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Sovereign Financial Group’s Dominion Energy D Stock Holding History

Sovereign Financial Group’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 		$975K Sell
14,284
-51
-0.4% -$3.32K 0.15% 126
2026
Q1 		$886K Buy
14,335
+93
+0.7% +$5.74K 0.15% 127
2025
Q4 		$834K Buy
14,242
+104
+0.7% +$6.26K 0.14% 133
2025
Q3 		$865K Buy
14,138
+169
+1% +$10K 0.16% 120
2025
Q2 		$790K Sell
13,969
-1,532
-10% -$83.9K 0.16% 117
2025
Q1 		$869K Sell
15,501
-1,005
-6% -$55.3K 0.2% 96
2024
Q4 		$889K Buy
16,506
+594
+4% +$33.9K 0.2% 95
2024
Q3 		$920K Sell
15,912
-157
-1% -$8.58K 0.21% 90
2024
Q2 		$787K Sell
16,069
-65
-0.4% -$3.31K 0.2% 100
2024
Q1 		$794K Buy
16,134
+631
+4% +$29.5K 0.21% 95
2023
Q4 		$729K Sell
15,503
-735
-5% -$32.8K 0.22% 82
2023
Q3 		$725K Sell
16,238
-283
-2% -$14.1K 0.26% 79
2023
Q2 		$856K Buy
16,521
+4,111
+33% +$223K 0.28% 89
2023
Q1 		$694K Sell
12,410
-7
-0.1% -$410 0.26% 96
2022
Q4 		$761K Sell
12,417
-126
-1% -$7.91K 0.3% 87
2022
Q3 		$867K Sell
12,543
-19
-0.2% -$1.53K 0.35% 71
2022
Q2 		$1M Sell
12,562
-472
-4% -$39K 0.4% 63
2022
Q1 		$1.11M Buy
13,034
+62
+0.5% +$4.98K 0.41% 67
2021
Q4 		$1.02M Sell
12,972
-497
-4% -$37.4K 0.41% 66
2021
Q3 		$984K Sell
13,469
-465
-3% -$35.5K 0.57% 44
2021
Q2 		$1.06M Hold
13,934
– – 0.64% 41
2021
Q1 		$1.06M Buy
13,934
+30
+0.2% +$2.18K 0.66% 39
2020
Q4 		$1.05M Buy
+13,904
New +$1.1M 0.75% 36

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

Sovereign Financial Group's D Position: Q2 2026 in Review

Sovereign Financial Group reduced its Dominion Energy (D) stake by 0.36% in Q2 2026, selling an estimated $3.32K and leaving 14,284 shares worth $975K. The position accounts for 0.15% of the portfolio, ranked #126.

Sovereign Financial Group first reported a position in D in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.11M in Q1 2022. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Sovereign Financial Group held 14,284 shares of Dominion Energy worth $975K as of Q2 2026.
  • Sovereign Financial Group sold 51 Dominion Energy shares in Q2 2026, an estimated $3.32K.
  • Dominion Energy made up 0.15% of Sovereign Financial Group's portfolio in Q2 2026, its #126 holding.
  • Sovereign Financial Group first reported a position in Dominion Energy in Q4 2020 and has held it in 23 quarters since.
  • Sovereign Financial Group's Dominion Energy position peaked at $1.11M in Q1 2022.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.