Mount Yale Investment Advisors’s Dominion Energy D Stock Holding History

Mount Yale Investment 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	$460K	Buy	+7,444	New	+$460K	0.01%	741
2025 Q4	–	Sell	-4,769	Closed	-$292K	–	736
2025 Q3	$292K	Buy	4,769 +4,079	+591%	+$242K	0.02%	529
2025 Q2	$39K	Buy	+690	New	+$37.8K	﹤0.01%	885
2022 Q4	–	Sell	-5,798	Closed	-$401K	–	464
2022 Q3	$401K	Sell	5,798 -1,466	-20%	-$118K	0.05%	302
2022 Q2	$580K	Buy	7,264 +1,602	+28%	+$132K	0.07%	262
2022 Q1	$481K	Buy	5,662 +225	+4%	+$18.1K	0.05%	308
2021 Q4	$427K	Buy	5,437 +1,029	+23%	+$77.4K	0.04%	316
2021 Q3	$322K	Buy	4,408 +838	+23%	+$63.9K	0.04%	342
2021 Q2	$263K	Buy	3,570 +40	+1%	+$3.09K	0.03%	351
2021 Q1	$268K	Buy	+3,530	New	+$256K	0.04%	338
2018 Q3	–	Sell	-185	Closed	-$13K	–	950
2018 Q2	$13K	Buy	185 +85	+85%	+$5.54K	﹤0.01%	855
2018 Q1	$7K	Buy	+100	New	+$7.38K	﹤0.01%	881

Other funds holding D

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 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

Mount Yale Investment Advisors's D Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Dominion Energy (D) in Q1 2026: 7,444 shares worth $460K. The stake represents 0.01% of the portfolio and ranks #741 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in D as recently as Q3 2025.

Mount Yale Investment Advisors first reported a position in D in Q1 2018 and has held it in 12 quarters since. The position peaked at $580K in Q2 2022. 1,480 funds tracked by Wall St. Rank hold D as of Q1 2026.

Mount Yale Investment Advisors held 7,444 shares of Dominion Energy worth $460K as of Q1 2026.
Dominion Energy was a new Mount Yale Investment Advisors position in Q1 2026.
Dominion Energy made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #741 holding.
Mount Yale Investment Advisors first reported a position in Dominion Energy in Q1 2018 and has held it in 12 quarters since.
Mount Yale Investment Advisors's Dominion Energy position peaked at $580K in Q2 2022.
1,480 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.