Transamerica Financial Advisors’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
Q2 | $131K | Buy |
1,920
+342
| +22% | +$22.2K | 0.01% | 513 |
|
|
2026
Q1 | $97.6K | Buy |
1,578
+1,385
| +718% | +$85.5K | 0.01% | 532 |
|
|
2025
Q4 | $11.3K | Sell |
193
-131
| -40% | -$7.89K | ﹤0.01% | 829 |
|
|
2025
Q3 | $19.8K | Buy |
324
+319
| +6,380% | +$19K | ﹤0.01% | 608 |
|
|
2025
Q2 | $248 | Hold |
5
| – | – | ﹤0.01% | 475 |
|
|
2025
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 441 |
|
|
2024
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 433 |
|
|
2024
Q3 | $1K | Sell |
5
-4
| -44% | -$219 | ﹤0.01% | 440 |
|
|
2024
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 418 |
|
|
2024
Q1 | $1K | Sell |
9
-1
| -10% | -$47 | ﹤0.01% | 462 |
|
|
2023
Q4 | $1K | Sell |
10
-9
| -47% | -$402 | ﹤0.01% | 418 |
|
|
2023
Q3 | $1K | Hold |
19
| – | – | ﹤0.01% | 444 |
|
|
2023
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 415 |
|
|
2023
Q1 | $2K | Sell |
19
-7
| -27% | -$410 | ﹤0.01% | 356 |
|
|
2022
Q4 | $2K | Sell |
26
-5,442
| -100% | -$342K | ﹤0.01% | 379 |
|
|
2022
Q3 | $378K | Buy |
5,468
+1,385
| +34% | +$112K | 0.06% | 178 |
|
|
2022
Q2 | $326K | Buy |
+4,083
| New | +$337K | 0.05% | 183 |
|
|
2021
Q3 | – | Sell |
-2
| Closed | -$1K | – | 134 |
|
|
2021
Q2 | $1K | Sell |
2
-6
| -75% | -$463 | 0.02% | 105 |
|
|
2021
Q1 | $1K | Buy |
8
+1
| +14% | +$73 | 0.02% | 136 |
|
|
2020
Q4 | $1K | Buy |
7
+1
| +17% | +$79 | 0.02% | 128 |
|
|
2020
Q3 | $1K | Sell |
6
-2,525
| -100% | -$198K | 0.02% | 143 |
|
|
2020
Q2 | $206K | Buy |
+2,531
| New | +$203K | 0.05% | 162 |
|
|
2019
Q3 | – | Sell |
-7
| Closed | -$1K | – | 172 |
|
|
2019
Q2 | $1K | Buy |
+7
| New | +$533 | ﹤0.01% | 419 |
|
|
2019
Q1 | – | Sell |
-9
| Closed | -$1K | – | 160 |
|
|
2018
Q4 | $1K | Buy |
9
+1
| +13% | +$73 | ﹤0.01% | 390 |
|
|
2018
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 396 |
|
|
2018
Q2 | $1K | Sell |
8
-40
| -83% | -$2.6K | ﹤0.01% | 356 |
|
|
2018
Q1 | $4K | Sell |
48
-15,305
| -100% | -$1.13M | ﹤0.01% | 292 |
|
|
2017
Q4 | $1.25M | Sell |
15,353
-249
| -2% | -$20.2K | 0.16% | 141 |
|
|
2017
Q3 | $1.2M | Sell |
15,602
-410
| -3% | -$31.9K | 0.15% | 141 |
|
|
2017
Q2 | $1.23M | Sell |
16,012
-28,189
| -64% | -$2.22M | 0.17% | 126 |
|
|
2017
Q1 | $3.43M | Sell |
44,201
-176
| -0.4% | -$13.3K | 0.41% | 74 |
|
|
2016
Q4 | $3.4M | Buy |
44,377
+2,571
| +6% | +$189K | 0.41% | 75 |
|
|
2016
Q3 | $3.1M | Buy |
41,806
+3,801
| +10% | +$290K | 0.34% | 87 |
|
|
2016
Q2 | $2.96M | Buy |
+38,005
| New | +$2.76M | 0.3% | 85 |
|
|
2016
Q1 | – | Sell |
-12
| Closed | -$1K | – | 769 |
|
|
2015
Q4 | $1K | Buy |
12
+11
| +1,100% | +$760 | ﹤0.01% | 733 |
|
|
2015
Q3 | $1K | Sell |
1
-5
| -83% | -$351 | ﹤0.01% | 734 |
|
|
2015
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 789 |
|
|
2015
Q1 | $1K | Sell |
6
-2
| -25% | -$148 | ﹤0.01% | 789 |
|
|
2014
Q4 | $1K | Sell |
8
-4,949
| -100% | -$358K | ﹤0.01% | 636 |
|
|
2014
Q3 | $343K | Sell |
4,957
-404
| -8% | -$27.9K | 0.03% | 209 |
|
|
2014
Q2 | $383K | Buy |
5,361
+827
| +18% | +$58K | 0.03% | 208 |
|
|
2014
Q1 | $322K | Buy |
4,534
+3,468
| +325% | +$237K | 0.03% | 197 |
|
|
2013
Q4 | $69K | Buy |
1,066
+117
| +12% | +$7.53K | 0.01% | 314 |
|
|
2013
Q3 | $60K | Buy |
949
+127
| +15% | +$7.53K | 0.01% | 304 |
|
|
2013
Q2 | $47K | Buy |
+822
| New | +$48.2K | 0.01% | 282 |
|
Other funds holding D
Transamerica Financial Advisors's D Position: Q2 2026 in Review
Transamerica Financial Advisors increased its Dominion Energy (D) stake by 22% in Q2 2026, buying an estimated $22.2K and bringing the position to 1,920 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #513.
Transamerica Financial Advisors first reported a position in D in Q2 2013 and has held it in 45 quarters since. The position peaked at $3.43M in Q1 2017. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.
- Transamerica Financial Advisors held 1,920 shares of Dominion Energy worth $131K as of Q2 2026.
- Transamerica Financial Advisors bought 342 Dominion Energy shares in Q2 2026, an estimated $22.2K.
- Dominion Energy made up 0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #513 holding.
- Transamerica Financial Advisors first reported a position in Dominion Energy in Q2 2013 and has held it in 45 quarters since.
- Transamerica Financial Advisors's Dominion Energy position peaked at $3.43M in Q1 2017.
- 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.
Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.