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DD
30 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in DOMINION RESOURCES INC/VA

Steward Partners Investment Advisory, LLC holds 149,586 shares of D (DOMINION RESOURCES INC/VA), worth $10.2M as of 2026-Q2. The position was increased (+2.7% shares). D represents 0.1% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$10.2M

Current Shares

149,586

Total Value Change

+$7.4M

Total Shares Change

+112,368

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
149,586
+2.7%
$10.2M0.1%$68.29
28
2026-Q1
Decreased
145,711
-8.1%
$9M0.0%$62.68
0
2025-Q4
Increased
158,614
+1.5%
$9.3M0.1%$59.06
28
2025-Q3
Increased
156,242
+2.0%
$9.6M0.1%$60.24
28
2025-Q2
Increased
153,111
+0.6%
$8.7M0.1%$54.62
28
2025-Q1
Increased
152,271
+15.9%
$8.5M0.1%$53.12
32
2024-Q4
Decreased
131,418
-14.8%
$7.1M0.1%$51.42
0
2024-Q3
Increased
154,240
+2.5%
$8.9M0.1%$53.95
28
2024-Q2
Increased
150,518
+17.1%
$7.4M0.1%$45.70
32
2024-Q1
Increased
128,593
+3.6%
$6.3M0.1%$45.30
28
2023-Q4
Increased
124,108
+27.3%
$5.8M0.1%$42.69
34
2023-Q3
Increased
97,468
+7.0%
$4.4M0.1%$39.99
29
2023-Q2
Increased
91,047
+22.9%
$4.7M0.1%$45.76
33
2023-Q1
Increased
74,063
+5.3%
$4.1M0.1%$48.53
28
2022-Q4
Decreased
70,329
-8.1%
$4.3M0.1%$52.78
0
2022-Q3
Increased
76,545
+5.3%
$5.3M0.1%$60.50
28
2022-Q2
Decreased
72,709
-1.3%
$5.8M0.1%$66.73
0
2022-Q1
Increased
73,662
+5.7%
$6.3M0.1%$71.56
29
2021-Q4
Decreased
69,669
-1.3%
$5.5M0.1%$65.18
0
2021-Q3
Increased
70,613
+3.6%
$5.2M0.1%$61.21
28
2021-Q2
Decreased
68,176
-59.2%
$5M0.1%$60.04
0
2021-Q1
Increased
167,038
+163.1%
$6.4B0.1%$61.18
62
2020-Q4
Decreased
63,500
-7.8%
$4.8M0.1%$59.45
0
2020-Q3
Decreased
68,847
-6.7%
$5.5M0.1%$62.02
0
2020-Q2
Increased
73,816
+5.6%
$6M0.2%$63.44
34
2020-Q1
Increased
69,899
+23.3%
$5.3M0.2%$59.79
39
2019-Q4
Increased
56,670
+5.8%
$4.7M0.1%$63.20
34
2019-Q3
Increased
53,566
+1.4%
$4.3M0.1%$61.66
32
2019-Q2
Increased
52,823
+41.9%
$4.1M0.1%$58.19
43
2019-Q1
New
37,218
-
$2.9M0.1%$57.01
44

Other major holders of D: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC

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