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Strategic Investment Advisors’s Dominion Energy D Stock Holding History

Strategic Investment Advisors’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 		$258K Buy
3,783
+173
+5% +$11.2K 0.02% 289
2026
Q1 		$223K Buy
+3,610
New +$223K 0.02% 301
2020
Q3 		– Sell
-6,635
Closed -$539K – 180
2020
Q2 		$539K Sell
6,635
-48
-0.7% -$3.85K 0.2% 88
2020
Q1 		$482K Buy
6,683
+229
+4% +$18.7K 0.22% 80
2019
Q4 		$535K Buy
6,454
+154
+2% +$12.6K 0.22% 81
2019
Q3 		$511K Buy
6,300
+185
+3% +$14.3K 0.25% 72
2019
Q2 		$473K Buy
6,115
+672
+12% +$51.2K 0.26% 66
2019
Q1 		$417K Buy
5,443
+569
+12% +$41.6K 0.29% 69
2018
Q4 		$348K Buy
+4,874
New +$356K 0.31% 69

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

Strategic Investment Advisors's D Position: Q2 2026 in Review

Strategic Investment Advisors increased its Dominion Energy (D) stake by 4.8% in Q2 2026, buying an estimated $11.2K and bringing the position to 3,783 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #289.

Strategic Investment Advisors first reported a position in D in Q4 2018 and has held it in 9 quarters since. The position peaked at $539K in Q2 2020. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Strategic Investment Advisors held 3,783 shares of Dominion Energy worth $258K as of Q2 2026.
  • Strategic Investment Advisors bought 173 Dominion Energy shares in Q2 2026, an estimated $11.2K.
  • Dominion Energy made up 0.02% of Strategic Investment Advisors's portfolio in Q2 2026, its #289 holding.
  • Strategic Investment Advisors first reported a position in Dominion Energy in Q4 2018 and has held it in 9 quarters since.
  • Strategic Investment Advisors's Dominion Energy position peaked at $539K in Q2 2020.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.