Stratos Wealth Partners’s Dominion Energy D Stock Holding History

Stratos Wealth Partners’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	$3.35M	Buy	54,212 +2,093	+4%	+$129K	0.04%	420
2025 Q4	$3.05M	Buy	52,119 +4,166	+9%	+$251K	0.03%	443
2025 Q3	$2.93M	Buy	47,953 +16,635	+53%	+$989K	0.03%	437
2025 Q2	$1.77M	Sell	31,318 -1,774	-5%	-$97.2K	0.02%	531
2025 Q1	$1.86M	Sell	33,092 -3,025	-8%	-$166K	0.03%	471
2024 Q4	$1.95M	Sell	36,117 -3,374	-9%	-$192K	0.03%	486
2024 Q3	$2.28M	Buy	39,491 +4,608	+13%	+$252K	0.03%	430
2024 Q2	$1.71M	Sell	34,883 -631	-2%	-$32.1K	0.03%	480
2024 Q1	$1.75M	Buy	35,514 +852	+2%	+$39.8K	0.03%	475
2023 Q4	$1.63M	Sell	34,662 -3,370	-9%	-$150K	0.03%	469
2023 Q3	$1.7M	Sell	38,032 -26,017	-41%	-$1.29M	0.04%	412
2023 Q2	$3.32M	Buy	64,049 +3,444	+6%	+$187K	0.08%	262
2023 Q1	$3.39M	Sell	60,605 -4,017	-6%	-$235K	0.09%	215
2022 Q4	$3.96M	Buy	64,622 +8,970	+16%	+$563K	0.1%	203
2022 Q3	$3.85M	Sell	55,652 -2,675	-5%	-$216K	0.11%	193
2022 Q2	$4.66M	Buy	58,327 +2,638	+5%	+$218K	0.12%	179
2022 Q1	$4.73M	Buy	55,689 +1,811	+3%	+$145K	0.11%	198
2021 Q4	$4.23M	Sell	53,878 -2,037	-4%	-$153K	0.09%	211
2021 Q3	$4.08M	Sell	55,915 -3,922	-7%	-$299K	0.1%	205
2021 Q2	$4.4M	Sell	59,837 -378	-0.6%	-$29.2K	0.11%	202
2021 Q1	$4.57M	Sell	60,215 -7,854	-12%	-$570K	0.13%	181
2020 Q4	$5.12M	Sell	68,069 -648	-0.9%	-$51.5K	0.15%	155
2020 Q3	$5.42M	Buy	68,717 +853	+1%	+$67K	0.18%	133
2020 Q2	$5.51M	Buy	67,864 +3,155	+5%	+$253K	0.2%	122
2020 Q1	$4.67M	Sell	64,709 -2,863	-4%	-$234K	0.21%	106
2019 Q4	$5.6M	Buy	67,572 +12,287	+22%	+$1M	0.22%	101
2019 Q3	$4.48M	Buy	55,285 +814	+1%	+$63K	0.19%	113
2019 Q2	$4.21M	Buy	54,471 +1,900	+4%	+$145K	0.18%	122
2019 Q1	$4.03M	Buy	52,571 +9,030	+21%	+$659K	0.18%	119
2018 Q4	$3.11M	Buy	43,541 +204	+0.5%	+$14.9K	0.16%	141
2018 Q3	$3.05M	Sell	43,337 -1,420	-3%	-$101K	0.14%	157
2018 Q2	$3.05M	Sell	44,757 -556	-1%	-$36.2K	0.14%	170
2018 Q1	$3.06M	Buy	45,313 +2,061	+5%	+$152K	0.13%	166
2017 Q4	$3.51M	Sell	43,252 -2,560	-6%	-$207K	0.16%	134
2017 Q3	$3.52M	Sell	45,812 -421	-0.9%	-$32.7K	0.17%	134
2017 Q2	$3.54M	Buy	46,233 +2,538	+6%	+$200K	0.18%	125
2017 Q1	$3.39M	Buy	43,695 +4,579	+12%	+$346K	0.19%	117
2016 Q4	$3M	Buy	39,116 +811	+2%	+$59.8K	0.19%	118
2016 Q3	$2.85M	Buy	38,305 +2,247	+6%	+$171K	0.19%	108
2016 Q2	$2.81M	Buy	36,058 +6,891	+24%	+$500K	0.21%	96
2016 Q1	$2.19M	Buy	29,167 +11,067	+61%	+$783K	0.19%	98
2015 Q4	$1.22M	Sell	18,100 -64	-0.4%	-$4.42K	0.1%	156
2015 Q3	$1.28M	Sell	18,164 -1,890	-9%	-$133K	0.16%	118
2015 Q2	$1.34M	Buy	20,054 +1,252	+7%	+$88.1K	0.17%	123
2015 Q1	$1.33M	Buy	18,802 +3,991	+27%	+$296K	0.16%	136
2014 Q4	$1.14M	Buy	14,811 +2,231	+18%	+$161K	0.21%	118
2014 Q3	$869K	Buy	12,580 +251	+2%	+$17.3K	0.2%	110
2014 Q2	$884K	Buy	+12,329	New	+$865K	0.29%	99

Other funds holding D

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Stratos Wealth Partners increased its Dominion Energy (D) stake by 4% in Q1 2026, buying an estimated $129K and bringing the position to 54,212 shares worth $3.35M. The position accounts for 0.04% of the portfolio, ranked #420.

Stratos Wealth Partners first reported a position in D in Q2 2014 and has held it in 48 quarters since. The position peaked at $5.6M in Q4 2019. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

Stratos Wealth Partners held 54,212 shares of Dominion Energy worth $3.35M as of Q1 2026.
Stratos Wealth Partners bought 2,093 Dominion Energy shares in Q1 2026, an estimated $129K.
Dominion Energy made up 0.04% of Stratos Wealth Partners's portfolio in Q1 2026, its #420 holding.
Stratos Wealth Partners first reported a position in Dominion Energy in Q2 2014 and has held it in 48 quarters since.
Stratos Wealth Partners's Dominion Energy position peaked at $5.6M in Q4 2019.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

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