Verdence Capital 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
$727K Buy
11,753
+170
+1% +$10.5K 0.04% 349
2025
Q4
$679K Sell
11,583
-7,874
-40% -$474K 0.04% 349
2025
Q3
$1.18M Buy
19,457
+15,092
+346% +$897K 0.07% 276
2025
Q2
$247K Sell
4,365
-323
-7% -$17.7K 0.02% 601
2025
Q1
$263K Buy
4,688
+208
+5% +$11.4K 0.02% 563
2024
Q4
$241K Sell
4,480
-8,470
-65% -$483K 0.02% 573
2024
Q3
$748K Sell
12,950
-10,427
-45% -$570K 0.06% 304
2024
Q2
$1.15M Sell
23,377
-4,371
-16% -$223K 0.1% 223
2024
Q1
$1.36M Buy
27,748
+16,256
+141% +$759K 0.12% 200
2023
Q4
$540K Sell
11,492
-14,523
-56% -$648K 0.05% 319
2023
Q3
$1.16M Buy
26,015
+3,550
+16% +$176K 0.13% 186
2023
Q2
$1.16M Buy
22,465
+3,493
+18% +$190K 0.14% 175
2023
Q1
$1.06M Buy
18,972
+10,876
+134% +$636K 0.13% 186
2022
Q4
$496K Sell
8,096
-11,554
-59% -$726K 0.06% 284
2022
Q3
$1.36M Buy
19,650
+2,270
+13% +$183K 0.19% 131
2022
Q2
$1.39M Sell
17,380
-1,151
-6% -$95K 0.18% 131
2022
Q1
$1.57M Buy
18,531
+3,623
+24% +$291K 0.18% 132
2021
Q4
$1.17M Buy
14,908
+341
+2% +$25.7K 0.14% 157
2021
Q3
$1.06M Buy
14,567
+4,137
+40% +$315K 0.14% 161
2021
Q2
$767K Buy
10,430
+244
+2% +$18.8K 0.11% 200
2021
Q1
$774K Buy
10,186
+520
+5% +$37.8K 0.13% 166
2020
Q4
$727K Sell
9,666
-45
-0.5% -$3.58K 0.14% 157
2020
Q3
$766K Sell
9,711
-6,507
-40% -$511K 0.18% 142
2020
Q2
$1.32M Sell
16,218
-425
-3% -$34.1K 0.32% 86
2020
Q1
$1.2M Buy
16,643
+575
+4% +$47K 0.36% 80
2019
Q4
$1.33M Sell
16,068
-665
-4% -$54.3K 0.33% 85
2019
Q3
$1.36M Sell
16,733
-2,439
-13% -$189K 0.38% 76
2019
Q2
$1.48M Sell
19,172
-3,310
-15% -$252K 0.43% 74
2019
Q1
$1.72M Buy
22,482
+6,732
+43% +$492K 0.47% 65
2018
Q4
$1.13M Sell
15,750
-4,779
-23% -$349K 0.32% 77
2018
Q3
$1.44M Sell
20,529
-472
-2% -$33.4K 0.36% 69
2018
Q2
$1.43M Sell
21,001
-657
-3% -$42.8K 0.35% 68
2018
Q1
$1.46M Sell
21,658
-1,217
-5% -$89.9K 0.35% 68
2017
Q4
$1.85M Buy
+22,875
New +$1.85M 0.44% 50

Other funds holding D

Verdence Capital Advisors's D Position: Q1 2026 in Review

Verdence Capital Advisors increased its Dominion Energy (D) stake by 1.5% in Q1 2026, buying an estimated $10.5K and bringing the position to 11,753 shares worth $727K. The position accounts for 0.04% of the portfolio, ranked #349.

Verdence Capital Advisors first reported a position in D in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.85M in Q4 2017. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Verdence Capital Advisors held 11,753 shares of Dominion Energy worth $727K as of Q1 2026.
  • Verdence Capital Advisors bought 170 Dominion Energy shares in Q1 2026, an estimated $10.5K.
  • Dominion Energy made up 0.04% of Verdence Capital Advisors's portfolio in Q1 2026, its #349 holding.
  • Verdence Capital Advisors first reported a position in Dominion Energy in Q4 2017 and has held it in 34 quarters since.
  • Verdence Capital Advisors's Dominion Energy position peaked at $1.85M in Q4 2017.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Verdence Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.