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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
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

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

Altshuler Shaham's D Position: Q1 2026 in Review

Altshuler Shaham increased its Dominion Energy (D) stake by 14% in Q1 2026, buying an estimated $224K and bringing the position to 30,011 shares worth $1.86M. The position accounts for 0.03% of the portfolio, ranked #94.

Altshuler Shaham first reported a position in D in Q1 2018 and has held it in 17 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Altshuler Shaham held 30,011 shares of Dominion Energy worth $1.86M as of Q1 2026.
  • Altshuler Shaham bought 3,622 Dominion Energy shares in Q1 2026, an estimated $224K.
  • Dominion Energy made up 0.03% of Altshuler Shaham's portfolio in Q1 2026, its #94 holding.
  • Altshuler Shaham first reported a position in Dominion Energy in Q1 2018 and has held it in 17 quarters since.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Altshuler Shaham's 13F filing for Q1 2026, filed 18 May 2026.