ACM
D icon

Altrius Capital Management’s Dominion Energy D Stock Holding History

Altrius Capital Management’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 		$308K Hold
4,507
– – 0.06% 82
2026
Q1 		$279K Hold
4,507
– – 0.06% 84
2025
Q4 		$264K Hold
4,507
– – 0.06% 84
2025
Q3 		$276K Buy
+4,507
New +$268K 0.06% 82

Other funds holding D

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Altrius Capital Management's D Position: Q2 2026 in Review

Altrius Capital Management held its Dominion Energy (D) position steady in Q2 2026 at 4,507 shares worth $308K. The position accounts for 0.06% of the portfolio, ranked #82.

Altrius Capital Management first reported a position in D in Q3 2025 and has held it in 4 quarters since. 1,553 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Altrius Capital Management held 4,507 shares of Dominion Energy worth $308K as of Q2 2026.
  • Altrius Capital Management left its Dominion Energy share count unchanged in Q2 2026.
  • Dominion Energy made up 0.06% of Altrius Capital Management's portfolio in Q2 2026, its #82 holding.
  • Altrius Capital Management first reported a position in Dominion Energy in Q3 2025 and has held it in 4 quarters since.
  • 1,553 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Altrius Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.