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Altshuler Shaham’s Dominion Energy D Stock Holding History

Altshuler Shaham’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 		$3.42M Buy
50,022
+20,011
+67% +$1.3M 0.04% 82
2026
Q1 		$1.86M Buy
30,011
+3,622
+14% +$224K 0.03% 94
2025
Q4 		$1.55M Buy
26,389
+11,856
+82% +$714K 0.02% 79
2025
Q3 		$889K Buy
14,533
+3,935
+37% +$234K 0.01% 93
2025
Q2 		$599K Buy
10,598
+2,290
+28% +$125K 0.02% 98
2025
Q1 		$466K Buy
8,308
+5,042
+154% +$277K 0.01% 87
2024
Q4 		$176K Buy
+3,266
New +$186K 0.01% 102
2022
Q4 		– Sell
-690
Closed -$49K – 492
2022
Q3 		$49K Buy
690
+14
+2% +$1.13K ﹤0.01% 223
2022
Q2 		$54K Sell
676
-28
-4% -$2.31K ﹤0.01% 233
2022
Q1 		$60K Buy
+704
New +$56.5K ﹤0.01% 344
2021
Q4 		– Sell
-824
Closed -$60K – 566
2021
Q3 		$60K Buy
+824
New +$62.8K ﹤0.01% 386
2020
Q1 		– Sell
-2,937
Closed -$243K – 489
2019
Q4 		$243K Buy
2,937
+281
+11% +$23K 0.01% 156
2019
Q3 		$215K Buy
2,656
+1,478
+125% +$114K 0.01% 136
2019
Q2 		$91K Buy
1,178
+614
+109% +$46.8K ﹤0.01% 161
2019
Q1 		$43K Buy
564
+192
+52% +$14K ﹤0.01% 158
2018
Q4 		$27K Buy
+372
New +$27.2K ﹤0.01% 134
2018
Q3 		– Sell
-59
Closed -$4K – 259
2018
Q2 		$4K Sell
59
-175
-75% -$11.4K ﹤0.01% 180
2018
Q1 		$16K Buy
+234
New +$17.3K ﹤0.01% 169

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 $3.37T AUM 44.26% 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

Altshuler Shaham's D Position: Q2 2026 in Review

Altshuler Shaham increased its Dominion Energy (D) stake by 67% in Q2 2026, buying an estimated $1.3M and bringing the position to 50,022 shares worth $3.42M. The position accounts for 0.04% of the portfolio, ranked #82.

Altshuler Shaham first reported a position in D in Q1 2018 and has held it in 18 quarters since. 1,552 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Altshuler Shaham held 50,022 shares of Dominion Energy worth $3.42M as of Q2 2026.
  • Altshuler Shaham bought 20,011 Dominion Energy shares in Q2 2026, an estimated $1.3M.
  • Dominion Energy made up 0.04% of Altshuler Shaham's portfolio in Q2 2026, its #82 holding.
  • Altshuler Shaham first reported a position in Dominion Energy in Q1 2018 and has held it in 18 quarters since.
  • 1,552 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Altshuler Shaham's 13F filing for Q2 2026, filed 12 Aug 2026.