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Aptus Capital Advisors’s Dominion Energy D Stock Holding History

Aptus 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
Q1 		$879K Sell
14,216
-9,878
-41% -$610K 0.01% 604
2025
Q4 		$1.41M Buy
24,094
+2,259
+10% +$136K 0.01% 510
2025
Q3 		$1.34M Buy
21,835
+1,600
+8% +$95.1K 0.01% 499
2025
Q2 		$1.14M Buy
20,235
+842
+4% +$46.1K 0.01% 503
2025
Q1 		$1.09M Buy
19,393
+6,823
+54% +$375K 0.01% 493
2024
Q4 		$677K Buy
12,570
+3,251
+35% +$185K 0.01% 561
2024
Q3 		$539K Sell
9,319
-319
-3% -$17.4K 0.01% 519
2024
Q2 		$472K Buy
9,638
+1,595
+20% +$81.3K 0.01% 524
2024
Q1 		$396K Buy
8,043
+1,657
+26% +$77.4K 0.01% 564
2023
Q4 		$300K Sell
6,386
-10,405
-62% -$464K 0.01% 469
2023
Q3 		$750K Buy
16,791
+5,078
+43% +$252K 0.02% 326
2023
Q2 		$607K Sell
11,713
-805
-6% -$43.8K 0.01% 309
2023
Q1 		$700K Buy
+12,518
New +$733K 0.02% 292
2022
Q3 		– Sell
-2,547
Closed -$203K – 774
2022
Q2 		$203K Buy
+2,547
New +$210K 0.01% 371
2020
Q1 		– Sell
-38,101
Closed -$3.16M – 430
2019
Q4 		$3.16M Buy
38,101
+6,582
+21% +$538K 0.22% 84
2019
Q3 		$2.55M Buy
+31,519
New +$2.44M 0.14% 91
2019
Q2 		– Sell
-3,734
Closed -$286K – 340
2019
Q1 		$286K Buy
+3,734
New +$273K 0.05% 262

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

Aptus Capital Advisors's D Position: Q1 2026 in Review

Aptus Capital Advisors reduced its Dominion Energy (D) stake by 41% in Q1 2026, selling an estimated $610K and leaving 14,216 shares worth $879K. The position accounts for 0.01% of the portfolio, ranked #604.

Aptus Capital Advisors first reported a position in D in Q1 2019 and has held it in 17 quarters since. The position peaked at $3.16M in Q4 2019. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Aptus Capital Advisors held 14,216 shares of Dominion Energy worth $879K as of Q1 2026.
  • Aptus Capital Advisors sold 9,878 Dominion Energy shares in Q1 2026, an estimated $610K.
  • Dominion Energy made up 0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #604 holding.
  • Aptus Capital Advisors first reported a position in Dominion Energy in Q1 2019 and has held it in 17 quarters since.
  • Aptus Capital Advisors's Dominion Energy position peaked at $3.16M in Q4 2019.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.