U.S. Capital Wealth Advisors’s Dominion Energy D Stock Holding History

U.S. Capital 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	$664K	Buy	10,744 +493	+5%	+$30.5K	0.02%	614
2025 Q4	$601K	Buy	10,251 +787	+8%	+$47.4K	0.02%	615
2025 Q3	$579K	Buy	9,464 +186	+2%	+$11.1K	0.02%	598
2025 Q2	$524K	Buy	9,278 +361	+4%	+$19.8K	0.02%	580
2025 Q1	$500K	Sell	8,917 -1,322	-13%	-$72.7K	0.02%	590
2024 Q4	$551K	Sell	10,239 -693	-6%	-$39.5K	0.02%	540
2024 Q3	$632K	Sell	10,932 -178	-2%	-$9.72K	0.02%	425
2024 Q2	$544K	Buy	11,110 +151	+1%	+$7.69K	0.02%	439
2024 Q1	$539K	Buy	10,959 +70	+0.6%	+$3.27K	0.02%	457
2023 Q4	$512K	Buy	10,889 +553	+5%	+$24.7K	0.02%	449
2023 Q3	$462K	Sell	10,336 -11,190	-52%	-$556K	0.02%	445
2023 Q2	$1.11M	Sell	21,526 -64,823	-75%	-$3.52M	0.05%	306
2023 Q1	$4.83M	Buy	86,349 +21,493	+33%	+$1.26M	0.22%	100
2022 Q4	$3.98M	Sell	64,856 -24,922	-28%	-$1.57M	0.18%	121
2022 Q3	$6.21M	Sell	89,778 -7,659	-8%	-$618K	0.31%	73
2022 Q2	$7.78M	Buy	97,437 +2,837	+3%	+$234K	0.34%	62
2022 Q1	$8.04M	Buy	94,600 +4,762	+5%	+$382K	0.29%	68
2021 Q4	$7.06M	Buy	89,838 +3,620	+4%	+$272K	0.28%	83
2021 Q3	$6.3M	Buy	+86,218	New	+$6.57M	0.27%	89

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

U.S. Capital Wealth Advisors's D Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Dominion Energy (D) stake by 4.8% in Q1 2026, buying an estimated $30.5K and bringing the position to 10,744 shares worth $664K. The position accounts for 0.02% of the portfolio, ranked #614.

U.S. Capital Wealth Advisors first reported a position in D in Q3 2021 and has held it in 19 quarters since. The position peaked at $8.04M in Q1 2022. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

U.S. Capital Wealth Advisors held 10,744 shares of Dominion Energy worth $664K as of Q1 2026.
U.S. Capital Wealth Advisors bought 493 Dominion Energy shares in Q1 2026, an estimated $30.5K.
Dominion Energy made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #614 holding.
U.S. Capital Wealth Advisors first reported a position in Dominion Energy in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's Dominion Energy position peaked at $8.04M in Q1 2022.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.