Lloyd Advisory Services’s Dominion Energy D Stock Holding History

Lloyd Advisory Services’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 Q2	$12K	Buy	+176	New	+$11.4K	﹤0.01%	358
2026 Q1	–	Sell	-151	Closed	-$8.85K	–	893
2025 Q4	$8.85K	Buy	+151	New	+$9.1K	﹤0.01%	401
2024 Q2	–	Sell	-19,640	Closed	-$966K	–	117
2024 Q1	$966K	Buy	19,640 +15,278	+350%	+$714K	0.21%	88
2023 Q4	$205K	Buy	+4,362	New	+$195K	0.1%	125
2022 Q2	–	Sell	-2,685	Closed	-$228K	–	172
2022 Q1	$228K	Buy	2,685 +446	+20%	+$35.8K	0.11%	79
2021 Q4	$176K	Buy	2,239 +57	+3%	+$4.29K	0.08%	99
2021 Q3	$159K	Buy	2,182 +683	+46%	+$52.1K	0.08%	99
2021 Q2	$110K	Buy	1,499 +71	+5%	+$5.48K	0.06%	111
2021 Q1	$109K	Sell	1,428 -74	-5%	-$5.38K	0.06%	98
2020 Q4	$113K	Sell	1,502 -118	-7%	-$9.38K	0.06%	77
2020 Q3	$128K	Sell	1,620 -1,611	-50%	-$127K	0.08%	68
2020 Q2	$262K	Sell	3,231 -263	-8%	-$21.1K	0.16%	42
2020 Q1	$252K	Sell	3,494 -575	-14%	-$47K	0.19%	39
2019 Q4	$336K	Buy	+4,069	New	+$332K	0.31%	49

Other funds holding D

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lloyd Advisory Services's D Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in Dominion Energy (D) in Q2 2026: 176 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #358 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in D as recently as Q4 2025.

Lloyd Advisory Services first reported a position in D in Q4 2019 and has held it in 14 quarters since. The position peaked at $966K in Q1 2024. 1,553 funds tracked by Wall St. Rank hold D as of Q2 2026.

Lloyd Advisory Services held 176 shares of Dominion Energy worth $12K as of Q2 2026.
Dominion Energy was a new Lloyd Advisory Services position in Q2 2026.
Dominion Energy made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #358 holding.
Lloyd Advisory Services first reported a position in Dominion Energy in Q4 2019 and has held it in 14 quarters since.
Lloyd Advisory Services's Dominion Energy position peaked at $966K in Q1 2024.
1,553 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.