SFS
D icon

Sowell Financial Services’s Dominion Energy D Stock Holding History

Sowell Financial Services’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 		$318K Buy
4,650
+17
+0.4% +$1.1K 0.01% 852
2026
Q1 		$286K Buy
4,633
+746
+19% +$46.1K 0.01% 846
2025
Q4 		$228K Sell
3,887
-171
-4% -$10.3K 0.01% 952
2025
Q3 		$248K Sell
4,058
-1,072
-21% -$63.7K 0.01% 896
2025
Q2 		$290K Sell
5,130
-465
-8% -$25.5K 0.01% 802
2025
Q1 		$314K Buy
+5,595
New +$308K 0.01% 747
2023
Q2 		– Sell
-4,768
Closed -$267K – 608
2023
Q1 		$267K Buy
+4,768
New +$279K 0.02% 599
2021
Q2 		– Sell
-4,389
Closed -$344K – 1018
2021
Q1 		$344K Sell
4,389
-115
-3% -$8.35K 0.01% 782
2020
Q4 		$339K Sell
4,504
-2,465
-35% -$196K 0.01% 645
2020
Q3 		$550K Sell
6,969
-712
-9% -$55.9K 0.03% 447
2020
Q2 		$624K Buy
7,681
+1,930
+34% +$155K 0.03% 395
2020
Q1 		$415K Buy
5,751
+3,331
+138% +$272K 0.03% 439
2019
Q4 		$200K Sell
2,420
-2,967
-55% -$242K 0.02% 713
2019
Q3 		$437K Buy
+5,387
New +$417K 0.04% 448
2019
Q1 		$366K Sell
4,771
-2,166
-31% -$158K 0.04% 412
2018
Q4 		$496K Sell
6,937
-1,553
-18% -$113K 0.07% 273
2018
Q3 		$597K Buy
8,490
+780
+10% +$55.2K 0.09% 175
2018
Q2 		$538K Buy
7,710
+1,542
+25% +$100K 0.11% 165
2018
Q1 		$408K Buy
6,168
+1,090
+21% +$80.5K 0.1% 175
2017
Q4 		$380K Sell
5,078
-2
-0% -$162 0.09% 184
2017
Q3 		$409K Buy
+5,080
New +$395K 0.11% 159

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

Sowell Financial Services's D Position: Q2 2026 in Review

Sowell Financial Services increased its Dominion Energy (D) stake by 0.37% in Q2 2026, buying an estimated $1.1K and bringing the position to 4,650 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #852.

Sowell Financial Services first reported a position in D in Q3 2017 and has held it in 21 quarters since. The position peaked at $624K in Q2 2020. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Sowell Financial Services held 4,650 shares of Dominion Energy worth $318K as of Q2 2026.
  • Sowell Financial Services bought 17 Dominion Energy shares in Q2 2026, an estimated $1.1K.
  • Dominion Energy made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #852 holding.
  • Sowell Financial Services first reported a position in Dominion Energy in Q3 2017 and has held it in 21 quarters since.
  • Sowell Financial Services's Dominion Energy position peaked at $624K in Q2 2020.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.