LPL Financial’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
$81.1M Buy
1,311,948
+96,923
+8% +$5.99M 0.02% 683
2025
Q4
$71.2M Buy
1,215,025
+34,215
+3% +$2.06M 0.02% 705
2025
Q3
$72.2M Buy
1,180,810
+149,692
+15% +$8.9M 0.02% 671
2025
Q2
$58.3M Buy
1,031,118
+81,593
+9% +$4.47M 0.02% 691
2025
Q1
$53.2M Buy
949,525
+158,233
+20% +$8.7M 0.02% 664
2024
Q4
$42.6M Sell
791,292
-276,732
-26% -$15.8M 0.02% 732
2024
Q3
$61.7M Sell
1,068,024
-275,643
-21% -$15.1M 0.03% 542
2024
Q2
$65.8M Buy
1,343,667
+23,437
+2% +$1.19M 0.03% 478
2024
Q1
$64.9M Buy
1,320,230
+94,332
+8% +$4.41M 0.03% 459
2023
Q4
$57.6M Sell
1,225,898
-103,265
-8% -$4.61M 0.03% 452
2023
Q3
$59.4M Buy
1,329,163
+40,455
+3% +$2.01M 0.04% 405
2023
Q2
$66.7M Buy
1,288,708
+114,070
+10% +$6.2M 0.05% 342
2023
Q1
$65.7M Buy
1,174,638
+122,487
+12% +$7.17M 0.05% 340
2022
Q4
$64.5M Buy
1,052,151
+91,786
+10% +$5.76M 0.06% 321
2022
Q3
$66.4M Buy
960,365
+107,554
+13% +$8.68M 0.06% 283
2022
Q2
$68.1M Buy
852,811
+113,630
+15% +$9.38M 0.06% 277
2022
Q1
$62.8M Buy
739,181
+95,988
+15% +$7.71M 0.05% 316
2021
Q4
$50.5M Buy
643,193
+63,045
+11% +$4.74M 0.04% 366
2021
Q3
$42.4M Buy
580,148
+93,392
+19% +$7.12M 0.04% 378
2021
Q2
$35.8M Buy
486,756
+2,180
+0.4% +$168K 0.04% 400
2021
Q1
$36.8M Buy
484,576
+13,098
+3% +$951K 0.04% 362
2020
Q4
$35.5M Buy
471,478
+707
+0.2% +$56.2K 0.05% 323
2020
Q3
$37.2M Sell
470,771
-149,664
-24% -$11.8M 0.06% 281
2020
Q2
$50.4M Buy
620,435
+39,602
+7% +$3.18M 0.09% 210
2020
Q1
$41.9M Buy
580,833
+48,782
+9% +$3.98M 0.09% 196
2019
Q4
$44.1M Buy
532,051
+56,762
+12% +$4.64M 0.08% 213
2019
Q3
$38.5M Buy
475,289
+6,900
+1% +$534K 0.08% 217
2019
Q2
$36.2M Buy
468,389
+29,931
+7% +$2.28M 0.08% 223
2019
Q1
$33.6M Buy
438,458
+48,157
+12% +$3.52M 0.08% 229
2018
Q4
$27.9M Buy
390,301
+18,408
+5% +$1.35M 0.07% 228
2018
Q3
$26.1M Buy
371,893
+23
+0% +$1.63K 0.06% 253
2018
Q2
$25.4M Buy
371,870
+16,298
+5% +$1.06M 0.07% 236
2018
Q1
$24M Buy
355,572
+172,751
+94% +$12.8M 0.07% 237
2017
Q4
$14.8M Buy
182,821
+5,640
+3% +$457K 0.05% 317
2017
Q3
$13.6M Buy
177,181
+1,037
+0.6% +$80.6K 0.05% 302
2017
Q2
$13.5M Buy
176,144
+162,622
+1,203% +$12.8M 0.05% 302
2017
Q1
$1.05M Buy
13,522
+5,194
+62% +$393K 0.01% 1233
2016
Q4
$639K Sell
8,328
-55
-0.7% -$4.05K ﹤0.01% 1527
2016
Q3
$622K Sell
8,383
-400
-5% -$30.5K 0.01% 1529
2016
Q2
$685K Sell
8,783
-316,839
-97% -$23M 0.01% 1428
2016
Q1
$23.8M Buy
325,622
+21,177
+7% +$1.5M 0.07% 242
2015
Q4
$20.7M Buy
304,445
+139,469
+85% +$9.63M 0.06% 273
2015
Q3
$11.6M Buy
164,976
+4,128
+3% +$290K 0.06% 258
2015
Q2
$10.9M Sell
160,848
-28,542
-15% -$2.01M 0.06% 299
2015
Q1
$13.5M Sell
189,390
-9,594
-5% -$712K 0.07% 255
2014
Q4
$15.3M Buy
198,984
+9,808
+5% +$710K 0.08% 221
2014
Q3
$13.1M Sell
189,176
-2,576
-1% -$178K 0.08% 232
2014
Q2
$13.7M Sell
191,752
-14,648
-7% -$1.03M 0.08% 224
2014
Q1
$14.7M Sell
206,400
-11,563
-5% -$790K 0.09% 207
2013
Q4
$14.1M Buy
217,963
+28,533
+15% +$1.84M 0.09% 208
2013
Q3
$11.9M Sell
189,430
-10,904
-5% -$647K 0.08% 226
2013
Q2
$11.4M Buy
+200,334
New +$11.7M 0.08% 216

Other funds holding D

LPL Financial's D Position: Q1 2026 in Review

LPL Financial increased its Dominion Energy (D) stake by 8% in Q1 2026, buying an estimated $5.99M and bringing the position to 1,311,948 shares worth $81.1M. The position accounts for 0.02% of the portfolio, ranked #683.

LPL Financial first reported a position in D in Q2 2013 and has held it in 52 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • LPL Financial held 1,311,948 shares of Dominion Energy worth $81.1M as of Q1 2026.
  • LPL Financial bought 96,923 Dominion Energy shares in Q1 2026, an estimated $5.99M.
  • Dominion Energy made up 0.02% of LPL Financial's portfolio in Q1 2026, its #683 holding.
  • LPL Financial first reported a position in Dominion Energy in Q2 2013 and has held it in 52 quarters since.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.