Sheaff Brock Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $220K | Buy |
+3,915
| New | +$215K | 0.02% | 384 |
|
|
2023
Q4 | – | Sell |
-4,760
| Closed | -$213K | – | 486 |
|
|
2023
Q3 | $213K | Sell |
4,760
-100
| -2% | -$4.96K | 0.02% | 389 |
|
|
2023
Q2 | $252K | Hold |
4,860
| – | – | 0.02% | 381 |
|
|
2023
Q1 | $272K | Hold |
4,860
| – | – | 0.03% | 375 |
|
|
2022
Q4 | $298K | Buy |
4,860
+70
| +1% | +$4.4K | 0.03% | 342 |
|
|
2022
Q3 | $331K | Buy |
4,790
+5
| +0.1% | +$404 | 0.04% | 306 |
|
|
2022
Q2 | $382K | Sell |
4,785
-115
| -2% | -$9.5K | 0.03% | 289 |
|
|
2022
Q1 | $416K | Buy |
4,900
+625
| +15% | +$50.2K | 0.03% | 308 |
|
|
2021
Q4 | $336K | Sell |
4,275
-3,389
| -44% | -$255K | 0.02% | 352 |
|
|
2021
Q3 | $560K | Sell |
7,664
-75
| -1% | -$5.72K | 0.04% | 247 |
|
|
2021
Q2 | $570K | Sell |
7,739
-782
| -9% | -$60.4K | 0.04% | 247 |
|
|
2021
Q1 | $647K | Hold |
8,521
| – | – | 0.05% | 212 |
|
|
2020
Q4 | $641K | Sell |
8,521
-1,460
| -15% | -$116K | 0.05% | 199 |
|
|
2020
Q3 | $788K | Sell |
9,981
-293
| -3% | -$23K | 0.07% | 159 |
|
|
2020
Q2 | $834K | Buy |
10,274
+863
| +9% | +$69.2K | 0.08% | 150 |
|
|
2020
Q1 | $679K | Sell |
9,411
-4,452
| -32% | -$364K | 0.09% | 140 |
|
|
2019
Q4 | $1.15M | Buy |
13,863
+336
| +2% | +$27.5K | 0.11% | 122 |
|
|
2019
Q3 | $1.1M | Buy |
13,527
+100
| +0.7% | +$7.73K | 0.12% | 124 |
|
|
2019
Q2 | $1.04M | Buy |
13,427
+75
| +0.6% | +$5.71K | 0.11% | 137 |
|
|
2019
Q1 | $1.02M | Sell |
13,352
-1,041
| -7% | -$76K | 0.12% | 136 |
|
|
2018
Q4 | $1.03M | Sell |
14,393
-4,049
| -22% | -$296K | 0.16% | 111 |
|
|
2018
Q3 | $1.3M | Buy |
18,442
+79
| +0.4% | +$5.59K | 0.12% | 113 |
|
|
2018
Q2 | $1.25M | Sell |
18,363
-4,158
| -18% | -$271K | 0.12% | 118 |
|
|
2018
Q1 | $1.52M | Buy |
22,521
+7,756
| +53% | +$573K | 0.16% | 98 |
|
|
2017
Q4 | $1.2M | Sell |
14,765
-163
| -1% | -$13.2K | 0.16% | 128 |
|
|
2017
Q3 | $1.15M | Buy |
14,928
+279
| +2% | +$21.7K | 0.15% | 125 |
|
|
2017
Q2 | $1.12M | Buy |
14,649
+328
| +2% | +$25.8K | 0.15% | 134 |
|
|
2017
Q1 | $1.11M | Buy |
14,321
+27
| +0.2% | +$2.04K | 0.14% | 132 |
|
|
2016
Q4 | $1.09M | Buy |
14,294
+1,808
| +14% | +$133K | 0.14% | 143 |
|
|
2016
Q3 | $927K | Buy |
12,486
+94
| +0.8% | +$7.16K | 0.12% | 158 |
|
|
2016
Q2 | $966K | Sell |
12,392
-830
| -6% | -$60.2K | 0.12% | 171 |
|
|
2016
Q1 | $993K | Buy |
13,222
+322
| +2% | +$22.8K | 0.12% | 168 |
|
|
2015
Q4 | $872K | Buy |
+12,900
| New | +$891K | 0.1% | 204 |
|
Other funds holding D
Sheaff Brock Investment Advisors's D Position: Q1 2025 in Review
Sheaff Brock Investment Advisors opened a new position in Dominion Energy (D) in Q1 2025: 3,915 shares worth $220K. The stake represents 0.02% of the portfolio and ranks #384 among its holdings. This is a return to the name: Sheaff Brock Investment Advisors previously reported a position in D as recently as Q3 2023.
Sheaff Brock Investment Advisors first reported a position in D in Q4 2015 and has held it in 33 quarters since. The position peaked at $1.52M in Q1 2018. 1,403 funds tracked by Wall St. Rank hold D as of Q1 2025.
- Sheaff Brock Investment Advisors held 3,915 shares of Dominion Energy worth $220K as of Q1 2025.
- Dominion Energy was a new Sheaff Brock Investment Advisors position in Q1 2025.
- Dominion Energy made up 0.02% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #384 holding.
- Sheaff Brock Investment Advisors first reported a position in Dominion Energy in Q4 2015 and has held it in 33 quarters since.
- Sheaff Brock Investment Advisors's Dominion Energy position peaked at $1.52M in Q1 2018.
- 1,403 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2025.
Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.