AFT
D icon

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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
VPM
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
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

Alpha Family Trust's D Position: Q1 2026 in Review

Alpha Family Trust held its Dominion Energy (D) position steady in Q1 2026 at 6,540 shares worth $404K. The position accounts for 0.2% of the portfolio, ranked #91.

Alpha Family Trust first reported a position in D in Q2 2023 and has held it in 11 quarters since. 1,476 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Alpha Family Trust held 6,540 shares of Dominion Energy worth $404K as of Q1 2026.
  • Alpha Family Trust left its Dominion Energy share count unchanged in Q1 2026.
  • Dominion Energy made up 0.2% of Alpha Family Trust's portfolio in Q1 2026, its #91 holding.
  • Alpha Family Trust first reported a position in Dominion Energy in Q2 2023 and has held it in 11 quarters since.
  • 1,476 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.