Proficio Capital Partners’s Dominion Energy D Stock Holding History

Proficio Capital Partners’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	$204K	Buy	+2,991	New	+$194K	0.01%	652
2020 Q3	–	Sell	-2,578	Closed	-$209K	–	178
2020 Q2	$209K	Buy	+2,578	New	+$207K	0.04%	159
2019 Q3	–	Sell	-557	Closed	-$43K	–	480
2019 Q2	$43K	Buy	557 +361	+184%	+$27.5K	0.01%	427
2019 Q1	$15K	Sell	196 -189	-49%	-$13.8K	0.01%	745
2018 Q4	$28K	Sell	385 -33	-8%	-$2.41K	0.01%	450
2018 Q3	$29K	Buy	418 +391	+1,448%	+$27.7K	0.01%	482
2018 Q2	$2K	Sell	27 -12	-31%	-$782	﹤0.01%	1120
2018 Q1	$3K	Sell	39 -149	-79%	-$11K	﹤0.01%	1067
2017 Q4	$15K	Buy	188 +33	+21%	+$2.67K	﹤0.01%	666
2017 Q3	$12K	Hold	155	–	–	﹤0.01%	726
2017 Q2	$12K	Sell	155 -7	-4%	-$550	0.01%	748
2017 Q1	$13K	Buy	162 +79	+95%	+$5.98K	0.01%	739
2016 Q4	$6K	Hold	83	–	–	﹤0.01%	704
2016 Q3	$6K	Hold	83	–	–	﹤0.01%	674
2016 Q2	$6K	Buy	83 +26	+46%	+$1.89K	﹤0.01%	655
2016 Q1	$4K	Buy	57 +33	+138%	+$2.33K	﹤0.01%	551
2015 Q4	$2K	Buy	+24	New	+$1.66K	﹤0.01%	638

Other funds holding D

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Proficio Capital Partners's D Position: Q2 2026 in Review

Proficio Capital Partners opened a new position in Dominion Energy (D) in Q2 2026: 2,991 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #652 among its holdings. This is a return to the name: Proficio Capital Partners previously reported a position in D as recently as Q2 2020.

Proficio Capital Partners first reported a position in D in Q4 2015 and has held it in 17 quarters since. The position peaked at $209K in Q2 2020. 1,552 funds tracked by Wall St. Rank hold D as of Q2 2026.

Proficio Capital Partners held 2,991 shares of Dominion Energy worth $204K as of Q2 2026.
Dominion Energy was a new Proficio Capital Partners position in Q2 2026.
Dominion Energy made up 0.01% of Proficio Capital Partners's portfolio in Q2 2026, its #652 holding.
Proficio Capital Partners first reported a position in Dominion Energy in Q4 2015 and has held it in 17 quarters since.
Proficio Capital Partners's Dominion Energy position peaked at $209K in Q2 2020.
1,552 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.