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Soltis Investment Advisors’s Dominion Energy D Stock Holding History

Soltis Investment 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 		$321K Buy
4,698
+722
+18% +$46.9K 0.02% 470
2026
Q1 		$246K Buy
3,976
+45
+1% +$2.78K 0.02% 491
2025
Q4 		$230K Sell
3,931
-273
-6% -$16.4K 0.02% 468
2025
Q3 		$257K Buy
+4,204
New +$250K 0.02% 412
2023
Q4 		– Sell
-53,497
Closed -$2.39M – 288
2023
Q3 		$2.39M Sell
53,497
-41,215
-44% -$2.05M 0.31% 94
2023
Q2 		$4.91M Buy
94,712
+17,465
+23% +$949K 0.57% 55
2023
Q1 		$4.32M Buy
77,247
+14,092
+22% +$825K 0.55% 51
2022
Q4 		$3.87M Buy
63,155
+12,668
+25% +$796K 0.51% 56
2022
Q3 		$3.49M Buy
50,487
+8,946
+22% +$722K 0.53% 52
2022
Q2 		$3.31M Buy
41,541
+8,335
+25% +$688K 0.48% 56
2022
Q1 		$2.82M Buy
33,206
+7,420
+29% +$596K 0.39% 61
2021
Q4 		$2.03M Buy
25,786
+2,509
+11% +$189K 0.29% 80
2021
Q3 		$1.7M Buy
23,277
+1,764
+8% +$135K 0.26% 82
2021
Q2 		$1.58M Buy
21,513
+3,433
+19% +$265K 0.25% 85
2021
Q1 		$1.37M Buy
18,080
+4,973
+38% +$361K 0.25% 81
2020
Q4 		$986K Buy
13,107
+3,066
+31% +$244K 0.18% 92
2020
Q3 		$793K Buy
10,041
+2,080
+26% +$163K 0.19% 94
2020
Q2 		$646K Buy
7,961
+2,834
+55% +$227K 0.17% 95
2020
Q1 		$370K Buy
5,127
+536
+12% +$43.8K 0.11% 101
2019
Q4 		$380K Buy
+4,591
New +$375K 0.07% 105

Other funds holding D

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Soltis Investment Advisors's D Position: Q2 2026 in Review

Soltis Investment Advisors increased its Dominion Energy (D) stake by 18% in Q2 2026, buying an estimated $46.9K and bringing the position to 4,698 shares worth $321K. The position accounts for 0.02% of the portfolio, ranked #470.

Soltis Investment Advisors first reported a position in D in Q4 2019 and has held it in 20 quarters since. The position peaked at $4.91M in Q2 2023. 683 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Soltis Investment Advisors held 4,698 shares of Dominion Energy worth $321K as of Q2 2026.
  • Soltis Investment Advisors bought 722 Dominion Energy shares in Q2 2026, an estimated $46.9K.
  • Dominion Energy made up 0.02% of Soltis Investment Advisors's portfolio in Q2 2026, its #470 holding.
  • Soltis Investment Advisors first reported a position in Dominion Energy in Q4 2019 and has held it in 20 quarters since.
  • Soltis Investment Advisors's Dominion Energy position peaked at $4.91M in Q2 2023.
  • 683 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.