AGWCA
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Annis Gardner Whiting Capital Advisors’s Dominion Energy D Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		$220K Buy
3,226
+121
+4% +$7.87K 0.03% 326
2026
Q1 		$192K Sell
3,105
-35
-1% -$2.16K 0.03% 315
2025
Q4 		$184K Sell
3,140
-313
-9% -$18.9K 0.03% 298
2025
Q3 		$211K Buy
3,453
+13
+0.4% +$773 0.04% 263
2025
Q2 		$194K Buy
3,440
+88
+3% +$4.82K 0.07% 213
2025
Q1 		$188K Buy
3,352
+228
+7% +$12.5K 0.08% 193
2024
Q4 		$168K Sell
3,124
-58
-2% -$3.31K 0.05% 219
2024
Q3 		$184K Sell
3,182
-13
-0.4% -$710 0.05% 216
2024
Q2 		$157K Buy
3,195
+13
+0.4% +$662 0.04% 241
2024
Q1 		$157K Buy
3,182
+2,970
+1,401% +$139K 0.06% 222
2023
Q4 		$9.96K Buy
212
+137
+183% +$6.12K ﹤0.01% 477
2023
Q3 		$3.35K Buy
+75
New +$3.72K ﹤0.01% 565

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

Annis Gardner Whiting Capital Advisors's D Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Dominion Energy (D) stake by 3.9% in Q2 2026, buying an estimated $7.87K and bringing the position to 3,226 shares worth $220K. The position accounts for 0.03% of the portfolio, ranked #326.

Annis Gardner Whiting Capital Advisors first reported a position in D in Q3 2023 and has held it in 12 quarters since. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors held 3,226 shares of Dominion Energy worth $220K as of Q2 2026.
  • Annis Gardner Whiting Capital Advisors bought 121 Dominion Energy shares in Q2 2026, an estimated $7.87K.
  • Dominion Energy made up 0.03% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #326 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Dominion Energy in Q3 2023 and has held it in 12 quarters since.
  • 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.