LFIA
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Legacy Financial Independent Advisors’s Dominion Energy D Stock Holding History

Legacy Financial Independent 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 		$642K Sell
9,398
-12,452
-57% -$810K 0.3% 65
2026
Q1 		$1.35M Buy
+21,850
New +$1.35M 0.7% 40

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 Independent Advisors's D Position: Q2 2026 in Review

Legacy Financial Independent Advisors reduced its Dominion Energy (D) stake by 57% in Q2 2026, selling an estimated $810K and leaving 9,398 shares worth $642K. The position accounts for 0.3% of the portfolio, ranked #65.

Legacy Financial Independent Advisors first reported a position in D in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.35M in Q1 2026. 1,544 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Legacy Financial Independent Advisors held 9,398 shares of Dominion Energy worth $642K as of Q2 2026.
  • Legacy Financial Independent Advisors sold 12,452 Dominion Energy shares in Q2 2026, an estimated $810K.
  • Dominion Energy made up 0.3% of Legacy Financial Independent Advisors's portfolio in Q2 2026, its #65 holding.
  • Legacy Financial Independent Advisors first reported a position in Dominion Energy in Q1 2026 and has held it in 2 quarters since.
  • Legacy Financial Independent Advisors's Dominion Energy position peaked at $1.35M in Q1 2026.
  • 1,544 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Legacy Financial Independent Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.