Linscomb Wealth’s Dominion Energy D Stock Holding History

Linscomb Wealth’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	$335K	Sell	5,426 -530	-9%	-$32.7K	0.01%	276
2025 Q4	$349K	Sell	5,956 -1,391	-19%	-$83.8K	0.01%	253
2025 Q3	$449K	Sell	7,347 -248	-3%	-$14.7K	0.02%	237
2025 Q2	$429K	Sell	7,595 -3,274	-30%	-$179K	0.02%	242
2025 Q1	$609K	Sell	10,869 -1,264	-10%	-$69.5K	0.03%	213
2024 Q4	$653K	Sell	12,133 -18	-0.1%	-$1.03K	0.03%	205
2024 Q3	$702K	Sell	12,151 -920	-7%	-$50.3K	0.03%	199
2024 Q2	$640K	Sell	13,071 -1,184	-8%	-$60.3K	0.03%	197
2024 Q1	$701K	Sell	14,255 -348	-2%	-$16.3K	0.04%	192
2023 Q4	$686K	Sell	14,603 -5,789	-28%	-$258K	0.04%	186
2023 Q3	$911K	Sell	20,392 -88,594	-81%	-$4.4M	0.05%	161
2023 Q2	$5.64M	Sell	108,986 -3,601	-3%	-$196K	0.3%	78
2023 Q1	$6.29M	Buy	112,587 +7,193	+7%	+$421K	0.33%	72
2022 Q4	$6.46M	Sell	105,394 -2,867	-3%	-$180K	0.33%	72
2022 Q3	$7.48M	Buy	108,261 +1,958	+2%	+$158K	0.45%	57
2022 Q2	$8.48M	Buy	106,303 +2,717	+3%	+$224K	0.49%	53
2022 Q1	$8.8M	Buy	103,586 +4,348	+4%	+$349K	0.42%	62
2021 Q4	$7.8M	Buy	99,238 +3,772	+4%	+$284K	0.37%	71
2021 Q3	$6.97M	Buy	95,466 +3,225	+3%	+$246K	0.36%	75
2021 Q2	$6.79M	Buy	92,241 +4,512	+5%	+$348K	0.35%	76
2021 Q1	$6.66M	Buy	87,729 +3,222	+4%	+$234K	0.36%	72
2020 Q4	$6.36M	Buy	84,507 +1,768	+2%	+$140K	0.38%	68
2020 Q3	$6.53M	Buy	82,739 +2,456	+3%	+$193K	0.45%	56
2020 Q2	$6.52M	Buy	80,283 +2,620	+3%	+$210K	0.48%	53
2020 Q1	$5.61M	Sell	77,663 -4,348	-5%	-$355K	0.5%	41
2019 Q4	$6.79M	Buy	82,011 +14,705	+22%	+$1.2M	0.44%	38
2019 Q3	$5.45M	Buy	67,306 +3,566	+6%	+$276K	0.44%	39
2019 Q2	$4.93M	Buy	63,740 +754	+1%	+$57.5K	0.4%	44
2019 Q1	$4.83M	Buy	62,986 +5,750	+10%	+$420K	0.41%	45
2018 Q4	$4.09M	Sell	57,236 -1,898	-3%	-$139K	0.39%	43
2018 Q3	$4.16M	Buy	59,134 +3,951	+7%	+$280K	0.34%	53
2018 Q2	$3.76M	Sell	55,183 -451	-0.8%	-$29.4K	0.32%	54
2018 Q1	$3.75M	Buy	55,634 +1,916	+4%	+$141K	0.32%	55
2017 Q4	$4.35M	Buy	53,718 +3,802	+8%	+$308K	0.36%	49
2017 Q3	$3.84M	Buy	49,916 +557	+1%	+$43.3K	0.33%	52
2017 Q2	$3.78M	Buy	49,359 +1,180	+2%	+$92.8K	0.34%	53
2017 Q1	$3.74M	Buy	48,179 +3,450	+8%	+$261K	0.34%	50
2016 Q4	$3.43M	Buy	44,729 +2,499	+6%	+$184K	0.32%	52
2016 Q3	$3.14M	Buy	42,230 +2,628	+7%	+$200K	0.3%	51
2016 Q2	$3.09M	Sell	39,602 -1,222	-3%	-$88.7K	0.31%	46
2016 Q1	$3.07M	Buy	40,824 +1,816	+5%	+$128K	0.33%	43
2015 Q4	$2.64M	Buy	39,008 +1,087	+3%	+$75.1K	0.3%	55
2015 Q3	$2.67M	Buy	37,921 +1,463	+4%	+$103K	0.31%	50
2015 Q2	$2.44M	Buy	36,458 +477	+1%	+$33.6K	0.27%	60
2015 Q1	$2.55M	Buy	35,981 +1,580	+5%	+$117K	0.27%	59
2014 Q4	$2.65M	Buy	34,401 +1,151	+3%	+$83.3K	0.29%	56
2014 Q3	$2.3M	Sell	33,250 -13	-0%	-$898	0.25%	62
2014 Q2	$2.38M	Buy	33,263 +645	+2%	+$45.2K	0.25%	59
2014 Q1	$2.32M	Buy	32,618 +5,194	+19%	+$355K	0.26%	54
2013 Q4	$1.77M	Buy	27,424 +1,312	+5%	+$84.4K	0.22%	64
2013 Q3	$1.63M	Buy	26,112 +1,687	+7%	+$100K	0.21%	61
2013 Q2	$1.39M	Buy	+24,425	New	+$1.43M	0.19%	66

Other funds holding D

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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 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

Linscomb Wealth's D Position: Q1 2026 in Review

Linscomb Wealth reduced its Dominion Energy (D) stake by 8.9% in Q1 2026, selling an estimated $32.7K and leaving 5,426 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #276.

Linscomb Wealth first reported a position in D in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.8M in Q1 2022. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

Linscomb Wealth held 5,426 shares of Dominion Energy worth $335K as of Q1 2026.
Linscomb Wealth sold 530 Dominion Energy shares in Q1 2026, an estimated $32.7K.
Dominion Energy made up 0.01% of Linscomb Wealth's portfolio in Q1 2026, its #276 holding.
Linscomb Wealth first reported a position in Dominion Energy in Q2 2013 and has held it in 52 quarters since.
Linscomb Wealth's Dominion Energy position peaked at $8.8M in Q1 2022.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Linscomb Wealth's 13F filing for Q1 2026, filed 11 May 2026.