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
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

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

Altrius Capital Management's D Position: Q1 2026 in Review

Altrius Capital Management held its Dominion Energy (D) position steady in Q1 2026 at 4,507 shares worth $279K. The position accounts for 0.06% of the portfolio, ranked #84.

Altrius Capital Management first reported a position in D in Q3 2025 and has held it in 3 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Altrius Capital Management held 4,507 shares of Dominion Energy worth $279K as of Q1 2026.
  • Altrius Capital Management left its Dominion Energy share count unchanged in Q1 2026.
  • Dominion Energy made up 0.06% of Altrius Capital Management's portfolio in Q1 2026, its #84 holding.
  • Altrius Capital Management first reported a position in Dominion Energy in Q3 2025 and has held it in 3 quarters since.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Altrius Capital Management's 13F filing for Q1 2026, filed 5 May 2026.