Prospera Financial Services’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
$3.47M Sell
50,810
-857
-2% -$55.7K 0.05% 375
2026
Q1
$3.19M Sell
51,667
-1,037
-2% -$64.1K 0.05% 376
2025
Q4
$3.09M Sell
52,704
-8,537
-14% -$514K 0.05% 362
2025
Q3
$3.75M Buy
61,241
+6,355
+12% +$378K 0.06% 317
2025
Q2
$3.1M Sell
54,886
-8,215
-13% -$450K 0.06% 337
2025
Q1
$3.54M Buy
63,101
+3,481
+6% +$191K 0.08% 253
2024
Q4
$3.21M Buy
59,620
+7,401
+14% +$422K 0.07% 268
2024
Q3
$3.02M Buy
52,219
+132
+0.3% +$7.21K 0.08% 270
2024
Q2
$2.55M Sell
52,087
-3,095
-6% -$158K 0.07% 287
2024
Q1
$2.71M Sell
55,182
-3,141
-5% -$147K 0.08% 278
2023
Q4
$2.74M Sell
58,323
-4,802
-8% -$214K 0.09% 258
2023
Q3
$2.82M Buy
63,125
+669
+1% +$33.2K 0.11% 214
2023
Q2
$3.23M Buy
62,456
+12,261
+24% +$667K 0.12% 191
2023
Q1
$2.81M Buy
50,195
+3,757
+8% +$220K 0.12% 217
2022
Q4
$2.85M Sell
46,438
-1,259
-3% -$79.1K 0.14% 169
2022
Q3
$3.3M Buy
47,697
+25,073
+111% +$2.02M 0.17% 146
2022
Q2
$1.81M Sell
22,624
-24,901
-52% -$2.06M 0.09% 258
2022
Q1
$4.04M Buy
47,525
+1,612
+4% +$129K 0.17% 137
2021
Q4
$3.61M Buy
45,913
+2,689
+6% +$202K 0.16% 156
2021
Q3
$3.16M Sell
43,224
-1,045
-2% -$79.7K 0.16% 170
2021
Q2
$3.26M Buy
44,269
+4,200
+10% +$324K 0.16% 162
2021
Q1
$3.04M Sell
40,069
-88
-0.2% -$6.39K 0.18% 137
2020
Q4
$3.02M Buy
40,157
+38,962
+3,260% +$3.1M 0.21% 115
2020
Q3
$94K Sell
1,195
-37,915
-97% -$2.98M 0.04% 421
2020
Q2
$3.17M Buy
39,110
+10,086
+35% +$809K 0.28% 88
2020
Q1
$2.1M Buy
29,024
+170
+0.6% +$13.9K 0.22% 112
2019
Q4
$2.39M Sell
28,854
-660
-2% -$53.9K 0.18% 130
2019
Q3
$2.39M Buy
29,514
+668
+2% +$51.7K 0.25% 83
2019
Q2
$2.23M Buy
28,846
+12,390
+75% +$944K 0.25% 85
2019
Q1
$1.26M Buy
16,456
+5,265
+47% +$385K 0.42% 74
2018
Q4
$803K Buy
11,191
+1,145
+11% +$83.7K 0.16% 136
2018
Q3
$696K Sell
10,046
-608
-6% -$43K 0.13% 164
2018
Q2
$734K Sell
10,654
-1,486
-12% -$96.8K 0.1% 175
2018
Q1
$816K Sell
12,140
-35
-0.3% -$2.58K 0.11% 171
2017
Q4
$965K Sell
12,175
-153
-1% -$12.4K 0.15% 128
2017
Q3
$948K Sell
12,328
-400
-3% -$31.1K 0.14% 133
2017
Q2
$970K Sell
12,728
-466
-4% -$36.6K 0.16% 131
2017
Q1
$1.03M Buy
13,194
+1,254
+11% +$94.9K 0.18% 110
2016
Q4
$913K Sell
11,940
-214
-2% -$15.8K 0.18% 111
2016
Q3
$903K Buy
12,154
+304
+3% +$23.2K 0.18% 104
2016
Q2
$923K Buy
11,850
+1,891
+19% +$137K 0.19% 102
2016
Q1
$748K Buy
9,959
+2,826
+40% +$200K 0.17% 101
2015
Q4
$482K Buy
7,133
+2,730
+62% +$189K 0.11% 133
2015
Q3
$310K Buy
4,403
+2
+0% +$141 0.08% 182
2015
Q2
$294K Buy
4,401
+3
+0.1% +$211 0.07% 204
2015
Q1
$312K Buy
4,398
+4
+0.1% +$297 0.07% 211
2014
Q4
$338K Sell
4,394
-47
-1% -$3.4K 0.08% 190
2014
Q3
$307K Buy
4,441
+1,102
+33% +$76.1K 0.08% 200
2014
Q2
$239K Buy
3,339
+203
+6% +$14.2K 0.06% 229
2014
Q1
$223K Buy
3,136
+3
+0.1% +$205 0.07% 213
2013
Q4
$203K Sell
3,133
-1,529
-33% -$98.4K 0.07% 233
2013
Q3
$291K Buy
4,662
+1,094
+31% +$64.9K 0.11% 157
2013
Q2
$201K Buy
+3,568
New +$209K 0.09% 206

Other funds holding D

Prospera Financial Services's D Position: Q2 2026 in Review

Prospera Financial Services reduced its Dominion Energy (D) stake by 1.7% in Q2 2026, selling an estimated $55.7K and leaving 50,810 shares worth $3.47M. The position accounts for 0.05% of the portfolio, ranked #375.

Prospera Financial Services first reported a position in D in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.04M in Q1 2022. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Prospera Financial Services held 50,810 shares of Dominion Energy worth $3.47M as of Q2 2026.
  • Prospera Financial Services sold 857 Dominion Energy shares in Q2 2026, an estimated $55.7K.
  • Dominion Energy made up 0.05% of Prospera Financial Services's portfolio in Q2 2026, its #375 holding.
  • Prospera Financial Services first reported a position in Dominion Energy in Q2 2013 and has held it in 53 quarters since.
  • Prospera Financial Services's Dominion Energy position peaked at $4.04M in Q1 2022.
  • 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.