AM
D icon

AGF Management’s Dominion Energy D Stock Holding History

AGF 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
Q1 		$524K Sell
8,478
-400
-5% -$24.7K ﹤0.01% 594
2025
Q4 		$520K Buy
8,878
+58
+0.7% +$3.49K ﹤0.01% 601
2025
Q3 		$540K Sell
8,820
-2,337
-21% -$139K ﹤0.01% 599
2025
Q2 		$631K Sell
11,157
-47,279
-81% -$2.59M ﹤0.01% 572
2025
Q1 		$3.28M Buy
58,436
+13,606
+30% +$748K 0.02% 303
2024
Q4 		$2.41M Buy
+44,830
New +$2.56M 0.01% 428
2024
Q2 		– Sell
-14,690
Closed -$723K – 698
2024
Q1 		$723K Buy
+14,690
New +$686K ﹤0.01% 603
2023
Q4 		– Sell
-62,447
Closed -$2.79M – 734
2023
Q3 		$2.79M Sell
62,447
-6,151
-9% -$305K 0.02% 431
2023
Q2 		$3.55M Buy
68,598
+7,639
+13% +$415K 0.03% 363
2023
Q1 		$3.41M Buy
60,959
+3,846
+7% +$225K 0.02% 363
2022
Q4 		$3.5M Buy
+57,113
New +$3.59M 0.03% 332

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

AGF Management's D Position: Q1 2026 in Review

AGF Management reduced its Dominion Energy (D) stake by 4.5% in Q1 2026, selling an estimated $24.7K and leaving 8,478 shares worth $524K. The position accounts for ﹤0.01% of the portfolio, ranked #594.

AGF Management first reported a position in D in Q4 2022 and has held it in 11 quarters since. The position peaked at $3.55M in Q2 2023. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • AGF Management held 8,478 shares of Dominion Energy worth $524K as of Q1 2026.
  • AGF Management sold 400 Dominion Energy shares in Q1 2026, an estimated $24.7K.
  • Dominion Energy made up ﹤0.01% of AGF Management's portfolio in Q1 2026, its #594 holding.
  • AGF Management first reported a position in Dominion Energy in Q4 2022 and has held it in 11 quarters since.
  • AGF Management's Dominion Energy position peaked at $3.55M in Q2 2023.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on AGF Management's 13F filing for Q1 2026, filed 7 May 2026.