ACA
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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
2020
Q1 		– Sell
-36,000
Closed -$2.98M – 431
2019
Q4 		$2.98M Buy
36,000
+6,500
+22% +$531K 0.21% 96
2019
Q3 		$2.39M Buy
+29,500
New +$2.28M 0.13% 104

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

Aptus Capital Advisors's D Position: Q2 2026 in Review

Aptus Capital Advisors increased its Dominion Energy (D) stake by 0.33% in Q2 2026, buying an estimated $3.06K and bringing the position to 14,263 shares worth $974K. The position accounts for 0.01% of the portfolio, ranked #626.

Aptus Capital Advisors first reported a position in D in Q1 2019 and has held it in 18 quarters since. The position peaked at $3.16M in Q4 2019. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Aptus Capital Advisors held 14,263 shares of Dominion Energy worth $974K as of Q2 2026.
  • Aptus Capital Advisors bought 47 Dominion Energy shares in Q2 2026, an estimated $3.06K.
  • Dominion Energy made up 0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #626 holding.
  • Aptus Capital Advisors first reported a position in Dominion Energy in Q1 2019 and has held it in 18 quarters since.
  • Aptus Capital Advisors's Dominion Energy position peaked at $3.16M in Q4 2019.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.