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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
Q2 		$491K Sell
7,187
-257
-3% -$16.7K 0.01% 794
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

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
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 $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mount Yale Investment Advisors's D Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Dominion Energy (D) stake by 3.5% in Q2 2026, selling an estimated $16.7K and leaving 7,187 shares worth $491K. The position accounts for 0.01% of the portfolio, ranked #794.

Mount Yale Investment Advisors first reported a position in D in Q1 2018 and has held it in 13 quarters since. The position peaked at $580K in Q2 2022. 1,553 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Mount Yale Investment Advisors held 7,187 shares of Dominion Energy worth $491K as of Q2 2026.
  • Mount Yale Investment Advisors sold 257 Dominion Energy shares in Q2 2026, an estimated $16.7K.
  • Dominion Energy made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #794 holding.
  • Mount Yale Investment Advisors first reported a position in Dominion Energy in Q1 2018 and has held it in 13 quarters since.
  • Mount Yale Investment Advisors's Dominion Energy position peaked at $580K in Q2 2022.
  • 1,553 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.