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Operose Advisors’s Dominion Energy D Stock Holding History

Operose 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 		$13.7K Sell
200
-94
-32% -$6.11K ﹤0.01% 400
2026
Q1 		$18.2K Buy
294
+94
+47% +$5.81K ﹤0.01% 363
2025
Q4 		$11.7K Hold
200
– – ﹤0.01% 370
2025
Q3 		$12.2K Hold
200
– – ﹤0.01% 349
2025
Q2 		$11.3K Hold
200
– – ﹤0.01% 326
2025
Q1 		$11.2K Sell
200
-110
-35% -$6.05K ﹤0.01% 311
2024
Q4 		$16.7K Sell
310
-1,265
-80% -$72.2K 0.01% 278
2024
Q3 		$91K Buy
1,575
+1,150
+271% +$62.8K 0.03% 205
2024
Q2 		$20.8K Sell
425
-2,385
-85% -$122K 0.01% 346
2024
Q1 		$138K Buy
2,810
+2,385
+561% +$111K 0.05% 176
2023
Q4 		$20K Sell
425
-402
-49% -$17.9K 0.01% 364
2023
Q3 		$36.9K Buy
827
+311
+60% +$15.4K 0.01% 363
2023
Q2 		$26.7K Buy
516
+316
+158% +$17.2K 0.01% 207
2023
Q1 		$11.2K Hold
200
– – 0.01% 264
2022
Q4 		$12.3K Sell
200
-314
-61% -$19.7K 0.01% 259
2022
Q3 		$36K Buy
514
+314
+157% +$25.3K 0.02% 169
2022
Q2 		$16K Hold
200
– – 0.01% 213
2022
Q1 		$17K Hold
200
– – 0.01% 225
2021
Q4 		$16K Buy
+200
New +$15K 0.01% 224

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 $3.37T AUM 44.26% 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

Operose Advisors's D Position: Q2 2026 in Review

Operose Advisors reduced its Dominion Energy (D) stake by 32% in Q2 2026, selling an estimated $6.11K and leaving 200 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

Operose Advisors first reported a position in D in Q4 2021 and has held it in 19 quarters since. The position peaked at $138K in Q1 2024. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Operose Advisors held 200 shares of Dominion Energy worth $13.7K as of Q2 2026.
  • Operose Advisors sold 94 Dominion Energy shares in Q2 2026, an estimated $6.11K.
  • Dominion Energy made up ﹤0.01% of Operose Advisors's portfolio in Q2 2026, its #400 holding.
  • Operose Advisors first reported a position in Dominion Energy in Q4 2021 and has held it in 19 quarters since.
  • Operose Advisors's Dominion Energy position peaked at $138K in Q1 2024.
  • 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.