Sovran 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
2026
Q2
$411K Sell
5,817
-38
-0.6% -$2.47K 0.03% 415
2026
Q1
$378K Sell
5,855
-1,002
-15% -$61.9K 0.03% 413
2025
Q4
$414K Buy
6,857
+149
+2% +$8.98K 0.04% 390
2025
Q3
$399K Buy
+6,708
New +$399K 0.04% 380

Other funds holding D

Sovran Advisors's D Position: Q2 2026 in Review

Sovran Advisors reduced its Dominion Energy (D) stake by 0.65% in Q2 2026, selling an estimated $2.47K and leaving 5,817 shares worth $411K. The position accounts for 0.03% of the portfolio, ranked #415.

Sovran Advisors first reported a position in D in Q3 2025 and has held it in 4 quarters since. The position peaked at $414K in Q4 2025. 1,548 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Sovran Advisors held 5,817 shares of Dominion Energy worth $411K as of Q2 2026.
  • Sovran Advisors sold 38 Dominion Energy shares in Q2 2026, an estimated $2.47K.
  • Dominion Energy made up 0.03% of Sovran Advisors's portfolio in Q2 2026, its #415 holding.
  • Sovran Advisors first reported a position in Dominion Energy in Q3 2025 and has held it in 4 quarters since.
  • Sovran Advisors's Dominion Energy position peaked at $414K in Q4 2025.
  • 1,548 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.