United Capital 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
Q1 | $2.42M | Buy |
39,197
+1,990
| +5% | +$123K | 0.01% | 508 |
|
|
2025
Q4 | $2.18M | Buy |
37,207
+2,496
| +7% | +$150K | 0.01% | 520 |
|
|
2025
Q3 | $2.12M | Sell |
34,711
-1,232
| -3% | -$73.2K | 0.02% | 454 |
|
|
2025
Q2 | $2.03M | Buy |
35,943
+4,228
| +13% | +$232K | 0.02% | 443 |
|
|
2025
Q1 | $1.78M | Sell |
31,715
-4,168
| -12% | -$229K | 0.02% | 448 |
|
|
2024
Q4 | $1.93M | Buy |
35,883
+457
| +1% | +$26.1K | 0.02% | 421 |
|
|
2024
Q3 | $2.05M | Sell |
35,426
-680
| -2% | -$37.2K | 0.02% | 409 |
|
|
2024
Q2 | $1.77M | Sell |
36,106
-209
| -0.6% | -$10.6K | 0.02% | 427 |
|
|
2024
Q1 | $1.79M | Buy |
36,315
+6,973
| +24% | +$326K | 0.01% | 450 |
|
|
2023
Q4 | $1.38M | Buy |
29,342
+12,043
| +70% | +$538K | 0.01% | 491 |
|
|
2023
Q3 | $773K | Sell |
17,299
-6,613
| -28% | -$328K | 0.01% | 558 |
|
|
2023
Q2 | $1.24M | Sell |
23,912
-6,686
| -22% | -$363K | 0.01% | 508 |
|
|
2023
Q1 | $1.71M | Sell |
30,598
-4,991
| -14% | -$292K | 0.01% | 475 |
|
|
2022
Q4 | $2.18M | Sell |
35,589
-8,998
| -20% | -$565K | 0.01% | 465 |
|
|
2022
Q3 | $3.08M | Sell |
44,587
-2,886
| -6% | -$233K | 0.02% | 402 |
|
|
2022
Q2 | $3.79M | Buy |
47,473
+7,848
| +20% | +$648K | 0.02% | 381 |
|
|
2022
Q1 | $3.37M | Sell |
39,625
-3,269
| -8% | -$263K | 0.02% | 429 |
|
|
2021
Q4 | $3.37M | Buy |
42,894
+203
| +0.5% | +$15.3K | 0.02% | 445 |
|
|
2021
Q3 | $3.12M | Sell |
42,691
-8,077
| -16% | -$616K | 0.02% | 453 |
|
|
2021
Q2 | $3.73M | Buy |
50,768
+1,697
| +3% | +$131K | 0.02% | 418 |
|
|
2021
Q1 | $3.73M | Sell |
49,071
-7,787
| -14% | -$566K | 0.02% | 402 |
|
|
2020
Q4 | $4.28M | Sell |
56,858
-984
| -2% | -$78.2K | 0.03% | 378 |
|
|
2020
Q3 | $4.57M | Sell |
57,842
-4,584
| -7% | -$360K | 0.03% | 360 |
|
|
2020
Q2 | $5.07M | Buy |
62,426
+122
| +0.2% | +$9.79K | 0.04% | 358 |
|
|
2020
Q1 | $4.5M | Sell |
62,304
-5,656
| -8% | -$462K | 0.04% | 355 |
|
|
2019
Q4 | $5.63M | Buy |
67,960
+1,817
| +3% | +$148K | 0.04% | 400 |
|
|
2019
Q3 | $5.36M | Buy |
66,143
+4,826
| +8% | +$373K | 0.04% | 392 |
|
|
2019
Q2 | $4.74M | Buy |
61,317
+520
| +0.9% | +$39.6K | 0.03% | 431 |
|
|
2019
Q1 | $4.66M | Buy |
60,797
+13,213
| +28% | +$965K | 0.03% | 433 |
|
|
2018
Q4 | $3.4M | Buy |
47,584
+3,195
| +7% | +$233K | 0.03% | 447 |
|
|
2018
Q3 | $3.12M | Buy |
44,389
+3,784
| +9% | +$268K | 0.02% | 518 |
|
|
2018
Q2 | $2.77M | Buy |
40,605
+2,461
| +6% | +$160K | 0.02% | 522 |
|
|
2018
Q1 | $2.57M | Buy |
38,144
+3,154
| +9% | +$233K | 0.02% | 526 |
|
|
2017
Q4 | $2.84M | Sell |
