Scarborough Advisors’s Dominion Energy D Stock Holding History

Scarborough 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	–	Sell	-620	Closed	-$38.3K	–	267
2026 Q1	$38.3K	Buy	620 +51	+9%	+$3.15K	﹤0.01%	263
2025 Q4	$33.3K	Buy	569 +519	+1,038%	+$31.3K	0.01%	164
2025 Q3	$3.06K	Hold	50	–	–	﹤0.01%	339
2025 Q2	$2.83K	Buy	+50	New	+$2.74K	﹤0.01%	331
2024 Q3	–	Sell	-50	Closed	-$2.45K	–	200
2024 Q2	$2.45K	Hold	50	–	–	﹤0.01%	296
2024 Q1	$2.46K	Buy	+50	New	+$2.34K	﹤0.01%	294

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

Scarborough Advisors's D Position: Q2 2026 in Review

Scarborough Advisors sold out of Dominion Energy (D) in Q2 2026, closing a stake of 620 shares — an estimated $38.3K sold.

Scarborough Advisors first reported a position in D in Q1 2024 and held it in 6 quarters. The position peaked at $38.3K in Q1 2026. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

Scarborough Advisors reported no remaining Dominion Energy position as of Q2 2026 after selling out during the quarter.
Scarborough Advisors sold 620 Dominion Energy shares in Q2 2026, an estimated $38.3K.
Scarborough Advisors first reported a position in Dominion Energy in Q1 2024 and held it in 6 quarters.
Scarborough Advisors's Dominion Energy position peaked at $38.3K in Q1 2026.
1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.