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 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

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

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

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

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 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