,383
+456
+8% +$37.7K 0.13% 88
2022
Q1 		$504K Buy
5,927
+103
+2% +$8.27K 0.11% 98
2021
Q4 		$458K Buy
5,824
+242
+4% +$18.2K 0.11% 102
2021
Q3 		$408K Sell
5,582
-86
-2% -$6.56K 0.1% 97
2021
Q2 		$417K Buy
5,668
+428
+8% +$33K 0.11% 89
2021
Q1 		$398K Buy
5,240
+1,363
+35% +$99K 0.11% 82
2020
Q4 		$292K Sell
3,877
-73
-2% -$5.8K 0.08% 100
2020
Q3 		$312K Buy
+3,950
New +$310K 0.1% 84
2020
Q1 		– Sell
-11,928
Closed -$988K – 75
2019
Q4 		$988K Sell
11,928
-91
-0.8% -$7.43K 0.31% 33
2019
Q3 		$974K Sell
12,019
-110
-0.9% -$8.51K 0.32% 31
2019
Q2 		$938K Sell
12,129
-250
-2% -$19.1K 0.33% 32
2019
Q1 		$949K Sell
12,379
-7,218
-37% -$527K 0.32% 29
2018
Q4 		$1.4M Buy
19,597
+1,163
+6% +$85K 0.54% 19
2018
Q3 		$1.29M Sell
18,434
-205
-1% -$14.5K 0.47% 21
2018
Q2 		$1.3M Buy
18,639
+8,810
+90% +$574K 0.5% 20
2018
Q1 		$643K Buy
9,829
+3,420
+53% +$253K 0.26% 37
2017
Q4 		$519K Buy
+6,409
New +$519K 0.21% 42

Other funds holding D

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Legacy Financial Advisors's D Position: Q2 2026 in Review

Legacy Financial Advisors reduced its Dominion Energy (D) stake by 50% in Q2 2026, selling an estimated $295K and leaving 4,577 shares worth $313K. The position accounts for 0.04% of the portfolio, ranked #339.

Legacy Financial Advisors first reported a position in D in Q4 2017 and has held it in 27 quarters since. The position peaked at $1.4M in Q4 2018. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Legacy Financial Advisors held 4,577 shares of Dominion Energy worth $313K as of Q2 2026.
  • Legacy Financial Advisors sold 4,541 Dominion Energy shares in Q2 2026, an estimated $295K.
  • Dominion Energy made up 0.04% of Legacy Financial Advisors's portfolio in Q2 2026, its #339 holding.
  • Legacy Financial Advisors first reported a position in Dominion Energy in Q4 2017 and has held it in 27 quarters since.
  • Legacy Financial Advisors's Dominion Energy position peaked at $1.4M in Q4 2018.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.