AC
D icon

AlphaCore Capital’s Dominion Energy D Stock Holding History

AlphaCore Capital’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 		$932K Sell
13,648
-1,321
-9% -$85.9K 0.02% 486
2026
Q1 		$925K Sell
14,969
-1,622
-10% -$100K 0.02% 405
2025
Q4 		$972K Buy
16,591
+14,119
+571% +$851K 0.02% 423
2025
Q3 		$151K Buy
+2,472
New +$147K 0.01% 754

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 $3.37T AUM 44.26% 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

AlphaCore Capital's D Position: Q2 2026 in Review

AlphaCore Capital reduced its Dominion Energy (D) stake by 8.8% in Q2 2026, selling an estimated $85.9K and leaving 13,648 shares worth $932K. The position accounts for 0.02% of the portfolio, ranked #486.

AlphaCore Capital first reported a position in D in Q3 2025 and has held it in 4 quarters since. The position peaked at $972K in Q4 2025. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • AlphaCore Capital held 13,648 shares of Dominion Energy worth $932K as of Q2 2026.
  • AlphaCore Capital sold 1,321 Dominion Energy shares in Q2 2026, an estimated $85.9K.
  • Dominion Energy made up 0.02% of AlphaCore Capital's portfolio in Q2 2026, its #486 holding.
  • AlphaCore Capital first reported a position in Dominion Energy in Q3 2025 and has held it in 4 quarters since.
  • AlphaCore Capital's Dominion Energy position peaked at $972K in Q4 2025.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.