Stifel Financial’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
Q1
$20.9M Buy
337,809
+1,334
+0.4% +$82.4K 0.02% 617
2025
Q4
$19.7M Sell
336,475
-29,772
-8% -$1.79M 0.02% 635
2025
Q3
$22.4M Buy
366,247
+6,186
+2% +$368K 0.02% 579
2025
Q2
$20.4M Buy
360,061
+33,240
+10% +$1.82M 0.02% 580
2025
Q1
$18.3M Sell
326,821
-107,008
-25% -$5.89M 0.02% 591
2024
Q4
$23.4M Sell
433,829
-65,478
-13% -$3.74M 0.02% 519
2024
Q3
$28.9M Sell
499,307
-115,967
-19% -$6.34M 0.03% 450
2024
Q2
$30.1M Sell
615,274
-6,706
-1% -$342K 0.03% 421
2024
Q1
$30.6M Buy
621,980
+49,225
+9% +$2.3M 0.03% 410
2023
Q4
$26.9M Sell
572,755
-6,878
-1% -$307K 0.03% 412
2023
Q3
$25.9M Buy
579,633
+34,437
+6% +$1.71M 0.04% 397
2023
Q2
$28.2M Sell
545,196
-48,432
-8% -$2.63M 0.04% 376
2023
Q1
$33.2M Buy
593,628
+55,351
+10% +$3.24M 0.05% 337
2022
Q4
$33M Buy
538,277
+53,330
+11% +$3.35M 0.05% 324
2022
Q3
$33.5M Buy
484,947
+30,588
+7% +$2.47M 0.05% 302
2022
Q2
$36.3M Buy
454,359
+8,796
+2% +$726K 0.06% 293
2022
Q1
$37.9M Buy
445,563
+22,782
+5% +$1.83M 0.05% 310
2021
Q4
$33.2M Sell
422,781
-9,014
-2% -$678K 0.04% 351
2021
Q3
$31.5M Buy
431,795
+56,239
+15% +$4.29M 0.05% 332
2021
Q2
$27.6M Buy
375,556
+4,094
+1% +$316K 0.04% 360
2021
Q1
$28.2M Sell
371,462
-8,279
-2% -$601K 0.05% 334
2020
Q4
$28.6M Sell
379,741
-120,304
-24% -$9.56M 0.05% 323
2020
Q3
$39.5M Sell
500,045
-225,711
-31% -$17.7M 0.08% 228
2020
Q2
$58.9M Sell
725,756
-56,105
-7% -$4.5M 0.14% 163
2020
Q1
$56.5M Sell
781,861
-31,479
-4% -$2.57M 0.16% 152
2019
Q4
$67.2M Buy
813,340
+65,300
+9% +$5.34M 0.14% 172
2019
Q3
$60.6M Sell
748,040
-37,026
-5% -$2.86M 0.15% 170
2019
Q2
$60.6M Buy
785,066
+98,785
+14% +$7.53M 0.16% 161
2019
Q1
$52.6M Buy
686,281
+178,105
+35% +$13M 0.15% 167
2018
Q4
$36.4M Buy
508,176
+104,703
+26% +$7.65M 0.12% 188
2018
Q3
$28.4M Buy
403,473
+26,755
+7% +$1.89M 0.08% 245
2018
Q2
$25.6M Buy
376,718
+32,114
+9% +$2.09M 0.08% 248
2018
Q1
$23.2M Buy
344,604
+32,757
+11% +$2.42M 0.07% 271
2017
Q4
$25.3M Buy
311,847
+19,176
+7% +$1.55M 0.08% 258
2017
Q3
$22.5M Buy
292,671
+37,454
+15% +$2.91M 0.08% 260
2017
Q2
$19.6M Buy
255,217
+27,526
+12% +$2.16M 0.07% 276
2017
Q1
$17.7M Buy
227,691
+55,088
+32% +$4.17M 0.07% 289
2016
Q4
$13.2M Buy
172,603
+16,427
+11% +$1.21M 0.06% 334
2016
Q3
$11.6M Sell
156,176
-18,425
-11% -$1.4M 0.05% 338
2016
Q2
$13.6M Sell
174,601
-3,155
-2% -$229K 0.06% 302
2016
Q1
$13.3M Buy
177,756
+5,210
+3% +$369K 0.07% 274
2015
Q4
$11.7M Buy
172,546
+35,403
+26% +$2.45M 0.06% 315
2015
Q3
$9.65M Buy
137,143
+3,882
+3% +$273K 0.05% 349
2015
Q2
$8.79M Sell
133,261
-19,941
-13% -$1.4M 0.05% 404
2015
Q1
$10.9M Buy
153,202
+2,228
+1% +$165K 0.06% 375
2014
Q4
$11.6M Buy
150,974
+19,231
+15% +$1.39M 0.06% 361
2014
Q3
$9.1M Buy
131,743
+13,331
+11% +$920K 0.08% 298
2014
Q2
$8.47M Buy
118,412
+59,652
+102% +$4.18M 0.08% 318
2014
Q1
$4.17M Buy
+58,760
New +$4.01M 0.04% 493

Other funds holding D

Stifel Financial's D Position: Q1 2026 in Review

Stifel Financial increased its Dominion Energy (D) stake by 0.4% in Q1 2026, buying an estimated $82.4K and bringing the position to 337,809 shares worth $20.9M. The position accounts for 0.02% of the portfolio, ranked #617.

Stifel Financial first reported a position in D in Q1 2014 and has held it in 49 quarters since. The position peaked at $67.2M in Q4 2019. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Stifel Financial held 337,809 shares of Dominion Energy worth $20.9M as of Q1 2026.
  • Stifel Financial bought 1,334 Dominion Energy shares in Q1 2026, an estimated $82.4K.
  • Dominion Energy made up 0.02% of Stifel Financial's portfolio in Q1 2026, its #617 holding.
  • Stifel Financial first reported a position in Dominion Energy in Q1 2014 and has held it in 49 quarters since.
  • Stifel Financial's Dominion Energy position peaked at $67.2M in Q4 2019.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.