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MKT Advisors’s Dominion Energy D Stock Holding History

MKT 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 		– Sell
-3,478
Closed -$204K – 158
2025
Q4 		$204K Sell
3,478
-550
-14% -$33.1K 0.07% 162
2025
Q3 		$245K Sell
4,028
-400
-9% -$23.8K 0.09% 143
2025
Q2 		$255K Buy
4,428
+4
+0.1% +$219 0.1% 138
2025
Q1 		$225K Hold
4,424
– – 0.11% 131
2024
Q4 		$245K Sell
4,424
-797
-15% -$45.5K 0.11% 128
2024
Q3 		$305K Sell
5,221
-166
-3% -$9.07K 0.14% 110
2024
Q2 		$267K Buy
5,387
+25
+0.5% +$1.27K 0.13% 121
2024
Q1 		$262K Buy
+5,362
New +$250K 0.14% 116
2023
Q2 		– Sell
-5,142
Closed -$295K – 145
2023
Q1 		$295K Sell
5,142
-160
-3% -$9.36K 0.22% 91
2022
Q4 		$331K Sell
5,302
-102
-2% -$6.41K 0.25% 81
2022
Q3 		$373K Buy
5,404
+56
+1% +$4.52K 0.32% 66
2022
Q2 		$427K Sell
5,348
-46
-0.9% -$3.8K 0.33% 66
2022
Q1 		$452K Buy
5,394
+36
+0.7% +$2.89K 0.34% 65
2021
Q4 		$415K Buy
+5,358
New +$403K 0.33% 69

Other funds holding D

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MKT Advisors's D Position: Q1 2026 in Review

MKT Advisors sold out of Dominion Energy (D) in Q1 2026, closing a stake of 3,478 shares — an estimated $204K sold.

MKT Advisors first reported a position in D in Q4 2021 and held it in 14 quarters. The position peaked at $452K in Q1 2022. 1,486 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • MKT Advisors reported no remaining Dominion Energy position as of Q1 2026 after selling out during the quarter.
  • MKT Advisors sold 3,478 Dominion Energy shares in Q1 2026, an estimated $204K.
  • MKT Advisors first reported a position in Dominion Energy in Q4 2021 and held it in 14 quarters.
  • MKT Advisors's Dominion Energy position peaked at $452K in Q1 2022.
  • 1,486 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on MKT Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.