AIM
D icon

Anchor Investment Management’s Dominion Energy D Stock Holding History

Anchor Investment 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 		$741K Buy
11,988
+775
+7% +$47.9K 0.06% 223
2025
Q4 		$657K Buy
11,213
+329
+3% +$19.8K 0.05% 241
2025
Q3 		$666K Buy
10,884
+2
+0% +$119 0.06% 238
2025
Q2 		$615K Sell
10,882
-324
-3% -$17.8K 0.05% 238
2025
Q1 		$628K Buy
11,206
+2
+0% +$110 0.06% 232
2024
Q4 		$603K Sell
11,204
-1,403
-11% -$80K 0.06% 233
2024
Q3 		$729K Sell
12,607
-6,870
-35% -$375K 0.07% 220
2024
Q2 		$954K Sell
19,477
-966
-5% -$49.2K 0.1% 181
2024
Q1 		$1.01M Sell
20,443
-1,733
-8% -$81K 0.11% 178
2023
Q4 		$1.04M Sell
22,176
-6,511
-23% -$291K 0.12% 167
2023
Q3 		$1.28M Sell
28,687
-10,807
-27% -$537K 0.17% 135
2023
Q2 		$2.05M Sell
39,494
-1,061
-3% -$57.7K 0.26% 105
2023
Q1 		$2.27M Sell
40,555
-3,136
-7% -$184K 0.31% 91
2022
Q4 		$2.68M Sell
43,691
-5,553
-11% -$349K 0.38% 71
2022
Q3 		$3.4M Sell
49,244
-2,882
-6% -$233K 0.53% 51
2022
Q2 		$4.16M Buy
52,126
+326
+0.6% +$26.9K 0.6% 45
2022
Q1 		$4.4M Sell
51,800
-369
-0.7% -$29.6K 0.56% 46
2021
Q4 		$4.1M Sell
52,169
-164
-0.3% -$12.3K 0.51% 56
2021
Q3 		$3.82M Sell
52,333
-2,920
-5% -$223K 0.53% 53
2021
Q2 		$4.06M Sell
55,253
-3,412
-6% -$263K 0.56% 50
2021
Q1 		$4.46M Sell
58,665
-1,068
-2% -$77.6K 0.68% 39
2020
Q4 		$4.49M Sell
59,733
-481
-0.8% -$38.2K 0.81% 30
2020
Q3 		$4.75M Buy
60,214
+1,017
+2% +$79.9K 0.96% 22
2020
Q2 		$4.81M Sell
59,197
-463
-0.8% -$37.1K 1.08% 16
2020
Q1 		$4.31M Sell
59,660
-56
-0.1% -$4.57K 1.11% 14
2019
Q4 		$4.95M Buy
59,716
+1,446
+2% +$118K 1.05% 15
2019
Q3 		$4.72M Buy
58,270
+488
+0.8% +$37.7K 1.09% 15
2019
Q2 		$4.47M Buy
57,782
+1,663
+3% +$127K 1.06% 15
2019
Q1 		$4.3M Buy
56,119
+20,005
+55% +$1.46M 1.07% 16
2018
Q4 		$2.58M Buy
36,114
+1,082
+3% +$79.1K 0.73% 31
2018
Q3 		$2.46M Buy
35,032
+3,345
+11% +$237K 0.56% 44
2018
Q2 		$2.16M Buy
31,687
+12,436
+65% +$810K 0.53% 49
2018
Q1 		$1.3M Buy
19,251
+5,731
+42% +$423K 0.34% 82
2017
Q4 		$1.1M Buy
13,520
+1,953
+17% +$158K 0.29% 97
2017
Q3 		$890K Buy
11,567
+593
+5% +$46.1K 0.26% 100
2017
Q2 		$841K Buy
10,974
+827
+8% +$65K 0.28% 93
2017
Q1 		$787K Buy
10,147
+363
+4% +$27.5K 0.27% 93
2016
Q4 		$749K Sell
9,784
-600
-6% -$44.2K 0.28% 95
2016
Q3 		$771K Buy
10,384
+294
+3% +$22.4K 0.3% 91
2016
Q2 		$786K Buy
10,090
+509
+5% +$36.9K 0.31% 85
2016
Q1 		$720K Buy
+9,581
New +$678K 0.29% 91

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

Anchor Investment Management's D Position: Q1 2026 in Review

Anchor Investment Management increased its Dominion Energy (D) stake by 6.9% in Q1 2026, buying an estimated $47.9K and bringing the position to 11,988 shares worth $741K. The position accounts for 0.06% of the portfolio, ranked #223.

Anchor Investment Management first reported a position in D in Q1 2016 and has held it in 41 quarters since. The position peaked at $4.95M in Q4 2019. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Anchor Investment Management held 11,988 shares of Dominion Energy worth $741K as of Q1 2026.
  • Anchor Investment Management bought 775 Dominion Energy shares in Q1 2026, an estimated $47.9K.
  • Dominion Energy made up 0.06% of Anchor Investment Management's portfolio in Q1 2026, its #223 holding.
  • Anchor Investment Management first reported a position in Dominion Energy in Q1 2016 and has held it in 41 quarters since.
  • Anchor Investment Management's Dominion Energy position peaked at $4.95M in Q4 2019.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.