AW
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Alteri Wealth’s Dominion Energy D Stock Holding History

Alteri Wealth’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 		– Sell
-4,123
Closed -$255K – 305
2026
Q1 		$255K Buy
4,123
+162
+4% +$10K 0.08% 237
2025
Q4 		$232K Sell
3,961
-29
-0.7% -$1.75K 0.08% 257
2025
Q3 		$244K Buy
+3,990
New +$237K 0.08% 242

Other funds holding D

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Alteri Wealth's D Position: Q2 2026 in Review

Alteri Wealth sold out of Dominion Energy (D) in Q2 2026, closing a stake of 4,123 shares — an estimated $255K sold.

Alteri Wealth first reported a position in D in Q3 2025 and held it in 3 quarters. The position peaked at $255K in Q1 2026. 684 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Alteri Wealth reported no remaining Dominion Energy position as of Q2 2026 after selling out during the quarter.
  • Alteri Wealth sold 4,123 Dominion Energy shares in Q2 2026, an estimated $255K.
  • Alteri Wealth first reported a position in Dominion Energy in Q3 2025 and held it in 3 quarters.
  • Alteri Wealth's Dominion Energy position peaked at $255K in Q1 2026.
  • 684 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.