Alpha Family Trust’s Dominion Energy D Stock Holding History

Alpha Family Trust’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	$447K	Hold	6,540	–	–	0.18%	88
2026 Q1	$404K	Hold	6,540	–	–	0.2%	91
2025 Q4	$383K	Hold	6,540	–	–	0.17%	99
2025 Q3	$400K	Hold	6,540	–	–	0.19%	95
2025 Q2	$370K	Hold	6,540	–	–	0.18%	104
2025 Q1	$367K	Hold	6,540	–	–	0.21%	91
2024 Q4	$352K	Hold	6,540	–	–	0.2%	86
2024 Q3	$378K	Hold	6,540	–	–	0.21%	83
2024 Q2	$320K	Hold	6,540	–	–	0.19%	91
2024 Q1	$322K	Buy	+6,540	New	+$306K	0.19%	94
2023 Q4	–	Sell	-8,430	Closed	-$377K	–	147
2023 Q3	$377K	Buy	8,430 +1,710	+25%	+$84.9K	0.29%	65
2023 Q2	$348K	Buy	+6,720	New	+$365K	0.24%	68

Other funds holding D

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Alpha Family Trust's D Position: Q2 2026 in Review

Alpha Family Trust held its Dominion Energy (D) position steady in Q2 2026 at 6,540 shares worth $447K. The position accounts for 0.18% of the portfolio, ranked #88.

Alpha Family Trust first reported a position in D in Q2 2023 and has held it in 12 quarters since. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

Alpha Family Trust held 6,540 shares of Dominion Energy worth $447K as of Q2 2026.
Alpha Family Trust left its Dominion Energy share count unchanged in Q2 2026.
Dominion Energy made up 0.18% of Alpha Family Trust's portfolio in Q2 2026, its #88 holding.
Alpha Family Trust first reported a position in Dominion Energy in Q2 2023 and has held it in 12 quarters since.
1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Alpha Family Trust's 13F filing for Q2 2026, filed 10 Aug 2026.