Wills Financial Group’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 | $4.61M | Sell |
73,521
-449
| -0.6% | -$27.7K | 1.74% | 19 |
|
|
2025
Q4 | $4.33M | Sell |
73,970
-348
| -0.5% | -$21K | 1.66% | 22 |
|
|
2025
Q3 | $4.55M | Sell |
74,318
-2,896
| -4% | -$172K | 1.86% | 20 |
|
|
2025
Q2 | $4.36M | Buy |
77,214
+727
| +1% | +$39.8K | 1.89% | 21 |
|
|
2025
Q1 | $4.29M | Sell |
76,487
-5,779
| -7% | -$318K | 1.9% | 20 |
|
|
2024
Q4 | $4.43M | Sell |
82,266
-12,074
| -13% | -$689K | 1.91% | 21 |
|
|
2024
Q3 | $5.45M | Sell |
94,340
-2,766
| -3% | -$151K | 2.29% | 17 |
|
|
2024
Q2 | $4.76M | Sell |
97,106
-2,505
| -3% | -$128K | 2.19% | 16 |
|
|
2024
Q1 | $4.9M | Sell |
99,611
-646
| -0.6% | -$30.2K | 2.31% | 16 |
|
|
2023
Q4 | $4.71M | Sell |
100,257
-13,576
| -12% | -$606K | 2.38% | 14 |
|
|
2023
Q3 | $5.08M | Sell |
113,833
-1,415
| -1% | -$70.3K | 2.75% | 11 |
|
|
2023
Q2 | $5.97M | Buy |
115,248
+4,558
| +4% | +$248K | 3.03% | 11 |
|
|
2023
Q1 | $6.19M | Buy |
110,690
+7,913
| +8% | +$463K | 3.33% | 10 |
|
|
2022
Q4 | $6.3M | Sell |
102,777
-779
| -0.8% | -$48.9K | 3.51% | 10 |
|
|
2022
Q3 | $7.16M | Buy |
103,556
+36
| +0% | +$2.91K | 3.98% | 8 |
|
|
2022
Q2 | $8.26M | Sell |
103,520
-90
| -0.1% | -$7.43K | 4.06% | 7 |
|
|
2022
Q1 | $8.8M | Sell |
103,610
-1,198
| -1% | -$96.2K | 3.7% | 6 |
|
|
2021
Q4 | $8.23M | Buy |
104,808
+518
| +0.5% | +$39K | 3.26% | 7 |
|
|
2021
Q3 | $7.62M | Sell |
104,290
-1,185
| -1% | -$90.4K | 3.42% | 6 |
|
|
2021
Q2 | $7.76M | Buy |
105,475
+1,832
| +2% | +$141K | 3.36% | 6 |
|
|
2021
Q1 | $7.87M | Sell |
103,643
-1,503
| -1% | -$109K | 3.82% | 5 |
|
|
2020
Q4 | $7.91M | Buy |
105,146
+5,669
| +6% | +$450K | 3.94% | 5 |
|
|
2020
Q3 | $7.85M | Buy |
99,477
+1,043
| +1% | +$81.9K | 4.56% | 5 |
|
|
2020
Q2 | $7.99M | Sell |
98,434
-647
| -0.7% | -$51.9K | 4.97% | 4 |
|
|
2020
Q1 | $7.15M | Buy |
99,081
+10,810
| +12% | +$883K | 5.1% | 5 |
|
|
2019
Q4 | $7.31M | Sell |
88,271
-215
| -0.2% | -$17.6K | 4.2% | 5 |
|
|
2019
Q3 | $7.17M | Sell |
88,486
-917
| -1% | -$70.9K | 4.6% | 4 |
|
|
2019
Q2 | $6.91M | Sell |
89,403
-25
| -0% | -$1.91K | 4.5% | 5 |
|
|
2019
Q1 | $6.86M | Buy |
89,428
+13,434
| +18% | +$981K | 4.65% | 4 |
|
|
2018
Q4 | $5.43M | Sell |
75,994
-320
| -0.4% | -$23.4K | 4.17% | 7 |
|
|
2018
Q3 | $5.36M | Sell |
76,314
-211
| -0.3% | -$14.9K | 3.54% | 7 |
|
|
2018
Q2 | $5.22M | Sell |
76,525
-301
| -0.4% | -$19.6K | 3.78% | 6 |
