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
Q1
$377K Hold
6,100
﹤0.01% 1451
2025
Q4
$357K Hold
6,100
﹤0.01% 1471
2025
Q3
$373K Buy
+6,100
New +$363K ﹤0.01% 1376

Other funds holding D

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.