Sunbelt Securities’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
$441K Buy
7,126
+20
+0.3% +$1.24K 0.03% 439
2025
Q4
$416K Sell
7,106
-425
-6% -$25.6K 0.03% 449
2025
Q3
$461K Buy
7,531
+421
+6% +$25K 0.03% 409
2025
Q2
$383K Buy
7,110
+310
+5% +$17K 0.03% 416
2025
Q1
$381K Sell
6,800
-310
-4% -$17.1K 0.03% 389
2024
Q4
$383K Buy
7,110
+761
+12% +$43.4K 0.03% 419
2024
Q3
$367K Sell
6,349
-36
-0.6% -$1.97K 0.04% 430
2024
Q2
$313K Sell
6,385
-289
-4% -$14.7K 0.03% 449
2024
Q1
$328K Buy
6,674
+46
+0.7% +$2.15K 0.04% 413
2023
Q4
$312K Buy
6,628
+239
+4% +$10.7K 0.04% 403
2023
Q3
$285K Buy
6,389
+427
+7% +$21.2K 0.04% 417
2023
Q2
$309K Sell
5,962
-363
-6% -$19.7K 0.04% 385
2023
Q1
$352K Sell
6,325
-1,164
-16% -$68.1K 0.06% 321
2022
Q4
$459K Buy
7,489
+831
+12% +$52.2K 0.09% 259
2022
Q3
$460K Sell
6,658
-223
-3% -$18K 0.1% 248
2022
Q2
$549K Sell
6,881
-773
-10% -$63.8K 0.12% 223
2022
Q1
$654K Sell
7,654
-2,344
-23% -$188K 0.12% 203
2021
Q4
$803K Sell
9,998
-1,477
-13% -$111K 0.13% 186
2021
Q3
$885K Hold
11,475
0.16% 151
2021
Q2
$885K Sell
11,475
-1,119
-9% -$86.4K 0.16% 151
2021
Q1
$957K Sell
12,594
-478
-4% -$34.7K 0.19% 141
2020
Q4
$983K Buy
13,072
+1,583
+14% +$126K 0.2% 123
2020
Q3
$907K Sell
11,489
-5,217
-31% -$410K 0.25% 103
2020
Q2
$1.36M Buy
16,706
+414
+3% +$33.2K 0.47% 58
2020
Q1
$1.18M Sell
16,292
-31,082
-66% -$2.54M 0.05% 133
2019
Q4
$3.92M Sell
47,374
-1,373
-3% -$112K 0.41% 53
2019
Q3
$3.95M Buy
48,747
+32,945
+208% +$2.55M 0.44% 48
2019
Q2
$1.22M Buy
15,802
+3,650
+30% +$278K 0.53% 54
2019
Q1
$932K Buy
12,152
+5,383
+80% +$393K 0.47% 61
2018
Q4
$484K Buy
6,769
+1,472
+28% +$108K 0.28% 98
2018
Q3
$372K Buy
5,297
+424
+9% +$30K 0.2% 144
2018
Q2
$332K Buy
4,873
+1,410
+41% +$91.8K 0.2% 146
2018
Q1
$234K Hold
3,463
0.21% 161
2017
Q4
$281K Buy
3,463
+49
+1% +$3.97K 0.27% 121
2017
Q3
$263K Buy
+3,414
New +$266K 0.28% 126

Other funds holding D

Sunbelt Securities's D Position: Q1 2026 in Review

Sunbelt Securities increased its Dominion Energy (D) stake by 0.28% in Q1 2026, buying an estimated $1.24K and bringing the position to 7,126 shares worth $441K. The position accounts for 0.03% of the portfolio, ranked #439.

Sunbelt Securities first reported a position in D in Q3 2017 and has held it in 35 quarters since. The position peaked at $3.95M in Q3 2019. 1,486 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Sunbelt Securities held 7,126 shares of Dominion Energy worth $441K as of Q1 2026.
  • Sunbelt Securities bought 20 Dominion Energy shares in Q1 2026, an estimated $1.24K.
  • Dominion Energy made up 0.03% of Sunbelt Securities's portfolio in Q1 2026, its #439 holding.
  • Sunbelt Securities first reported a position in Dominion Energy in Q3 2017 and has held it in 35 quarters since.
  • Sunbelt Securities's Dominion Energy position peaked at $3.95M in Q3 2019.
  • 1,486 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.