|
|
2018
Q1 | $5.18M | Buy |
76,826
+247
| +0.3% | +$18.2K | 3.83% | 6 |
|
|
2017
Q4 | $6.21M | Sell |
76,579
-438
| -0.6% | -$35.5K | 4.33% | 4 |
|
|
2017
Q3 | $5.92M | Sell |
77,017
-1,085
| -1% | -$84.4K | 4.36% | 4 |
|
|
2017
Q2 | $5.99M | Sell |
78,102
-1,036
| -1% | -$81.4K | 4.44% | 4 |
|
|
2017
Q1 | $6.14M | Sell |
79,138
-1,048
| -1% | -$79.3K | 4.7% | 4 |
|
|
2016
Q4 | $6.14M | Buy |
80,186
+1,577
| +2% | +$116K | 4.99% | 3 |
|
|
2016
Q3 | $5.84M | Sell |
78,609
-688
| -0.9% | -$52.4K | 5.1% | 3 |
|
|
2016
Q2 | $6.18M | Buy |
79,297
+536
| +0.7% | +$38.9K | 5.15% | 4 |
|
|
2016
Q1 | $5.92M | Buy |
78,761
+243
| +0.3% | +$17.2K | 5.1% | 4 |
|
|
2015
Q4 | $5.31M | Buy |
78,518
+582
| +0.7% | +$40.2K | 4.67% | 4 |
|
|
2015
Q3 | $5.49M | Sell |
77,936
-589
| -0.8% | -$41.4K | 5.06% | 3 |
|
|
2015
Q2 | $5.25M | Buy |
78,525
+5,020
| +7% | +$353K | 4.48% | 3 |
|
|
2015
Q1 | $5.21M | Buy |
73,505
+829
| +1% | +$61.5K | 4.29% | 4 |
|
|
2014
Q4 | $5.59M | Buy |
72,676
+1,689
| +2% | +$122K | 4.53% | 4 |
|
|
2014
Q3 | $4.9M | Buy |
70,987
+4,330
| +6% | +$299K | 4.15% | 3 |
|
|
2014
Q2 | $4.77M | Buy |
66,657
+2,033
| +3% | +$143K | 3.95% | 3 |
|
|
2014
Q1 | $4.59M | Buy |
64,624
+631
| +1% | +$43.1K | 4.36% | 3 |
|
|
2013
Q4 | $4.14M | Buy |
+63,993
| New | +$4.12M | 4.26% | 4 |
|
Other funds holding D
VCM
VPM
Wills Financial Group's D Position: Q1 2026 in Review
Wills Financial Group reduced its Dominion Energy (D) stake by 0.61% in Q1 2026, selling an estimated $27.7K and leaving 73,521 shares worth $4.61M. The position accounts for 1.74% of the portfolio, ranked #19.
Wills Financial Group first reported a position in D in Q4 2013 and has held it in 50 quarters since. The position peaked at $8.8M in Q1 2022. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.
- Wills Financial Group held 73,521 shares of Dominion Energy worth $4.61M as of Q1 2026.
- Wills Financial Group sold 449 Dominion Energy shares in Q1 2026, an estimated $27.7K.
- Dominion Energy made up 1.74% of Wills Financial Group's portfolio in Q1 2026, its #19 holding.
- Wills Financial Group first reported a position in Dominion Energy in Q4 2013 and has held it in 50 quarters since.
- Wills Financial Group's Dominion Energy position peaked at $8.8M in Q1 2022.
- 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.
Based on Wills Financial Group's 13F filing for Q1 2026, filed 14 May 2026.