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Alaethes Wealth’s Dominion Energy D Stock Holding History

Alaethes Wealth’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 		$1.64M Buy
26,469
+1,150
+5% +$71K 0.47% 69
2025
Q4 		$1.48M Sell
25,319
-922
-4% -$55.5K 0.42% 76
2025
Q3 		$1.61M Buy
+26,241
New +$1.56M 0.46% 75

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

Alaethes Wealth's D Position: Q1 2026 in Review

Alaethes Wealth increased its Dominion Energy (D) stake by 4.5% in Q1 2026, buying an estimated $71K and bringing the position to 26,469 shares worth $1.64M. The position accounts for 0.47% of the portfolio, ranked #69.

Alaethes Wealth first reported a position in D in Q3 2025 and has held it in 3 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Alaethes Wealth held 26,469 shares of Dominion Energy worth $1.64M as of Q1 2026.
  • Alaethes Wealth bought 1,150 Dominion Energy shares in Q1 2026, an estimated $71K.
  • Dominion Energy made up 0.47% of Alaethes Wealth's portfolio in Q1 2026, its #69 holding.
  • Alaethes Wealth first reported a position in Dominion Energy in Q3 2025 and has held it in 3 quarters since.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Alaethes Wealth's 13F filing for Q1 2026, filed 12 May 2026.