Legend Financial Advisors’s Dominion Energy D Stock Holding History

Legend 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
2025 Q3	–	Sell	-63	Closed	-$3.56K	–	66
2025 Q2	$3.56K	Buy	+63	New	+$3.45K	﹤0.01%	146
2025 Q1	–	Sell	-63	Closed	-$3.39K	–	85
2024 Q4	$3.39K	Hold	63	–	–	﹤0.01%	179
2024 Q3	$3.64K	Hold	63	–	–	﹤0.01%	135
2024 Q2	$3.09K	Sell	63 -13	-17%	-$662	﹤0.01%	209
2024 Q1	$3.74K	Buy	76 +50	+192%	+$2.34K	﹤0.01%	165
2023 Q4	$1.22K	Buy	+26	New	+$1.16K	﹤0.01%	185
2023 Q3	–	Sell	-111	Closed	-$5.75K	–	198
2023 Q2	$5.75K	Buy	111 +37	+50%	+$2.01K	﹤0.01%	175
2023 Q1	$4.14K	Sell	74 -37	-33%	-$2.17K	﹤0.01%	192
2022 Q4	$6.81K	Buy	+111	New	+$6.97K	0.01%	187
2020 Q2	–	Sell	-4,142	Closed	-$299K	–	31
2020 Q1	$299K	Hold	4,142	–	–	0.27%	23
2019 Q4	$343K	Hold	4,142	–	–	0.29%	24
2019 Q3	$336K	Hold	4,142	–	–	0.29%	26
2019 Q2	$320K	Hold	4,142	–	–	0.28%	27
2019 Q1	$318K	Hold	4,142	–	–	0.35%	27
2018 Q4	$296K	Buy	+4,142	New	+$303K	0.43%	22

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Legend Financial Advisors's D Position: Q3 2025 in Review

Legend Financial Advisors sold out of Dominion Energy (D) in Q3 2025, closing a stake of 63 shares — an estimated $3.56K sold.

Legend Financial Advisors first reported a position in D in Q4 2018 and held it in 15 quarters. The position peaked at $343K in Q4 2019. 1,409 funds tracked by Wall St. Rank hold D as of Q3 2025.

Legend Financial Advisors reported no remaining Dominion Energy position as of Q3 2025 after selling out during the quarter.
Legend Financial Advisors sold 63 Dominion Energy shares in Q3 2025, an estimated $3.56K.
Legend Financial Advisors first reported a position in Dominion Energy in Q4 2018 and held it in 15 quarters.
Legend Financial Advisors's Dominion Energy position peaked at $343K in Q4 2019.
1,409 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.