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Advisors Management Group’s Dominion Energy D Stock Holding History

Advisors Management Group’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 		$2.54M Buy
41,073
+1,049
+3% +$64.8K 0.46% 57
2025
Q4 		$2.35M Sell
40,024
-9,442
-19% -$569K 0.43% 61
2025
Q3 		$3.03M Sell
49,466
-802
-2% -$47.7K 0.53% 57
2025
Q2 		$2.84M Sell
50,268
-630
-1% -$34.5K 0.53% 55
2025
Q1 		$2.85M Sell
50,898
-528
-1% -$29K 0.62% 48
2024
Q4 		$2.77M Sell
51,426
-418
-0.8% -$23.8K 0.66% 51
2024
Q3 		$3M Buy
51,844
+155
+0.3% +$8.47K 0.71% 47
2024
Q2 		$2.53M Sell
51,689
-385
-0.7% -$19.6K 0.63% 55
2024
Q1 		$2.56M Sell
52,074
-243
-0.5% -$11.4K 0.64% 52
2023
Q4 		$2.46M Sell
52,317
-906
-2% -$40.4K 0.67% 49
2023
Q3 		$2.38M Buy
53,223
+603
+1% +$29.9K 0.72% 49
2023
Q2 		$2.73M Buy
52,620
+230
+0.4% +$12.5K 0.81% 41
2023
Q1 		$2.93M Buy
52,390
+2,245
+4% +$131K 0.93% 38
2022
Q4 		$3.08M Buy
50,145
+6,970
+16% +$438K 1.16% 32
2022
Q3 		$2.98M Sell
43,175
-309
-0.7% -$24.9K 1.19% 32
2022
Q2 		$3.47M Sell
43,484
-104
-0.2% -$8.59K 1.22% 31
2022
Q1 		$3.7M Sell
43,588
-66
-0.2% -$5.3K 1.25% 32
2021
Q4 		$3.43M Sell
43,654
-76
-0.2% -$5.72K 1.03% 36
2021
Q3 		$3.19M Buy
43,730
+287
+0.7% +$21.9K 0.99% 37
2021
Q2 		$3.2M Buy
43,443
+56
+0.1% +$4.32K 0.95% 39
2021
Q1 		$3.3M Sell
43,387
-191
-0.4% -$13.9K 1.04% 35
2020
Q4 		$3.28M Sell
43,578
-387
-0.9% -$30.7K 1.34% 30
2020
Q3 		$3.47M Sell
43,965
-210
-0.5% -$16.5K 1.44% 25
2020
Q2 		$3.59M Sell
44,175
-1,570
-3% -$126K 1.6% 22
2020
Q1 		$3.3M Buy
45,745
+371
+0.8% +$30.3K 1.58% 22
2019
Q4 		$3.76M Sell
45,374
-448
-1% -$36.6K 1.49% 26
2019
Q3 		$3.71M Sell
45,822
-172
-0.4% -$13.3K 1.53% 24
2019
Q2 		$3.56M Sell
45,994
-165
-0.4% -$12.6K 1.55% 26
2019
Q1 		$3.54M Buy
46,159
+12
+0% +$876 1.58% 27
2018
Q4 		$3.3M Buy
46,147
+523
+1% +$38.2K 1.73% 23
2018
Q3 		$3.21M Buy
45,624
+649
+1% +$46K 1.47% 34
2018
Q2 		$3.07M Buy
44,975
+41,150
+1,076% +$2.68M 1.46% 32
2018
Q1 		$259K Buy
3,825
+73
+2% +$5.39K 0.13% 69
2017
Q4 		$304K Hold
3,752
– – 0.16% 67
2017
Q3 		$289K Hold
3,752
– – 0.15% 66
2017
Q2 		$288K Hold
3,752
– – 0.16% 64
2017
Q1 		$291K Hold
3,752
– – 0.18% 60
2016
Q4 		$287K Hold
3,752
– – 0.2% 59
2016
Q3 		$279K Hold
3,752
– – 0.19% 58
2016
Q2 		$292K Hold
3,752
– – 0.2% 56
2016
Q1 		$282K Hold
3,752
– – 0.21% 56
2015
Q4 		$254K Buy
+3,752
New +$259K 0.21% 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

Advisors Management Group's D Position: Q1 2026 in Review

Advisors Management Group increased its Dominion Energy (D) stake by 2.6% in Q1 2026, buying an estimated $64.8K and bringing the position to 41,073 shares worth $2.54M. The position accounts for 0.46% of the portfolio, ranked #57.

Advisors Management Group first reported a position in D in Q4 2015 and has held it in 42 quarters since. The position peaked at $3.76M in Q4 2019. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Advisors Management Group held 41,073 shares of Dominion Energy worth $2.54M as of Q1 2026.
  • Advisors Management Group bought 1,049 Dominion Energy shares in Q1 2026, an estimated $64.8K.
  • Dominion Energy made up 0.46% of Advisors Management Group's portfolio in Q1 2026, its #57 holding.
  • Advisors Management Group first reported a position in Dominion Energy in Q4 2015 and has held it in 42 quarters since.
  • Advisors Management Group's Dominion Energy position peaked at $3.76M in Q4 2019.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Advisors Management Group's 13F filing for Q1 2026, filed 1 May 2026.