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

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.