Sequoia 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 | $3.04M | Buy |
44,524
+4,549
| +11% | +$296K | 0.02% | 471 |
|
|
2026
Q1 | $2.47M | Buy |
39,975
+6,571
| +20% | +$406K | 0.01% | 533 |
|
|
2025
Q4 | $1.96M | Buy |
33,404
+7,016
| +27% | +$423K | 0.01% | 579 |
|
|
2025
Q3 | $1.61M | Sell |
26,388
-819
| -3% | -$48.7K | 0.01% | 596 |
|
|
2025
Q2 | $1.54M | Buy |
27,207
+9,085
| +50% | +$498K | 0.01% | 543 |
|
|
2025
Q1 | $1.02M | Sell |
18,122
-1,307
| -7% | -$71.9K | 0.01% | 613 |
|
|
2024
Q4 | $1.05M | Buy |
19,429
+1,144
| +6% | +$65.3K | 0.01% | 567 |
|
|
2024
Q3 | $1.06M | Buy |
18,285
+1,458
| +9% | +$79.7K | 0.01% | 528 |
|
|
2024
Q2 | $825K | Buy |
16,827
+1,762
| +12% | +$89.8K | 0.01% | 533 |
|
|
2024
Q1 | $741K | Sell |
15,065
-3,871
| -20% | -$181K | 0.01% | 567 |
|
|
2023
Q4 | $890K | Buy |
18,936
+8,484
| +81% | +$379K | 0.01% | 560 |
|
|
2023
Q3 | $467K | Buy |
10,452
+1,219
| +13% | +$60.5K | 0.01% | 538 |
|
|
2023
Q2 | $478K | Buy |
9,233
+2,108
| +30% | +$115K | 0.01% | 538 |
|
|
2023
Q1 | $398K | Sell |
7,125
-255
| -3% | -$14.9K | 0.01% | 533 |
|
|
2022
Q4 | $453K | Buy |
7,380
+2,138
| +41% | +$134K | 0.01% | 460 |
|
|
2022
Q3 | $362K | Sell |
5,242
-1,956
| -27% | -$158K | 0.01% | 345 |
|
|
2022
Q2 | $575K | Buy |
7,198
+3
| +0% | +$248 | 0.02% | 302 |
|
|
2022
Q1 | $611K | Buy |
7,195
+1,661
| +30% | +$133K | 0.02% | 319 |
|
|
2021
Q4 | $435K | Buy |
+5,534
| New | +$416K | 0.01% | 356 |
|
|
2021
Q3 | – | Sell |
-7,363
| Closed | -$542K | – | 301 |
|
|
2021
Q2 | $542K | Buy |
7,363
+3,739
| +103% | +$289K | 0.02% | 267 |
|
|
2021
Q1 | $275K | Sell |
3,624
-244
| -6% | -$17.7K | 0.01% | 357 |
|
|
2020
Q4 | $291K | Sell |
3,868
-194
| -5% | -$15.4K | 0.01% | 325 |
|
|
2020
Q3 | $321K | Sell |
4,062
-252
| -6% | -$19.8K | 0.02% | 285 |
|
|
2020
Q2 | $350K | Sell |
4,314
-212
| -5% | -$17K | 0.02% | 269 |
|
|
2020
Q1 | $327K | Buy |
4,526
+702
| +18% | +$57.3K | 0.02% | 254 |
|
|
2019
Q4 | $317K | Sell |
3,824
-3,277
| -46% | -$268K | 0.02% | 290 |
|
|
2019
Q3 | $575K | Sell |
7,101
-1,046
| -13% | -$80.9K | 0.04% | 180 |
|
|
2019
Q2 | $630K | Sell |
8,147
-78
| -0.9% | -$5.94K | 0.05% | 170 |
|
|
2019
Q1 | $631K | Buy |
8,225
+3,638
| +79% | +$266K | 0.05% | 161 |
|
|
2018
Q4 | $328K | Buy |
4,587
+1,158
| +34% | +$84.6K | 0.04% | 194 |
|
|
2018
Q3 | $241K | Sell |
3,429
-20
| -0.6% | -$1.42K | 0.02% | 266 |
|
|
2018
Q2 | $235K | Buy |
3,449
+20
| +0.6% | +$1.3K | 0.03% | 271 |
|
|
2018
Q1 | $231K | Sell |
3,429
-407
| -11% | -$30.1K | 0.02% | 262 |
|
|
2017
Q4 | $311K | Buy |
3,836
+256
| +7% | +$20.7K | 0.03% | 221 |
|
|
2017
Q3 | $275K | Buy |
3,580
+828
| +30% | +$64.4K | 0.03% | 219 |
|
|
2017
Q2 | $211K | Hold |
2,752
| – | – | 0.03% | 259 |
|
|
2017
Q1 | $213K | Hold |
2,752
| – | – | 0.03% | 248 |
|
|
2016
Q4 | $211K | Buy |
+2,752
| New | +$203K | 0.03% | 253 |
|
Other funds holding D
Sequoia Financial Advisors's D Position: Q2 2026 in Review
Sequoia Financial Advisors increased its Dominion Energy (D) stake by 11% in Q2 2026, buying an estimated $296K and bringing the position to 44,524 shares worth $3.04M. The position accounts for 0.02% of the portfolio, ranked #471.
Sequoia Financial Advisors first reported a position in D in Q4 2016 and has held it in 38 quarters since. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.
- Sequoia Financial Advisors held 44,524 shares of Dominion Energy worth $3.04M as of Q2 2026.
- Sequoia Financial Advisors bought 4,549 Dominion Energy shares in Q2 2026, an estimated $296K.
- Dominion Energy made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #471 holding.
- Sequoia Financial Advisors first reported a position in Dominion Energy in Q4 2016 and has held it in 38 quarters since.
- 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.
Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.