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Mutual Advisors’s Dominion Energy D Stock Holding History

Mutual 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 		$432K Sell
6,982
-819
-10% -$50.6K 0.01% 949
2025
Q4 		$457K Sell
7,801
-48
-0.6% -$2.89K 0.01% 918
2025
Q3 		$476K Sell
7,849
-709
-8% -$42.1K 0.01% 878
2025
Q2 		$503K Buy
8,558
+315
+4% +$17.3K 0.01% 774
2025
Q1 		$436K Sell
8,243
-2,680
-25% -$147K 0.01% 772
2024
Q4 		$601K Buy
10,923
+3,330
+44% +$190K 0.02% 643
2024
Q3 		$461K Sell
7,593
-933
-11% -$51K 0.01% 743
2024
Q2 		$451K Sell
8,526
-27,492
-76% -$1.4M 0.01% 745
2024
Q1 		$1.77M Sell
36,018
-1,741
-5% -$81.3K 0.06% 301
2023
Q4 		$1.77M Sell
37,759
-4,299
-10% -$192K 0.06% 301
2023
Q3 		$1.88M Buy
42,058
+18,251
+77% +$906K 0.07% 263
2023
Q2 		$1.23M Buy
23,807
+10,044
+73% +$546K 0.05% 376
2023
Q1 		$769K Sell
13,763
-11,561
-46% -$677K 0.03% 499
2022
Q4 		$1.55M Buy
25,324
+16,343
+182% +$1.03M 0.07% 291
2022
Q3 		$621K Buy
8,981
+628
+8% +$50.7K 0.03% 502
2022
Q2 		$667K Sell
8,353
-295
-3% -$24.4K 0.04% 452
2022
Q1 		$735K Buy
8,648
+99
+1% +$7.95K 0.04% 465
2021
Q4 		$672K Sell
8,549
-347
-4% -$26.1K 0.04% 496
2021
Q3 		$650K Sell
8,896
-1,001
-10% -$76.3K 0.04% 475
2021
Q2 		$728K Sell
9,897
-626
-6% -$48.3K 0.04% 437
2021
Q1 		$799K Buy
10,523
+3,084
+41% +$224K 0.05% 378
2020
Q4 		$559K Sell
7,439
-818
-10% -$65K 0.04% 439
2020
Q3 		$652K Sell
8,257
-2,074
-20% -$163K 0.06% 359
2020
Q2 		$839K Buy
10,331
+701
+7% +$56.2K 0.08% 254
2020
Q1 		$695K Buy
9,630
+3,744
+64% +$306K 0.09% 227
2019
Q4 		$487K Buy
5,886
+3,206
+120% +$262K 0.05% 346
2019
Q3 		$217K Buy
+2,680
New +$207K 0.03% 490

Other funds holding D

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mutual Advisors's D Position: Q1 2026 in Review

Mutual Advisors reduced its Dominion Energy (D) stake by 10% in Q1 2026, selling an estimated $50.6K and leaving 6,982 shares worth $432K. The position accounts for 0.01% of the portfolio, ranked #949.

Mutual Advisors first reported a position in D in Q3 2019 and has held it in 27 quarters since. The position peaked at $1.88M in Q3 2023. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Mutual Advisors held 6,982 shares of Dominion Energy worth $432K as of Q1 2026.
  • Mutual Advisors sold 819 Dominion Energy shares in Q1 2026, an estimated $50.6K.
  • Dominion Energy made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #949 holding.
  • Mutual Advisors first reported a position in Dominion Energy in Q3 2019 and has held it in 27 quarters since.
  • Mutual Advisors's Dominion Energy position peaked at $1.88M in Q3 2023.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.