MLA
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My Legacy Advisors’s Dominion Energy D Stock Holding History

My Legacy 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
2025
Q2 		$722K Buy
12,418
+320
+3% +$17.5K 0.26% 109
2025
Q1 		$678K Sell
12,098
-302
-2% -$16.6K 0.26% 115
2024
Q4 		$665K Buy
12,400
+276
+2% +$15.7K 0.26% 108
2024
Q3 		$701K Sell
12,124
-2,930
-19% -$160K 0.28% 111
2024
Q2 		$738K Buy
15,054
+277
+2% +$14.1K 0.24% 114
2024
Q1 		$727K Buy
14,777
+293
+2% +$13.7K 0.24% 120
2023
Q4 		$682K Sell
14,484
-1,693
-10% -$75.6K 0.25% 124
2023
Q3 		$657K Buy
16,177
+1,367
+9% +$67.9K 0.27% 116
2023
Q2 		$786K Buy
14,810
+885
+6% +$48.1K 0.31% 106
2023
Q1 		$807K Buy
13,925
+409
+3% +$23.9K 0.35% 93
2022
Q4 		$814K Buy
13,516
+2,232
+20% +$140K 0.35% 102
2022
Q3 		$726K Buy
11,284
+2,191
+24% +$177K 0.37% 95
2022
Q2 		$725K Buy
9,093
+1,276
+16% +$105K 0.36% 99
2022
Q1 		$664K Buy
+7,817
New +$628K 0.31% 112

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

My Legacy Advisors's D Position: Q2 2025 in Review

My Legacy Advisors increased its Dominion Energy (D) stake by 2.6% in Q2 2025, buying an estimated $17.5K and bringing the position to 12,418 shares worth $722K. The position accounts for 0.26% of the portfolio, ranked #109.

My Legacy Advisors first reported a position in D in Q1 2022 and has held it in 14 quarters since. The position peaked at $814K in Q4 2022. 1,350 funds tracked by Wall St. Rank hold D as of Q2 2025.

  • My Legacy Advisors held 12,418 shares of Dominion Energy worth $722K as of Q2 2025.
  • My Legacy Advisors bought 320 Dominion Energy shares in Q2 2025, an estimated $17.5K.
  • Dominion Energy made up 0.26% of My Legacy Advisors's portfolio in Q2 2025, its #109 holding.
  • My Legacy Advisors first reported a position in Dominion Energy in Q1 2022 and has held it in 14 quarters since.
  • My Legacy Advisors's Dominion Energy position peaked at $814K in Q4 2022.
  • 1,350 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.