AAFMAA Wealth Management & Trust’s Dominion Energy D Stock Holding History

AAFMAA Wealth Management & Trust’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 Q3	$653K	Buy	10,797 +7,437	+221%	+$500K	0.22%	68
2026 Q2	$229K	Hold	3,360	–	–	0.08%	93
2026 Q1	$208K	Buy	+3,360	New	+$208K	0.08%	95
2022 Q2	–	Sell	-10,319	Closed	-$877K	–	55
2022 Q1	$877K	Hold	10,319	–	–	0.4%	50
2021 Q4	$811K	Hold	10,319	–	–	0.35%	51
2021 Q3	$753K	Hold	10,319	–	–	0.36%	52
2021 Q2	$759K	Hold	10,319	–	–	0.35%	51
2021 Q1	$783K	Sell	10,319 -33,015	-76%	-$2.4M	0.38%	48
2020 Q4	$3.26M	Buy	+43,334	New	+$3.44M	1.58%	31

Other funds holding D

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

AAFMAA Wealth Management & Trust's D Position: Q3 2026 in Review

AAFMAA Wealth Management & Trust increased its Dominion Energy (D) stake by 221% in Q3 2026, buying an estimated $500K and bringing the position to 10,797 shares worth $653K. The position accounts for 0.22% of the portfolio, ranked #68.

AAFMAA Wealth Management & Trust first reported a position in D in Q4 2020 and has held it in 9 quarters since. The position peaked at $3.26M in Q4 2020. 1,120 funds tracked by Wall St. Rank hold D as of Q3 2026.

AAFMAA Wealth Management & Trust held 10,797 shares of Dominion Energy worth $653K as of Q3 2026.
AAFMAA Wealth Management & Trust bought 7,437 Dominion Energy shares in Q3 2026, an estimated $500K.
Dominion Energy made up 0.22% of AAFMAA Wealth Management & Trust's portfolio in Q3 2026, its #68 holding.
AAFMAA Wealth Management & Trust first reported a position in Dominion Energy in Q4 2020 and has held it in 9 quarters since.
AAFMAA Wealth Management & Trust's Dominion Energy position peaked at $3.26M in Q4 2020.
1,120 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q3 2026, filed 14 Oct 2026.