Pure Financial 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
$405K Buy
5,934
+351
+6% +$22.8K 0.01% 422
2026
Q1
$345K Sell
5,583
-268
-5% -$16.6K 0.01% 421
2025
Q4
$343K Sell
5,851
-1,200
-17% -$72.3K 0.01% 393
2025
Q3
$431K Sell
7,051
-55
-0.8% -$3.27K 0.01% 336
2025
Q2
$402K Buy
7,106
+2,630
+59% +$144K 0.01% 334
2025
Q1
$251K Buy
4,476
+279
+7% +$15.3K 0.01% 338
2024
Q4
$226K Buy
+4,197
New +$239K 0.01% 317
2024
Q2
Sell
-4,594
Closed -$226K 320
2024
Q1
$226K Buy
+4,594
New +$215K 0.01% 286
2020
Q1
Sell
-2,423
Closed -$201K 136
2019
Q4
$201K Buy
+2,423
New +$198K 0.03% 134

Other funds holding D

Pure Financial Advisors's D Position: Q2 2026 in Review

Pure Financial Advisors increased its Dominion Energy (D) stake by 6.3% in Q2 2026, buying an estimated $22.8K and bringing the position to 5,934 shares worth $405K. The position accounts for 0.01% of the portfolio, ranked #422.

Pure Financial Advisors first reported a position in D in Q4 2019 and has held it in 9 quarters since. The position peaked at $431K in Q3 2025. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Pure Financial Advisors held 5,934 shares of Dominion Energy worth $405K as of Q2 2026.
  • Pure Financial Advisors bought 351 Dominion Energy shares in Q2 2026, an estimated $22.8K.
  • Dominion Energy made up 0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #422 holding.
  • Pure Financial Advisors first reported a position in Dominion Energy in Q4 2019 and has held it in 9 quarters since.
  • Pure Financial Advisors's Dominion Energy position peaked at $431K in Q3 2025.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.