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Steward Partners Investment Advisory’s Dominion Energy D Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$9.01M Sell
145,711
-12,903
-8% -$797K 0.05% 353
2025
Q4 		$9.29M Buy
158,614
+2,372
+2% +$143K 0.05% 311
2025
Q3 		$9.56M Buy
156,242
+3,131
+2% +$186K 0.05% 293
2025
Q2 		$8.65M Buy
153,111
+840
+0.6% +$46K 0.07% 286
2025
Q1 		$8.54M Buy
152,271
+20,853
+16% +$1.15M 0.08% 266
2024
Q4 		$7.08M Sell
131,418
-22,822
-15% -$1.3M 0.06% 299
2024
Q3 		$8.91M Buy
154,240
+3,722
+2% +$203K 0.08% 238
2024
Q2 		$7.38M Buy
150,518
+21,925
+17% +$1.12M 0.08% 253
2024
Q1 		$6.33M Buy
128,593
+4,485
+4% +$210K 0.07% 282
2023
Q4 		$5.83M Buy
124,108
+26,640
+27% +$1.19M 0.08% 252
2023
Q3 		$4.35M Buy
97,468
+6,421
+7% +$319K 0.07% 283
2023
Q2 		$4.72M Buy
91,047
+16,984
+23% +$923K 0.07% 271
2023
Q1 		$4.14M Buy
74,063
+3,734
+5% +$219K 0.07% 287
2022
Q4 		$4.31M Sell
70,329
-6,216
-8% -$390K 0.07% 277
2022
Q3 		$5.29M Buy
76,545
+3,836
+5% +$310K 0.1% 222
2022
Q2 		$5.8M Sell
72,709
-953
-1% -$78.7K 0.11% 206
2022
Q1 		$6.26M Buy
73,662
+3,993
+6% +$321K 0.1% 220
2021
Q4 		$5.47M Sell
69,669
-906
-1% -$68.2K 0.08% 250
2021
Q3 		$5.15M Buy
70,575
+2,437
+4% +$186K 0.09% 250
2021
Q2 		$5.01M Sell
68,138
-15,381
-18% -$1.19M 0.08% 249
2021
Q1 		$6.34M Buy
83,519
+20,019
+32% +$1.45M 0.11% 194
2020
Q4 		$4.78M Sell
63,500
-3,658
-5% -$291K 0.1% 202
2020
Q3 		$5.3M Sell
67,158
-3,823
-5% -$300K 0.13% 174
2020
Q2 		$5.76M Buy
70,981
+12,301
+21% +$987K 0.16% 150
2020
Q1 		$4.24M Buy
58,680
+4,179
+8% +$341K 0.16% 156
2019
Q4 		$4.51M Buy
54,501
+935
+2% +$76.4K 0.13% 170
2019
Q3 		$4.34M Buy
53,566
+1,093
+2% +$84.5K 0.15% 154
2019
Q2 		$4.06M Buy
52,473
+15,255
+41% +$1.16M 0.15% 149
2019
Q1 		$2.85M Buy
37,218
+2,702
+8% +$197K 0.12% 177
2018
Q4 		$2.47M Buy
34,516
+3,040
+10% +$222K 0.12% 193
2018
Q3 		$2.21M Buy
31,476
+5,110
+19% +$362K 0.11% 205
2018
Q2 		$1.8M Buy
26,366
+5,102
+24% +$332K 0.11% 212
2018
Q1 		$1.43M Buy
21,264
+2,413
+13% +$178K 0.1% 216
2017
Q4 		$1.53M Buy
18,851
+746
+4% +$60.4K 0.12% 189
2017
Q3 		$1.39M Sell
18,105
-371
-2% -$28.9K 0.14% 148
2017
Q2 		$1.42M Sell
18,476
-2,311
-11% -$182K 0.16% 141
2017
Q1 		$1.61M Buy
20,787
+437
+2% +$33.1K 0.24% 89
2016
Q4 		$1.56M Buy
+20,350
New +$1.5M 0.71% 29

Other funds holding D

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Partners Investment Advisory's D Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Dominion Energy (D) stake by 8.1% in Q1 2026, selling an estimated $797K and leaving 145,711 shares worth $9.01M. The position accounts for 0.05% of the portfolio, ranked #353.

Steward Partners Investment Advisory first reported a position in D in Q4 2016 and has held it in 38 quarters since. The position peaked at $9.56M in Q3 2025. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Steward Partners Investment Advisory held 145,711 shares of Dominion Energy worth $9.01M as of Q1 2026.
  • Steward Partners Investment Advisory sold 12,903 Dominion Energy shares in Q1 2026, an estimated $797K.
  • Dominion Energy made up 0.05% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #353 holding.
  • Steward Partners Investment Advisory first reported a position in Dominion Energy in Q4 2016 and has held it in 38 quarters since.
  • Steward Partners Investment Advisory's Dominion Energy position peaked at $9.56M in Q3 2025.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.