AC
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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
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

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

AlphaCore Capital's D Position: Q1 2026 in Review

AlphaCore Capital reduced its Dominion Energy (D) stake by 9.8% in Q1 2026, selling an estimated $100K and leaving 14,969 shares worth $925K. The position accounts for 0.02% of the portfolio, ranked #405.

AlphaCore Capital first reported a position in D in Q3 2025 and has held it in 3 quarters since. The position peaked at $972K in Q4 2025. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • AlphaCore Capital held 14,969 shares of Dominion Energy worth $925K as of Q1 2026.
  • AlphaCore Capital sold 1,622 Dominion Energy shares in Q1 2026, an estimated $100K.
  • Dominion Energy made up 0.02% of AlphaCore Capital's portfolio in Q1 2026, its #405 holding.
  • AlphaCore Capital first reported a position in Dominion Energy in Q3 2025 and has held it in 3 quarters since.
  • AlphaCore Capital's Dominion Energy position peaked at $972K in Q4 2025.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.