Advisors Capital Management’s Dominion Energy D Stock Holding History

Advisors Capital Management’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 Q2	$684K	Buy	10,014 +2,555	+34%	+$166K	0.01%	390
2026 Q1	$461K	Buy	7,459 +1,785	+31%	+$110K	0.01%	411
2025 Q4	$332K	Buy	+5,674	New	+$342K	﹤0.01%	476
2022 Q3	–	Sell	-2,761	Closed	-$220K	–	462
2022 Q2	$220K	Buy	2,761 +27	+1%	+$2.23K	0.01%	406
2022 Q1	$232K	Sell	2,734 -79	-3%	-$6.34K	0.01%	399
2021 Q4	$221K	Sell	2,813 -5	-0.2%	-$376	0.01%	402
2021 Q3	$206K	Sell	2,818 -264	-9%	-$20.1K	0.01%	399
2021 Q2	$227K	Buy	3,082 +445	+17%	+$34.3K	0.01%	363
2021 Q1	$200K	Sell	2,637 -1,151	-30%	-$83.6K	0.01%	354
2020 Q4	$284K	Buy	+3,788	New	+$301K	0.01%	300

Other funds holding D

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Advisors Capital Management's D Position: Q2 2026 in Review

Advisors Capital Management increased its Dominion Energy (D) stake by 34% in Q2 2026, buying an estimated $166K and bringing the position to 10,014 shares worth $684K. The position accounts for 0.01% of the portfolio, ranked #390.

Advisors Capital Management first reported a position in D in Q4 2020 and has held it in 10 quarters since. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

Advisors Capital Management held 10,014 shares of Dominion Energy worth $684K as of Q2 2026.
Advisors Capital Management bought 2,555 Dominion Energy shares in Q2 2026, an estimated $166K.
Dominion Energy made up 0.01% of Advisors Capital Management's portfolio in Q2 2026, its #390 holding.
Advisors Capital Management first reported a position in Dominion Energy in Q4 2020 and has held it in 10 quarters since.
1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.