AW
D icon

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
Q2 		$1.81M Sell
26,441
-28
-0.1% -$1.82K 0.52% 63
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

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Alaethes Wealth's D Position: Q2 2026 in Review

Alaethes Wealth reduced its Dominion Energy (D) stake by 0.11% in Q2 2026, selling an estimated $1.82K and leaving 26,441 shares worth $1.81M. The position accounts for 0.52% of the portfolio, ranked #63.

Alaethes Wealth first reported a position in D in Q3 2025 and has held it in 4 quarters since. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Alaethes Wealth held 26,441 shares of Dominion Energy worth $1.81M as of Q2 2026.
  • Alaethes Wealth sold 28 Dominion Energy shares in Q2 2026, an estimated $1.82K.
  • Dominion Energy made up 0.52% of Alaethes Wealth's portfolio in Q2 2026, its #63 holding.
  • Alaethes Wealth first reported a position in Dominion Energy in Q3 2025 and has held it in 4 quarters since.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Alaethes Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.