Lido Advisors
D icon

Lido Advisors’s Dominion Energy D Stock Holding History

Lido 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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lido Advisors's D Position: Q1 2026 in Review

Lido Advisors reduced its Dominion Energy (D) stake by 21% in Q1 2026, selling an estimated $690K and leaving 42,368 shares worth $2.62M. The position accounts for 0.01% of the portfolio, ranked #630.

Lido Advisors first reported a position in D in Q1 2016 and has held it in 27 quarters since. The position peaked at $3.27M in Q4 2025. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Lido Advisors held 42,368 shares of Dominion Energy worth $2.62M as of Q1 2026.
  • Lido Advisors sold 11,178 Dominion Energy shares in Q1 2026, an estimated $690K.
  • Dominion Energy made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #630 holding.
  • Lido Advisors first reported a position in Dominion Energy in Q1 2016 and has held it in 27 quarters since.
  • Lido Advisors's Dominion Energy position peaked at $3.27M in Q4 2025.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.