SageView Advisory Group’s Dominion Energy D Stock Holding History

SageView Advisory Group’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	$2.08M	Sell	30,425 -1,341	-4%	-$87.2K	0.07%	150
2026 Q1	$1.96M	Sell	31,766 -23,488	-43%	-$1.45M	0.07%	140
2025 Q4	$3.24M	Sell	55,254 -913	-2%	-$55K	0.11%	111
2025 Q3	$3.44M	Buy	56,167 +28,199	+101%	+$1.68M	0.12%	110
2025 Q2	$1.62M	Buy	27,968 +4,955	+22%	+$271K	0.06%	170
2025 Q1	$1.29M	Sell	23,013 -752	-3%	-$41.4K	0.06%	193
2024 Q4	$1.28M	Buy	23,765 +7,686	+48%	+$438K	0.06%	187
2024 Q3	$929K	Sell	16,079 -5,369	-25%	-$293K	0.05%	209
2024 Q2	$1.05M	Buy	21,448 +944	+5%	+$48.1K	0.05%	215
2024 Q1	$1.01M	Sell	20,504 -9,927	-33%	-$464K	0.05%	196
2023 Q4	$1.39M	Buy	30,431 +18,405	+153%	+$822K	0.06%	204
2023 Q3	$537K	Sell	12,026 -3,398	-22%	-$169K	0.03%	321
2023 Q2	$799K	Sell	15,424 -975	-6%	-$53K	0.04%	265
2023 Q1	$917K	Buy	16,399 +12,571	+328%	+$736K	0.06%	215
2022 Q4	$235K	Buy	+3,828	New	+$240K	0.02%	373

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

SageView Advisory Group's D Position: Q2 2026 in Review

SageView Advisory Group reduced its Dominion Energy (D) stake by 4.2% in Q2 2026, selling an estimated $87.2K and leaving 30,425 shares worth $2.08M. The position accounts for 0.07% of the portfolio, ranked #150.

SageView Advisory Group first reported a position in D in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.44M in Q3 2025. 1,552 funds tracked by Wall St. Rank hold D as of Q2 2026.

SageView Advisory Group held 30,425 shares of Dominion Energy worth $2.08M as of Q2 2026.
SageView Advisory Group sold 1,341 Dominion Energy shares in Q2 2026, an estimated $87.2K.
Dominion Energy made up 0.07% of SageView Advisory Group's portfolio in Q2 2026, its #150 holding.
SageView Advisory Group first reported a position in Dominion Energy in Q4 2022 and has held it in 15 quarters since.
SageView Advisory Group's Dominion Energy position peaked at $3.44M in Q3 2025.
1,552 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.