AWM
D icon

Aprio Wealth Management’s Dominion Energy D Stock Holding History

Aprio 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 		$396K Sell
6,406
-104
-2% -$6.42K 0.02% 420
2025
Q4 		$381K Buy
6,510
+604
+10% +$36.4K 0.02% 370
2025
Q3 		$361K Buy
+5,906
New +$351K 0.04% 285

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

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

Aprio Wealth Management reduced its Dominion Energy (D) stake by 1.6% in Q1 2026, selling an estimated $6.42K and leaving 6,406 shares worth $396K. The position accounts for 0.02% of the portfolio, ranked #420.

Aprio Wealth Management first reported a position in D in Q3 2025 and has held it in 3 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Aprio Wealth Management held 6,406 shares of Dominion Energy worth $396K as of Q1 2026.
  • Aprio Wealth Management sold 104 Dominion Energy shares in Q1 2026, an estimated $6.42K.
  • Dominion Energy made up 0.02% of Aprio Wealth Management's portfolio in Q1 2026, its #420 holding.
  • Aprio Wealth Management first reported a position in Dominion Energy in Q3 2025 and has held it in 3 quarters since.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.