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SOA Wealth Advisors’s Dominion Energy D Stock Holding History

SOA Wealth 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 		$68.5K Sell
1,004
-143
-12% -$9.3K 0.01% 336
2026
Q1 		$70.9K Buy
1,147
+9
+0.8% +$556 0.01% 316
2025
Q4 		$66.7K Buy
1,138
+10
+0.9% +$602 0.01% 327
2025
Q3 		$69K Buy
1,128
+9
+0.8% +$535 0.01% 332
2025
Q2 		$63.2K Buy
1,119
+10
+0.9% +$548 0.01% 328
2025
Q1 		$62.2K Buy
1,109
+10
+0.9% +$550 0.01% 310
2024
Q4 		$59.2K Buy
1,099
+10
+0.9% +$570 0.01% 311
2024
Q3 		$63K Sell
1,089
-619
-36% -$33.8K 0.01% 285
2024
Q2 		$83.7K Buy
1,708
+10
+0.6% +$509 0.02% 261
2024
Q1 		$83.5K Buy
1,698
+11
+0.7% +$514 0.02% 258
2023
Q4 		$79.3K Buy
1,687
+10
+0.6% +$446 0.02% 257
2023
Q3 		$74.9K Sell
1,677
-739
-31% -$36.7K 0.02% 251
2023
Q2 		$125K Buy
2,416
+482
+25% +$26.2K 0.03% 211
2023
Q1 		$108K Sell
1,934
-157
-8% -$9.19K 0.03% 220
2022
Q4 		$128K Buy
2,091
+9
+0.4% +$565 0.03% 197
2022
Q3 		$143K Buy
2,082
+6
+0.3% +$484 0.04% 170
2022
Q2 		$165K Buy
2,076
+6
+0.3% +$495 0.05% 159
2022
Q1 		$175K Buy
2,070
+6
+0.3% +$482 0.04% 178
2021
Q4 		$162K Buy
2,064
+5
+0.2% +$376 0.04% 179
2021
Q3 		$150K Buy
2,059
+69
+3% +$5.26K 0.04% 182
2021
Q2 		$146K Sell
1,990
-28
-1% -$2.16K 0.04% 184
2021
Q1 		$153K Hold
2,018
– – 0.04% 161
2020
Q4 		$147K Buy
+2,018
New +$160K 0.04% 154

Other funds holding D

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SOA Wealth Advisors's D Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Dominion Energy (D) stake by 12% in Q2 2026, selling an estimated $9.3K and leaving 1,004 shares worth $68.5K. The position accounts for 0.01% of the portfolio, ranked #336.

SOA Wealth Advisors first reported a position in D in Q4 2020 and has held it in 23 quarters since. The position peaked at $175K in Q1 2022. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • SOA Wealth Advisors held 1,004 shares of Dominion Energy worth $68.5K as of Q2 2026.
  • SOA Wealth Advisors sold 143 Dominion Energy shares in Q2 2026, an estimated $9.3K.
  • Dominion Energy made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #336 holding.
  • SOA Wealth Advisors first reported a position in Dominion Energy in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Dominion Energy position peaked at $175K in Q1 2022.
  • 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

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