Probity Advisors’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $233K | Hold |
3,412
| – | – | 0.03% | 220 |
|
|
2026
Q1 | $211K | Buy |
+3,412
| New | +$211K | 0.03% | 224 |
|
|
2025
Q4 | – | Sell |
-3,412
| Closed | -$209K | – | 236 |
|
|
2025
Q3 | $209K | Sell |
3,412
-362
| -10% | -$21.5K | 0.03% | 230 |
|
|
2025
Q2 | $213K | Hold |
3,774
| – | – | 0.04% | 224 |
|
|
2025
Q1 | $212K | Hold |
3,774
| – | – | 0.04% | 219 |
|
|
2024
Q4 | $203K | Hold |
3,774
| – | – | 0.04% | 228 |
|
|
2024
Q3 | $218K | Buy |
+3,774
| New | +$206K | 0.04% | 217 |
|
|
2022
Q4 | $231K | Hold |
3,774
| – | – | 0.05% | 170 |
|
|
2022
Q3 | $261K | Hold |
3,774
| – | – | 0.06% | 158 |
|
|
2022
Q2 | $301K | Hold |
3,774
| – | – | 0.07% | 152 |
|
|
2022
Q1 | $321K | Sell |
3,774
-750
| -17% | -$60.2K | 0.07% | 157 |
|
|
2021
Q4 | $355K | Hold |
4,524
| – | – | 0.07% | 157 |
|
|
2021
Q3 | $330K | Buy |
4,524
+250
| +6% | +$19.1K | 0.07% | 169 |
|
|
2021
Q2 | $314K | Hold |
4,274
| – | – | 0.07% | 163 |
|
|
2021
Q1 | $325K | Buy |
+4,274
| New | +$310K | 0.07% | 155 |
|
|
2020
Q3 | $298K | Hold |
3,774
| – | – | 0.08% | 147 |
|
|
2020
Q2 | $306K | Hold |
3,774
| – | – | 0.09% | 145 |
|
|
2020
Q1 | $272K | Sell |
3,774
-245
| -6% | -$20K | 0.1% | 138 |
|
|
2019
Q4 | $333K | Hold |
4,019
| – | – | 0.1% | 144 |
|
|
2019
Q3 | $326K | Hold |
4,019
| – | – | 0.11% | 140 |
|
|
2019
Q2 | $311K | Hold |
4,019
| – | – | 0.1% | 143 |
|
|
2019
Q1 | $308K | Sell |
4,019
-200
| -5% | -$14.6K | 0.11% | 140 |
|
|
2018
Q4 | $301K | Hold |
4,219
| – | – | 0.11% | 137 |
|
|
2018
Q3 | $297K | Hold |
4,219
| – | – | 0.1% | 139 |
|
|
2018
Q2 | $288K | Hold |
4,219
| – | – | 0.1% | 136 |
|
|
2018
Q1 | $284K | Hold |
4,219
| – | – | 0.1% | 133 |
|
|
2017
Q4 | $342K | Hold |
4,219
| – | – | 0.12% | 119 |
|
|
2017
Q3 | $325K | Hold |
4,219
| – | – | 0.12% | 106 |
|
|
2017
Q2 | $323K | Hold |
4,219
| – | – | 0.12% | 108 |
|
|
2017
Q1 | $327K | Hold |
4,219
| – | – | 0.13% | 107 |
|
|
2016
Q4 | $323K | Hold |
4,219
| – | – | 0.14% | 108 |
|
|
2016
Q3 | $313K | Sell |
4,219
-12
| -0.3% | -$914 | 0.14% | 110 |
|
|
2016
Q2 | $330K | Buy |
+4,231
| New | +$307K | 0.15% | 107 |
|
Other funds holding D
Probity Advisors's D Position: Q2 2026 in Review
Probity Advisors held its Dominion Energy (D) position steady in Q2 2026 at 3,412 shares worth $233K. The position accounts for 0.03% of the portfolio, ranked #220.
Probity Advisors first reported a position in D in Q2 2016 and has held it in 33 quarters since. The position peaked at $355K in Q4 2021. 1,552 funds tracked by Wall St. Rank hold D as of Q2 2026.
- Probity Advisors held 3,412 shares of Dominion Energy worth $233K as of Q2 2026.
- Probity Advisors left its Dominion Energy share count unchanged in Q2 2026.
- Dominion Energy made up 0.03% of Probity Advisors's portfolio in Q2 2026, its #220 holding.
- Probity Advisors first reported a position in Dominion Energy in Q2 2016 and has held it in 33 quarters since.
- Probity Advisors's Dominion Energy position peaked at $355K in Q4 2021.
- 1,552 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.
Based on Probity Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.