VWA
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Visionary Wealth Advisors’s Dominion Energy D Stock Holding History

Visionary 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 		$216K Sell
3,491
-22
-0.6% -$1.36K 0.01% 598
2025
Q4 		$206K Sell
3,513
-16
-0.5% -$964 0.01% 590
2025
Q3 		$216K Buy
+3,529
New +$210K 0.01% 567
2024
Q4 		– Sell
-3,515
Closed -$203K – 543
2024
Q3 		$203K Sell
3,515
-759
-18% -$41.5K 0.01% 515
2024
Q2 		$209K Sell
4,274
-573
-12% -$29.2K 0.01% 485
2024
Q1 		$238K Sell
4,847
-711
-13% -$33.2K 0.02% 445
2023
Q4 		$261K Sell
5,558
-2,703
-33% -$121K 0.02% 416
2023
Q3 		$369K Sell
8,261
-88,780
-91% -$4.41M 0.03% 340
2023
Q2 		$5.03M Buy
97,041
+2,090
+2% +$114K 0.4% 69
2023
Q1 		$5.31M Buy
94,951
+21,323
+29% +$1.25M 0.45% 65
2022
Q4 		$4.51M Buy
73,628
+5,582
+8% +$351K 0.42% 69
2022
Q3 		$4.7M Buy
68,046
+3,539
+5% +$286K 0.49% 55
2022
Q2 		$5.15M Buy
64,507
+5,622
+10% +$464K 0.46% 60
2022
Q1 		$5M Buy
58,885
+6,590
+13% +$529K 0.4% 68
2021
Q4 		$4.11M Buy
52,295
+2,575
+5% +$194K 0.34% 80
2021
Q3 		$3.63M Buy
49,720
+880
+2% +$67.1K 0.37% 74
2021
Q2 		$3.59M Buy
48,840
+1,972
+4% +$152K 0.36% 71
2021
Q1 		$3.56M Buy
46,868
+5,901
+14% +$429K 0.37% 73
2020
Q4 		$3.08M Buy
40,967
+2,614
+7% +$208K 0.35% 76
2020
Q3 		$3.03M Buy
38,353
+2,594
+7% +$204K 0.43% 62
2020
Q2 		$2.9M Buy
35,759
+1,714
+5% +$137K 0.44% 61
2020
Q1 		$2.46M Buy
34,045
+1,822
+6% +$149K 0.46% 68
2019
Q4 		$2.67M Buy
+32,223
New +$2.63M 0.48% 57

Other funds holding D

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Visionary Wealth Advisors's D Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its Dominion Energy (D) stake by 0.63% in Q1 2026, selling an estimated $1.36K and leaving 3,491 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #598.

Visionary Wealth Advisors first reported a position in D in Q4 2019 and has held it in 23 quarters since. The position peaked at $5.31M in Q1 2023. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Visionary Wealth Advisors held 3,491 shares of Dominion Energy worth $216K as of Q1 2026.
  • Visionary Wealth Advisors sold 22 Dominion Energy shares in Q1 2026, an estimated $1.36K.
  • Dominion Energy made up 0.01% of Visionary Wealth Advisors's portfolio in Q1 2026, its #598 holding.
  • Visionary Wealth Advisors first reported a position in Dominion Energy in Q4 2019 and has held it in 23 quarters since.
  • Visionary Wealth Advisors's Dominion Energy position peaked at $5.31M in Q1 2023.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.