34,990
-8,311
| -19% | -$673K | 0.02% | 514 |
|
|
2017
Q3 | $3.33M | Buy |
43,301
+17,063
| +65% | +$1.33M | 0.03% | 460 |
|
|
2017
Q2 | $2.01M | Buy |
26,238
+1,525
| +6% | +$120K | 0.02% | 570 |
|
|
2017
Q1 | $1.92M | Sell |
24,713
-3,299
| -12% | -$250K | 0.02% | 581 |
|
|
2016
Q4 | $2.15M | Sell |
28,012
-1,165
| -4% | -$85.9K | 0.02% | 550 |
|
|
2016
Q3 | $2.17M | Buy |
29,177
+1,027
| +4% | +$78.2K | 0.02% | 565 |
|
|
2016
Q2 | $2.2M | Buy |
28,150
+2,223
| +9% | +$161K | 0.02% | 531 |
|
|
2016
Q1 | $1.95M | Sell |
25,927
-1,871
| -7% | -$132K | 0.02% | 539 |
|
|
2015
Q4 | $1.88M | Sell |
27,798
-9,287
| -25% | -$641K | 0.02% | 561 |
|
|
2015
Q3 | $2.61M | Sell |
37,085
-2,184
| -6% | -$153K | 0.03% | 473 |
|
|
2015
Q2 | $2.63M | Buy |
39,269
+4,333
| +12% | +$305K | 0.03% | 517 |
|
|
2015
Q1 | $2.5M | Buy |
34,936
+426
| +1% | +$31.6K | 0.03% | 507 |
|
|
2014
Q4 | $2.65M | Sell |
34,510
-97
| -0.3% | -$7.02K | 0.04% | 397 |
|
|
2014
Q3 | $2.39M | Buy |
34,607
+350
| +1% | +$24.2K | 0.04% | 398 |
|
|
2014
Q2 | $2.45M | Sell |
34,257
-123
| -0.4% | -$8.63K | 0.05% | 377 |
|
|
2014
Q1 | $2.44M | Buy |
34,380
+31,206
| +983% | +$2.13M | 0.05% | 324 |
|
|
2013
Q4 | $205K | Sell |
3,174
-25,366
| -89% | -$1.63M | 0.01% | 597 |
|
|
2013
Q3 | $1.78M | Buy |
28,540
+2,359
| +9% | +$140K | 0.06% | 272 |
|
|
2013
Q2 | $1.49M | Buy |
+26,181
| New | +$1.53M | 0.04% | 350 |
|
Other funds holding D
VCM
VPM
United Capital Financial Advisors's D Position: Q1 2026 in Review
United Capital Financial Advisors increased its Dominion Energy (D) stake by 5.3% in Q1 2026, buying an estimated $123K and bringing the position to 39,197 shares worth $2.42M. The position accounts for 0.01% of the portfolio, ranked #508.
United Capital Financial Advisors first reported a position in D in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.63M in Q4 2019. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.
- United Capital Financial Advisors held 39,197 shares of Dominion Energy worth $2.42M as of Q1 2026.
- United Capital Financial Advisors bought 1,990 Dominion Energy shares in Q1 2026, an estimated $123K.
- Dominion Energy made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #508 holding.
- United Capital Financial Advisors first reported a position in Dominion Energy in Q2 2013 and has held it in 52 quarters since.
- United Capital Financial Advisors's Dominion Energy position peaked at $5.63M in Q4 2019.
- 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.
Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.