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Altman Advisors’s Dominion Energy D Stock Holding History

Altman Advisors’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 		$1.63M Sell
26,358
-4,742
-15% -$293K 0.68% 69
2025
Q4 		$1.82M Sell
31,100
-683
-2% -$41.1K 0.69% 67
2025
Q3 		$1.94M Buy
31,783
+290
+0.9% +$17.2K 0.74% 58
2025
Q2 		$1.82M Buy
31,493
+565
+2% +$31K 0.74% 66
2025
Q1 		$1.68M Buy
30,928
+1,132
+4% +$62.3K 0.78% 66
2024
Q4 		$1.6M Buy
29,796
+481
+2% +$27.4K 0.68% 63
2024
Q3 		$1.69M Buy
29,315
+284
+1% +$15.5K 0.75% 71
2024
Q2 		$1.42M Buy
29,031
+198
+0.7% +$10.1K 0.81% 61
2024
Q1 		$1.42M Buy
28,833
+17,380
+152% +$812K 0.69% 78
2023
Q4 		$538K Sell
11,453
-14,746
-56% -$658K 0.28% 89
2023
Q3 		$1.17M Buy
+26,199
New +$1.3M 0.73% 74
2023
Q1 		$985 Buy
17,666
+1,678
+10% +$98.2K ﹤0.01% 74
2022
Q4 		$997K Buy
15,988
+1,022
+7% +$64.2K 0.62% 71
2022
Q3 		$1.03M Sell
14,966
-312
-2% -$25.2K 0.65% 62
2022
Q2 		$1.25M Buy
+15,278
New +$1.26M 0.72% 65

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

Altman Advisors's D Position: Q1 2026 in Review

Altman Advisors reduced its Dominion Energy (D) stake by 15% in Q1 2026, selling an estimated $293K and leaving 26,358 shares worth $1.63M. The position accounts for 0.68% of the portfolio, ranked #69.

Altman Advisors first reported a position in D in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.94M in Q3 2025. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Altman Advisors held 26,358 shares of Dominion Energy worth $1.63M as of Q1 2026.
  • Altman Advisors sold 4,742 Dominion Energy shares in Q1 2026, an estimated $293K.
  • Dominion Energy made up 0.68% of Altman Advisors's portfolio in Q1 2026, its #69 holding.
  • Altman Advisors first reported a position in Dominion Energy in Q2 2022 and has held it in 15 quarters since.
  • Altman Advisors's Dominion Energy position peaked at $1.94M in Q3 2025.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Altman Advisors's 13F filing for Q1 2026, filed 5 May 2026.