Sigma Planning Corp’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
Q1 | $866K | Sell |
14,011
-150
| -1% | -$9.27K | 0.02% | 626 |
|
|
2025
Q4 | $830K | Sell |
14,161
-1,981
| -12% | -$119K | 0.02% | 610 |
|
|
2025
Q3 | $987K | Sell |
16,142
-1,738
| -10% | -$103K | 0.03% | 535 |
|
|
2025
Q2 | $1.01M | Sell |
17,880
-5,962
| -25% | -$327K | 0.03% | 499 |
|
|
2025
Q1 | $1.34M | Sell |
23,842
-272
| -1% | -$15K | 0.04% | 387 |
|
|
2024
Q4 | $1.3M | Buy |
24,114
+910
| +4% | +$51.9K | 0.04% | 404 |
|
|
2024
Q3 | $1.34M | Buy |
23,204
+1,073
| +5% | +$58.6K | 0.04% | 403 |
|
|
2024
Q2 | $1.08M | Sell |
22,131
-196
| -0.9% | -$9.99K | 0.03% | 462 |
|
|
2024
Q1 | $1.1M | Buy |
22,327
+13,397
| +150% | +$626K | 0.03% | 470 |
|
|
2023
Q4 | $420K | Sell |
8,930
-23,861
| -73% | -$1.07M | 0.03% | 514 |
|
|
2023
Q3 | $1.46M | Sell |
32,791
-4,760
| -13% | -$236K | 0.05% | 346 |
|
|
2023
Q2 | $1.94M | Sell |
37,551
-6,050
| -14% | -$329K | 0.07% | 287 |
|
|
2023
Q1 | $2.44M | Sell |
43,601
-4,139
| -9% | -$242K | 0.08% | 248 |
|
|
2022
Q4 | $2.93M | Buy |
47,740
+11,305
| +31% | +$710K | 0.1% | 199 |
|
|
2022
Q3 | $2.52M | Buy |
36,435
+7,118
| +24% | +$575K | 0.1% | 210 |
|
|
2022
Q2 | $2.34M | Sell |
29,317
-1,177
| -4% | -$97.2K | 0.08% | 244 |
|
|
2022
Q1 | $2.59M | Sell |
30,494
-1,374
| -4% | -$110K | 0.08% | 259 |
|
|
2021
Q4 | $2.5M | Sell |
31,868
-1,254
| -4% | -$94.4K | 0.07% | 279 |
|
|
2021
Q3 | $2.42M | Sell |
33,122
-11,218
| -25% | -$855K | 0.07% | 280 |
|
|
2021
Q2 | $3.26M | Sell |
44,340
-270
| -0.6% | -$20.8K | 0.1% | 227 |
|
|
2021
Q1 | $3.39M | Buy |
44,610
+7,956
| +22% | +$578K | 0.11% | 221 |
|
|
2020
Q4 | $2.76M | Buy |
36,654
+5,504
| +18% | +$437K | 0.09% | 220 |
|
|
2020
Q3 | $2.46M | Sell |
31,150
-1,014
| -3% | -$79.7K | 0.1% | 216 |
|
|
2020
Q2 | $2.61M | Buy |
32,164
+3,537
| +12% | +$284K | 0.11% | 184 |
|
|
2020
Q1 | $2.07M | Sell |
28,627
-1,064
| -4% | -$86.9K | 0.12% | 167 |
|
|
2019
Q4 | $2.46M | Sell |
29,691
-2,707
| -8% | -$221K | 0.1% | 202 |
|
|
2019
Q3 | $2.63M | Sell |
32,398
-276
| -0.8% | -$21.3K | 0.13% | 178 |
|
|
2019
Q2 | $2.53M | Buy |
32,674
+1,494
| +5% | +$114K | 0.13% | 177 |
|
|
2019
Q1 | $2.39M | Buy |
31,180
+2,207
| +8% | +$161K | 0.14% | 173 |
|
|
2018
Q4 | $2.07M | Sell |
28,973
-470
| -2% | -$34.3K | 0.15% | 149 |
|
|
2018
Q3 | $2.07M | Buy |
29,443
+3,272
| +13% | +$232K | 0.12% | 177 |
|
|
2018
Q2 | $1.78M | Buy |
26,171
+5,079
| +24% | +$331K | 0.12% | 189 |
|
|
2018
Q1 | $1.42M | Sell |
21,092
-4,136
| -16% | -$305K | 0.1% | 207 |
|
|
2017
Q4 | $2.04M | Sell |
25,228
-2,481
| -9% | -$201K | 0.16% | 161 |
|
|
2017
Q3 | $2.13M | Buy |
27,709
+3,449
| +14% | +$268K | 0.18% | 146 |
|
|
2017
Q2 | $1.86M | Buy |
24,260
+2,205
| +10% | +$173K | 0.17% | 151 |
|
|
2017
Q1 | $1.71M | Buy |
22,055
+9,063
| +70% | +$686K | 0.17% | 159 |
|
|
2016
Q4 | $995K | Buy |
12,992
+1,243
| +11% | +$91.6K | 0.11% | 213 |
|
|
2016
Q3 | $873K | Sell |
11,749
-446
| -4% | -$34K | 0.1% | 222 |
|
|
2016
Q2 | $950K | Buy |
12,195
+1,089
| +10% | +$79K | 0.12% | 186 |
|
|
2016
Q1 | $834K | Buy |
11,106
+542
| +5% | +$38.3K | 0.11% | 213 |
|
|
2015
Q4 | $715K | Sell |
10,564
-10,839
| -51% | -$749K | 0.1% | 232 |
|
|
2015
Q3 | $1.51M | Sell |
21,403
-910
| -4% | -$63.9K | 0.24% | 97 |
|
|
2015
Q2 | $1.49M | Buy |
22,313
+5,141
| +30% | +$362K | 0.21% | 120 |
|
|
2015
Q1 | $1.22M | Sell |
17,172
-30,623
| -64% | -$2.27M | 0.16% | 152 |
|
|
2014
Q4 | $3.67M | Buy |
+47,795
| New | +$3.46M | 0.49% | 43 |
|
Other funds holding D
VCM
VPM
Sigma Planning Corp's D Position: Q1 2026 in Review
Sigma Planning Corp reduced its Dominion Energy (D) stake by 1.1% in Q1 2026, selling an estimated $9.27K and leaving 14,011 shares worth $866K. The position accounts for 0.02% of the portfolio, ranked #626.
Sigma Planning Corp first reported a position in D in Q4 2014 and has held it in 46 quarters since. The position peaked at $3.67M in Q4 2014. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.
- Sigma Planning Corp held 14,011 shares of Dominion Energy worth $866K as of Q1 2026.
- Sigma Planning Corp sold 150 Dominion Energy shares in Q1 2026, an estimated $9.27K.
- Dominion Energy made up 0.02% of Sigma Planning Corp's portfolio in Q1 2026, its #626 holding.
- Sigma Planning Corp first reported a position in Dominion Energy in Q4 2014 and has held it in 46 quarters since.
- Sigma Planning Corp's Dominion Energy position peaked at $3.67M in Q4 2014.
- 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.
Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.