Lido Advisors’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
Q2 | $6.98M | Buy |
102,192
+59,824
| +141% | +$3.89M | 0.02% | 426 |
|
|
2026
Q1 | $2.62M | Sell |
42,368
-11,178
| -21% | -$690K | 0.01% | 630 |
|
|
2025
Q4 | $3.27M | Buy |
53,546
+867
| +2% | +$52.2K | 0.01% | 575 |
|
|
2025
Q3 | $3.22M | Buy |
52,679
+19,740
| +60% | +$1.17M | 0.01% | 558 |
|
|
2025
Q2 | $1.86M | Buy |
32,939
+2,248
| +7% | +$123K | 0.01% | 610 |
|
|
2025
Q1 | $1.72M | Buy |
30,691
+3,782
| +14% | +$208K | 0.01% | 583 |
|
|
2024
Q4 | $1.45M | Buy |
26,909
+5,613
| +26% | +$320K | 0.01% | 623 |
|
|
2024
Q3 | $1.23M | Buy |
21,296
+4,424
| +26% | +$242K | 0.01% | 627 |
|
|
2024
Q2 | $827K | Buy |
16,872
+6,118
| +57% | +$312K | ﹤0.01% | 737 |
|
|
2024
Q1 | $529K | Buy |
10,754
+1,043
| +11% | +$48.7K | ﹤0.01% | 884 |
|
|
2023
Q4 | $456K | Sell |
9,711
-387
| -4% | -$17.3K | ﹤0.01% | 889 |
|
|
2023
Q3 | $451K | Buy |
10,098
+5,250
| +108% | +$261K | ﹤0.01% | 777 |
|
|
2023
Q2 | $251K | Sell |
4,848
-2,980
| -38% | -$162K | ﹤0.01% | 1019 |
|
|
2023
Q1 | $438K | Buy |
7,828
+2,231
| +40% | +$131K | ﹤0.01% | 728 |
|
|
2022
Q4 | $343K | Buy |
5,597
+693
| +14% | +$43.5K | ﹤0.01% | 755 |
|
|
2022
Q3 | $338K | Buy |
4,904
+27
| +0.6% | +$2.18K | ﹤0.01% | 701 |
|
|
2022
Q2 | $389K | Buy |
4,877
+678
| +16% | +$56K | 0.01% | 624 |
|
|
2022
Q1 | $356K | Sell |
4,199
-584
| -12% | -$46.9K | ﹤0.01% | 749 |
|
|
2021
Q4 | $375K | Sell |
4,783
-632
| -12% | -$47.6K | ﹤0.01% | 715 |
|
|
2021
Q3 | $395K | Buy |
5,415
+1,916
| +55% | +$146K | 0.01% | 666 |
|
|
2021
Q2 | $257K | Buy |
+3,499
| New | +$270K | ﹤0.01% | 773 |
|
|
2020
Q4 | – | Sell |
-14,514
| Closed | -$1.15M | – | 816 |
|
|
2020
Q3 | $1.15M | Buy |
14,514
+3,185
| +28% | +$250K | 0.03% | 238 |
|
|
2020
Q2 | $920K | Buy |
11,329
+8,394
| +286% | +$673K | 0.03% | 252 |
|
|
2020
Q1 | $212K | Sell |
2,935
-950
| -24% | -$77.6K | 0.01% | 505 |
|
|
2019
Q4 | $322K | Sell |
3,885
-205
| -5% | -$16.8K | 0.01% | 479 |
|
|
2019
Q3 | $331K | Buy |
4,090
+1,219
| +42% | +$94.3K | 0.02% | 422 |
|
|
2019
Q2 | $222K | Buy |
+2,871
| New | +$219K | 0.01% | 489 |
|
|
2016
Q2 | – | Sell |
-2,817
| Closed | -$212K | – | 161 |
|
|
2016
Q1 | $212K | Buy |
+2,817
| New | +$199K | 0.07% | 126 |
|
Other funds holding D
Lido Advisors's D Position: Q2 2026 in Review
Lido Advisors increased its Dominion Energy (D) stake by 141% in Q2 2026, buying an estimated $3.89M and bringing the position to 102,192 shares worth $6.98M. The position accounts for 0.02% of the portfolio, ranked #426.
Lido Advisors first reported a position in D in Q1 2016 and has held it in 28 quarters since. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.
- Lido Advisors held 102,192 shares of Dominion Energy worth $6.98M as of Q2 2026.
- Lido Advisors bought 59,824 Dominion Energy shares in Q2 2026, an estimated $3.89M.
- Dominion Energy made up 0.02% of Lido Advisors's portfolio in Q2 2026, its #426 holding.
- Lido Advisors first reported a position in Dominion Energy in Q1 2016 and has held it in 28 quarters since.
- 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.
Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.