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Procyon Advisors’s Dominion Energy D Stock Holding History

Procyon 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 		$222K Sell
3,256
-107
-3% -$6.96K 0.01% 529
2026
Q1 		$208K Buy
+3,363
New +$208K 0.01% 547
2024
Q4 		– Sell
-5,688
Closed -$328K – 558
2024
Q3 		$328K Sell
5,688
-3,698
-39% -$202K 0.02% 430
2024
Q2 		$460K Sell
9,386
-1,925
-17% -$98.1K 0.03% 334
2024
Q1 		$556K Sell
11,311
-1,283
-10% -$59.9K 0.04% 311
2023
Q4 		$592K Sell
12,594
-2,443
-16% -$109K 0.05% 286
2023
Q3 		$672K Sell
15,037
-2,132
-12% -$106K 0.07% 254
2023
Q2 		$889K Buy
17,169
+2,154
+14% +$117K 0.11% 172
2023
Q1 		$839K Sell
15,015
-606
-4% -$35.5K 0.14% 147
2022
Q4 		$958K Buy
15,621
+5,215
+50% +$328K 0.18% 130
2022
Q3 		$719K Buy
10,406
+1,820
+21% +$147K 0.18% 118
2022
Q2 		$685K Sell
8,586
-1,114
-11% -$92K 0.15% 138
2022
Q1 		$824K Buy
9,700
+2,225
+30% +$179K 0.17% 122
2021
Q4 		$587K Buy
7,475
+496
+7% +$37.3K 0.13% 158
2021
Q3 		$510K Buy
6,979
+1,956
+39% +$149K 0.13% 150
2021
Q2 		$370K Buy
+5,023
New +$388K 0.1% 175
2020
Q3 		– Sell
-325
Closed -$26K – 384
2020
Q2 		$26K Hold
325
– – 0.01% 494
2020
Q1 		$23K Buy
325
+312
+2,400% +$25.5K 0.02% 456
2019
Q4 		$1K Buy
+13
New +$1.06K ﹤0.01% 925

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

Procyon Advisors's D Position: Q2 2026 in Review

Procyon Advisors reduced its Dominion Energy (D) stake by 3.2% in Q2 2026, selling an estimated $6.96K and leaving 3,256 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #529.

Procyon Advisors first reported a position in D in Q4 2019 and has held it in 19 quarters since. The position peaked at $958K in Q4 2022. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Procyon Advisors held 3,256 shares of Dominion Energy worth $222K as of Q2 2026.
  • Procyon Advisors sold 107 Dominion Energy shares in Q2 2026, an estimated $6.96K.
  • Dominion Energy made up 0.01% of Procyon Advisors's portfolio in Q2 2026, its #529 holding.
  • Procyon Advisors first reported a position in Dominion Energy in Q4 2019 and has held it in 19 quarters since.
  • Procyon Advisors's Dominion Energy position peaked at $958K in Q4 2022.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Procyon Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.