Level Four Advisory Services’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.96M | Sell |
31,664
-751
| -2% | -$46.4K | 0.06% | 292 |
|
|
2025
Q4 | $1.9M | Buy |
32,415
+2,191
| +7% | +$132K | 0.06% | 288 |
|
|
2025
Q3 | $1.85M | Buy |
30,224
+852
| +3% | +$50.6K | 0.06% | 287 |
|
|
2025
Q2 | $1.66M | Buy |
29,372
+1,188
| +4% | +$65.1K | 0.06% | 282 |
|
|
2025
Q1 | $1.58M | Buy |
28,184
+2,268
| +9% | +$125K | 0.07% | 277 |
|
|
2024
Q4 | $1.4M | Sell |
25,916
-384
| -1% | -$21.9K | 0.06% | 289 |
|
|
2024
Q3 | $1.57M | Buy |
26,300
+4,204
| +19% | +$230K | 0.07% | 270 |
|
|
2024
Q2 | $1.08M | Buy |
22,096
+11,965
| +118% | +$610K | 0.05% | 313 |
|
|
2024
Q1 | $476K | Hold |
10,131
| – | – | 0.03% | 488 |
|
|
2023
Q4 | $476K | Sell |
10,131
-1,263
| -11% | -$56.4K | 0.03% | 483 |
|
|
2023
Q3 | $509K | Sell |
11,394
-7,287
| -39% | -$362K | 0.03% | 435 |
|
|
2023
Q2 | $968K | Buy |
18,681
+88
| +0.5% | +$4.78K | 0.06% | 303 |
|
|
2023
Q1 | $1.04M | Buy |
18,593
+2,913
| +19% | +$170K | 0.07% | 273 |
|
|
2022
Q4 | $961K | Buy |
15,680
+6,999
| +81% | +$440K | 0.07% | 252 |
|
|
2022
Q3 | $600K | Sell |
8,681
-5,176
| -37% | -$418K | 0.06% | 283 |
|
|
2022
Q2 | $1.11M | Buy |
13,857
+1,448
| +12% | +$120K | 0.1% | 202 |
|
|
2022
Q1 | $1.05M | Buy |
12,409
+5,322
| +75% | +$427K | 0.08% | 232 |
|
|
2021
Q4 | $557K | Sell |
7,087
-2,847
| -29% | -$214K | 0.04% | 360 |
|
|
2021
Q3 | $725K | Buy |
9,934
+1,448
| +17% | +$110K | 0.08% | 231 |
|
|
2021
Q2 | $624K | Sell |
8,486
-1,094
| -11% | -$84.4K | 0.04% | 347 |
|
|
2021
Q1 | $728K | Sell |
9,580
-321
| -3% | -$23.3K | 0.06% | 311 |
|
|
2020
Q4 | $745K | Sell |
9,901
-14,848
| -60% | -$1.18M | 0.06% | 290 |
|
|
2020
Q3 | $1.95M | Sell |
24,749
-58,914
| -70% | -$4.63M | 0.15% | 148 |
|
|
2020
Q2 | $6.79M | Buy |
83,663
+130
| +0.2% | +$10.4K | 0.53% | 35 |
|
|
2020
Q1 | $6.03M | Sell |
83,533
-1,824
| -2% | -$149K | 0.72% | 23 |
|
|
2019
Q4 | $62.9M | Sell |
85,357
-1,067
| -1% | -$87.2K | 2.49% | 3 |
|
|
2019
Q3 | $7M | Buy |
86,424
+1,691
| +2% | +$131K | 0.72% | 21 |
|
|
2019
Q2 | $6.55M | Buy |
84,733
+813
| +1% | +$62K | 0.66% | 26 |
|
|
2019
Q1 | $6.43M | Sell |
83,920
-2,767
| -3% | -$202K | 0.71% | 25 |
|
|
2018
Q4 | $6.2M | Sell |
86,687
-16,997
| -16% | -$1.24M | 0.77% | 23 |
|
|
2018
Q3 | $7.29M | Buy |
103,684
+723
| +0.7% | +$51.2K | 0.79% | 19 |
|
|
2018
Q2 | $7.02M | Buy |
102,961
+93,923
| +1,039% | +$6.12M | 0.51% | 47 |
|
|
2018
Q1 | $609K | Buy |
9,038
+1,806
| +25% | +$133K | 0.05% | 331 |
|
|
2017
Q4 | $586K | Sell |
7,232
-117
| -2% | -$9.48K | 0.05% | 334 |
|
|
2017
Q3 | $565K | Sell |
7,349
-225
| -3% | -$17.5K | 0.05% | 319 |
|
|
2017
Q2 | $590K | Hold |
7,574
| – | – | 0.09% | 223 |
|
|
2017
Q1 | $590K | Buy |
7,574
+539
| +8% | +$40.8K | 0.06% | 289 |
|
|
2016
Q4 | $539K | Buy |
+7,035
| New | +$519K | 0.07% | 261 |
|
Other funds holding D
VCM
VPM
Level Four Advisory Services's D Position: Q1 2026 in Review
Level Four Advisory Services reduced its Dominion Energy (D) stake by 2.3% in Q1 2026, selling an estimated $46.4K and leaving 31,664 shares worth $1.96M. The position accounts for 0.06% of the portfolio, ranked #292.
Level Four Advisory Services first reported a position in D in Q4 2016 and has held it in 38 quarters since. The position peaked at $62.9M in Q4 2019. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.
- Level Four Advisory Services held 31,664 shares of Dominion Energy worth $1.96M as of Q1 2026.
- Level Four Advisory Services sold 751 Dominion Energy shares in Q1 2026, an estimated $46.4K.
- Dominion Energy made up 0.06% of Level Four Advisory Services's portfolio in Q1 2026, its #292 holding.
- Level Four Advisory Services first reported a position in Dominion Energy in Q4 2016 and has held it in 38 quarters since.
- Level Four Advisory Services's Dominion Energy position peaked at $62.9M in Q4 2019.
- 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.
Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.