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 Q2	$236K	Hold	3,461	–	–	0.05%	193
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

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

Alta Advisers's D Position: Q2 2026 in Review

Alta Advisers held its Dominion Energy (D) position steady in Q2 2026 at 3,461 shares worth $236K. The position accounts for 0.05% of the portfolio, ranked #193.

Alta Advisers first reported a position in D in Q3 2022 and has held it in 15 quarters since. The position peaked at $273K in Q3 2025. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

Alta Advisers held 3,461 shares of Dominion Energy worth $236K as of Q2 2026.
Alta Advisers left its Dominion Energy share count unchanged in Q2 2026.
Dominion Energy made up 0.05% of Alta Advisers's portfolio in Q2 2026, its #193 holding.
Alta Advisers first reported a position in Dominion Energy in Q3 2022 and has held it in 15 quarters since.
Alta Advisers's Dominion Energy position peaked at $273K in Q3 2025.
1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Alta Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.