AWM
D icon

Apollon Wealth Management’s Dominion Energy D Stock Holding History

Apollon Wealth 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 		$2.12M Buy
34,322
+765
+2% +$47.3K 0.03% 366
2025
Q4 		$1.97M Buy
33,557
+3,255
+11% +$196K 0.03% 373
2025
Q3 		$1.85M Sell
30,302
-637
-2% -$37.9K 0.03% 397
2025
Q2 		$1.75M Buy
30,939
+1,347
+5% +$73.8K 0.03% 387
2025
Q1 		$1.66M Buy
29,592
+5,388
+22% +$296K 0.04% 366
2024
Q4 		$1.3M Buy
24,204
+3,809
+19% +$217K 0.03% 431
2024
Q3 		$1.18M Sell
20,395
-1,669
-8% -$91.2K 0.03% 435
2024
Q2 		$1.08M Buy
22,064
+7,286
+49% +$371K 0.03% 439
2024
Q1 		$727K Sell
14,778
-21,594
-59% -$1.01M 0.02% 562
2023
Q4 		$1.71M Buy
36,372
+3,679
+11% +$164K 0.06% 303
2023
Q3 		$1.46M Buy
32,693
+1,589
+5% +$78.9K 0.07% 266
2023
Q2 		$1.61M Buy
31,104
+18,708
+151% +$1.02M 0.08% 263
2023
Q1 		$693K Buy
12,396
+90
+0.7% +$5.27K 0.04% 433
2022
Q4 		$755K Sell
12,306
-1,271
-9% -$79.8K 0.05% 381
2022
Q3 		$938K Buy
13,577
+239
+2% +$19.3K 0.08% 267
2022
Q2 		$1.06M Buy
13,338
+653
+5% +$53.9K 0.09% 242
2022
Q1 		$1.08M Buy
12,685
+1,835
+17% +$147K 0.08% 265
2021
Q4 		$852K Buy
10,850
+5,769
+114% +$434K 0.06% 324
2021
Q3 		$371K Buy
5,081
+1,994
+65% +$152K 0.05% 309
2021
Q2 		$227K Sell
3,087
-62
-2% -$4.79K 0.04% 333
2021
Q1 		$239K Buy
+3,149
New +$229K 0.05% 307
2020
Q3 		– Sell
-1,197
Closed -$97K – 274
2020
Q2 		$97K Buy
+1,197
New +$96K 0.05% 175

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

Apollon Wealth Management's D Position: Q1 2026 in Review

Apollon Wealth Management increased its Dominion Energy (D) stake by 2.3% in Q1 2026, buying an estimated $47.3K and bringing the position to 34,322 shares worth $2.12M. The position accounts for 0.03% of the portfolio, ranked #366.

Apollon Wealth Management first reported a position in D in Q2 2020 and has held it in 22 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Apollon Wealth Management held 34,322 shares of Dominion Energy worth $2.12M as of Q1 2026.
  • Apollon Wealth Management bought 765 Dominion Energy shares in Q1 2026, an estimated $47.3K.
  • Dominion Energy made up 0.03% of Apollon Wealth Management's portfolio in Q1 2026, its #366 holding.
  • Apollon Wealth Management first reported a position in Dominion Energy in Q2 2020 and has held it in 22 quarters since.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.