AG
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Ascent Group’s Dominion Energy D Stock Holding History

Ascent Group’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 		$2.95M Buy
47,714
+1,550
+3% +$95.7K 0.1% 188
2025
Q4 		$2.7M Buy
46,164
+6,788
+17% +$409K 0.09% 205
2025
Q3 		$2.41M Buy
39,376
+4,092
+12% +$243K 0.09% 217
2025
Q2 		$1.99M Buy
35,284
+1,364
+4% +$74.7K 0.08% 216
2025
Q1 		$1.9M Buy
33,920
+3,157
+10% +$174K 0.08% 237
2024
Q4 		$1.66M Sell
30,763
-4,419
-13% -$252K 0.12% 200
2024
Q3 		$2.03M Sell
35,182
-1,211
-3% -$66.2K 0.15% 172
2024
Q2 		$1.78M Sell
36,393
-2,904
-7% -$148K 0.15% 191
2024
Q1 		$1.93M Sell
39,297
-3
-0% -$140 0.17% 181
2023
Q4 		$1.78M Sell
39,300
-1,246
-3% -$55.6K 0.17% 170
2023
Q3 		$1.82M Sell
40,546
-2,463
-6% -$122K 0.2% 150
2023
Q2 		$2.12M Buy
43,009
+6,052
+16% +$329K 0.23% 132
2023
Q1 		$2.07M Buy
36,957
+2,522
+7% +$148K 0.22% 135
2022
Q4 		$2.11M Sell
34,435
-1,475
-4% -$92.6K 0.25% 122
2022
Q3 		$2.51M Buy
35,910
+3,393
+10% +$274K 0.31% 91
2022
Q2 		$2.67M Buy
32,517
+3,385
+12% +$280K 0.32% 89
2022
Q1 		$2.48M Buy
29,132
+559
+2% +$44.9K 0.29% 121
2021
Q4 		$2.27M Buy
+28,573
New +$2.15M 0.29% 123

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

Ascent Group's D Position: Q1 2026 in Review

Ascent Group increased its Dominion Energy (D) stake by 3.4% in Q1 2026, buying an estimated $95.7K and bringing the position to 47,714 shares worth $2.95M. The position accounts for 0.1% of the portfolio, ranked #188.

Ascent Group first reported a position in D in Q4 2021 and has held it in 18 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Ascent Group held 47,714 shares of Dominion Energy worth $2.95M as of Q1 2026.
  • Ascent Group bought 1,550 Dominion Energy shares in Q1 2026, an estimated $95.7K.
  • Dominion Energy made up 0.1% of Ascent Group's portfolio in Q1 2026, its #188 holding.
  • Ascent Group first reported a position in Dominion Energy in Q4 2021 and has held it in 18 quarters since.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.