Alta Advisers’s Dominion Energy D Stock Holding History

Alta Advisers’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	$214K	Hold	3,461	–	–	0.08%	191
2025 Q4	$203K	Sell	3,461 -1,000	-22%	-$60.2K	0.07%	194
2025 Q3	$273K	Hold	4,461	–	–	0.08%	190
2025 Q2	$252K	Hold	4,461	–	–	0.09%	194
2025 Q1	$250K	Buy	+4,461	New	+$245K	0.11%	186
2024 Q4	–	Sell	-2,300	Closed	-$133K	–	216
2024 Q3	$133K	Hold	2,300	–	–	0.06%	227
2024 Q2	$113K	Buy	2,300 +300	+15%	+$15.3K	0.05%	233
2024 Q1	$98.4K	Hold	2,000	–	–	0.05%	282
2023 Q4	$94K	Hold	2,000	–	–	0.05%	268
2023 Q3	$89.3K	Hold	2,000	–	–	0.05%	262
2023 Q2	$104K	Hold	2,000	–	–	0.06%	236
2023 Q1	$112K	Hold	2,000	–	–	0.07%	202
2022 Q4	$123K	Hold	2,000	–	–	0.07%	173
2022 Q3	$138K	Buy	+2,000	New	+$161K	0.09%	138

Other funds holding D

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

VCM

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Alta Advisers's D Position: Q1 2026 in Review

Alta Advisers held its Dominion Energy (D) position steady in Q1 2026 at 3,461 shares worth $214K. The position accounts for 0.08% of the portfolio, ranked #191.

Alta Advisers first reported a position in D in Q3 2022 and has held it in 14 quarters since. The position peaked at $273K in Q3 2025. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

Alta Advisers held 3,461 shares of Dominion Energy worth $214K as of Q1 2026.
Alta Advisers left its Dominion Energy share count unchanged in Q1 2026.
Dominion Energy made up 0.08% of Alta Advisers's portfolio in Q1 2026, its #191 holding.
Alta Advisers first reported a position in Dominion Energy in Q3 2022 and has held it in 14 quarters since.
Alta Advisers's Dominion Energy position peaked at $273K in Q3 2025.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Alta Advisers's 13F filing for Q1 2026, filed 7 May 2026.