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Allegheny Financial Group’s Dominion Energy D Stock Holding History

Allegheny Financial 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
Q2 		$353K Buy
5,169
+4
+0.1% +$260 0.04% 210
2026
Q1 		$319K Buy
5,165
+52
+1% +$3.21K 0.04% 198
2025
Q4 		$300K Sell
5,113
-30
-0.6% -$1.81K 0.04% 200
2025
Q3 		$315K Buy
+5,143
New +$306K 0.06% 190
2025
Q1 		– Sell
-5,212
Closed -$281K – 236
2024
Q4 		$281K Buy
+5,212
New +$297K 0.07% 188
2022
Q4 		– Sell
-3,191
Closed -$220K – 170
2022
Q3 		$220K Sell
3,191
-717
-18% -$57.9K 0.1% 138
2022
Q2 		$312K Buy
3,908
+184
+5% +$15.2K 0.15% 117
2022
Q1 		$316K Sell
3,724
-689
-16% -$55.3K 0.13% 112
2021
Q4 		$347K Buy
4,413
+12
+0.3% +$903 0.14% 106
2021
Q3 		$321K Buy
4,401
+16
+0.4% +$1.22K 0.15% 102
2021
Q2 		$323K Sell
4,385
-285
-6% -$22K 0.15% 104
2021
Q1 		$355K Sell
4,670
-125
-3% -$9.08K 0.26% 62
2020
Q4 		$361K Buy
+4,795
New +$381K 0.19% 76

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 $3.38T AUM 44.17% 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

Allegheny Financial Group's D Position: Q2 2026 in Review

Allegheny Financial Group increased its Dominion Energy (D) stake by 0.08% in Q2 2026, buying an estimated $260 and bringing the position to 5,169 shares worth $353K. The position accounts for 0.04% of the portfolio, ranked #210.

Allegheny Financial Group first reported a position in D in Q4 2020 and has held it in 13 quarters since. The position peaked at $361K in Q4 2020. 1,553 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Allegheny Financial Group held 5,169 shares of Dominion Energy worth $353K as of Q2 2026.
  • Allegheny Financial Group bought 4 Dominion Energy shares in Q2 2026, an estimated $260.
  • Dominion Energy made up 0.04% of Allegheny Financial Group's portfolio in Q2 2026, its #210 holding.
  • Allegheny Financial Group first reported a position in Dominion Energy in Q4 2020 and has held it in 13 quarters since.
  • Allegheny Financial Group's Dominion Energy position peaked at $361K in Q4 2020.
  • 1,553 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.