All Terrain Financial Advisors’s Dominion Energy D Stock Holding History

All Terrain Financial Advisors’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	$2.21M	Buy	35,752 +5,628	+19%	+$348K	0.52%	33
2025 Q4	$1.76M	Sell	30,124 -4,297	-12%	-$259K	0.41%	49
2025 Q3	$2.11M	Buy	34,421 +3,774	+12%	+$224K	0.53%	34
2025 Q2	$1.73M	Sell	30,647 -13	-0%	-$712	0.5%	35
2025 Q1	$1.72M	Buy	30,660 +3,028	+11%	+$167K	0.54%	35
2024 Q4	$1.49M	Buy	27,632 +783	+3%	+$44.7K	0.49%	36
2024 Q3	$1.55M	Sell	26,849 -68	-0.3%	-$3.71K	0.57%	37
2024 Q2	$1.32M	Buy	26,917 +553	+2%	+$28.2K	0.52%	40
2024 Q1	$1.3M	Buy	26,364 +303	+1%	+$14.2K	0.51%	39
2023 Q4	$1.22M	Buy	26,061 +483	+2%	+$21.6K	0.46%	38
2023 Q3	$1.14M	Buy	25,578 +2,454	+11%	+$122K	0.48%	42
2023 Q2	$1.2M	Buy	23,124 +3,505	+18%	+$191K	0.45%	41
2023 Q1	$1.1M	Buy	19,619 +3,941	+25%	+$231K	0.45%	40
2022 Q4	$961K	Buy	15,678 +595	+4%	+$37.4K	0.42%	41
2022 Q3	$1.04M	Buy	15,083 +29	+0.2%	+$2.34K	0.45%	38
2022 Q2	$1.2M	Sell	15,054 -1,273	-8%	-$105K	0.51%	36
2022 Q1	$1.39M	Sell	16,327 -944	-5%	-$75.8K	0.56%	37
2021 Q4	$1.36M	Sell	17,271 -84	-0.5%	-$6.32K	0.55%	35
2021 Q3	$1.27M	Sell	17,355 -259	-1%	-$19.7K	0.55%	36
2021 Q2	$1.3M	Buy	+17,614	New	+$1.36M	0.59%	37

Other funds holding D

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

All Terrain Financial Advisors's D Position: Q1 2026 in Review

All Terrain Financial Advisors increased its Dominion Energy (D) stake by 19% in Q1 2026, buying an estimated $348K and bringing the position to 35,752 shares worth $2.21M. The position accounts for 0.52% of the portfolio, ranked #33.

All Terrain Financial Advisors first reported a position in D in Q2 2021 and has held it in 20 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

All Terrain Financial Advisors held 35,752 shares of Dominion Energy worth $2.21M as of Q1 2026.
All Terrain Financial Advisors bought 5,628 Dominion Energy shares in Q1 2026, an estimated $348K.
Dominion Energy made up 0.52% of All Terrain Financial Advisors's portfolio in Q1 2026, its #33 holding.
All Terrain Financial Advisors first reported a position in Dominion Energy in Q2 2021 and has held it in 20 quarters since.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on All Terrain Financial Advisors's 13F filing for Q1 2026, filed 12 May 2026.