SWA
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Stratos Wealth Advisors’s Dominion Energy D Stock Holding History

Stratos Wealth 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
Q1 		$205K Buy
+3,309
New +$204K 0.01% 582
2025
Q4 		– Sell
-10,774
Closed -$659K – 663
2025
Q3 		$659K Buy
10,774
+773
+8% +$46K 0.03% 396
2025
Q2 		$565K Sell
10,001
-853
-8% -$46.7K 0.03% 429
2025
Q1 		$609K Sell
10,854
-12
-0.1% -$660 0.03% 399
2024
Q4 		$585K Sell
10,866
-565
-5% -$32.2K 0.03% 433
2024
Q3 		$661K Buy
11,431
+204
+2% +$11.1K 0.03% 436
2024
Q2 		$550K Buy
+11,227
New +$572K 0.03% 447
2024
Q1 		– Sell
-10,007
Closed -$470K – 670
2023
Q4 		$470K Buy
10,007
+486
+5% +$21.7K 0.03% 473
2023
Q3 		$425K Buy
9,521
+1,173
+14% +$58.2K 0.03% 454
2023
Q2 		$432K Buy
8,348
+77
+0.9% +$4.19K 0.03% 447
2023
Q1 		$462K Buy
8,271
+82
+1% +$4.8K 0.04% 433
2022
Q4 		$502K Sell
8,189
-446
-5% -$28K 0.04% 401
2022
Q3 		$597K Sell
8,635
-2,573
-23% -$208K 0.06% 327
2022
Q2 		$895K Sell
11,208
-336
-3% -$27.7K 0.08% 282
2022
Q1 		$981K Buy
11,544
+281
+2% +$22.6K 0.08% 277
2021
Q4 		$885K Buy
11,263
+3,715
+49% +$280K 0.06% 303
2021
Q3 		$551K Sell
7,548
-4,624
-38% -$353K 0.05% 340
2021
Q2 		$896K Buy
12,172
+3,586
+42% +$277K 0.08% 253
2021
Q1 		$652K Sell
8,586
-437
-5% -$31.7K 0.07% 276
2020
Q4 		$679K Buy
9,023
+3,226
+56% +$256K 0.09% 211
2020
Q3 		$458K Sell
5,797
-60
-1% -$4.71K 0.11% 193
2020
Q2 		$476K Buy
5,857
+1,163
+25% +$93.3K 0.15% 150
2020
Q1 		$339K Buy
4,694
+226
+5% +$18.5K 0.24% 97
2019
Q4 		$370K Sell
4,468
-602
-12% -$49.2K 0.21% 109
2019
Q3 		$411K Buy
5,070
+1,441
+40% +$111K 0.16% 140
2019
Q2 		$281K Buy
3,629
+6
+0.2% +$457 0.11% 190
2019
Q1 		$278K Buy
3,623
+7
+0.2% +$511 0.15% 166
2018
Q4 		$258K Buy
+3,616
New +$264K 0.17% 156

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

Stratos Wealth Advisors's D Position: Q1 2026 in Review

Stratos Wealth Advisors opened a new position in Dominion Energy (D) in Q1 2026: 3,309 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #582 among its holdings. This is a return to the name: Stratos Wealth Advisors previously reported a position in D as recently as Q3 2025.

Stratos Wealth Advisors first reported a position in D in Q4 2018 and has held it in 28 quarters since. The position peaked at $981K in Q1 2022. 1,476 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Stratos Wealth Advisors held 3,309 shares of Dominion Energy worth $205K as of Q1 2026.
  • Dominion Energy was a new Stratos Wealth Advisors position in Q1 2026.
  • Dominion Energy made up 0.01% of Stratos Wealth Advisors's portfolio in Q1 2026, its #582 holding.
  • Stratos Wealth Advisors first reported a position in Dominion Energy in Q4 2018 and has held it in 28 quarters since.
  • Stratos Wealth Advisors's Dominion Energy position peaked at $981K in Q1 2022.
  • 1,476 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.