Ascent Wealth Partners’s Dominion Energy D Stock Holding History

Ascent Wealth Partners’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	$1.94M	Buy	31,404 +1,031	+3%	+$63.7K	0.23%	92
2025 Q4	$1.78M	Buy	30,373 +32	+0.1%	+$1.93K	0.2%	95
2025 Q3	$1.86M	Sell	30,341 -150	-0.5%	-$8.92K	0.22%	91
2025 Q2	$1.72M	Buy	30,491 +8,835	+41%	+$484K	0.21%	97
2025 Q1	$1.21M	Sell	21,656 -27	-0.1%	-$1.49K	0.16%	111
2024 Q4	$1.17M	Buy	21,683 +525	+2%	+$29.9K	0.16%	105
2024 Q3	$1.22M	Buy	+21,158	New	+$1.16M	0.17%	101
2017 Q2	–	Sell	-2,944	Closed	-$228K	–	122
2017 Q1	$228K	Hold	2,944	–	–	0.1%	112
2016 Q4	$225K	Hold	2,944	–	–	0.11%	110
2016 Q3	$219K	Hold	2,944	–	–	0.11%	110
2016 Q2	$229K	Hold	2,944	–	–	0.12%	104
2016 Q1	$221K	Buy	+2,944	New	+$208K	0.12%	102
2015 Q4	–	Sell	-2,944	Closed	-$207K	–	107
2015 Q3	$207K	Buy	+2,944	New	+$207K	0.12%	103
2015 Q2	–	Sell	-2,944	Closed	-$209K	–	117
2015 Q1	$209K	Sell	2,944 -189	-6%	-$14K	0.11%	112
2014 Q4	$241K	Buy	+3,133	New	+$227K	0.14%	104

Other funds holding D

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ascent Wealth Partners's D Position: Q1 2026 in Review

Ascent Wealth Partners increased its Dominion Energy (D) stake by 3.4% in Q1 2026, buying an estimated $63.7K and bringing the position to 31,404 shares worth $1.94M. The position accounts for 0.23% of the portfolio, ranked #92.

Ascent Wealth Partners first reported a position in D in Q4 2014 and has held it in 15 quarters since. 1,475 funds tracked by Wall St. Rank hold D as of Q1 2026.

Ascent Wealth Partners held 31,404 shares of Dominion Energy worth $1.94M as of Q1 2026.
Ascent Wealth Partners bought 1,031 Dominion Energy shares in Q1 2026, an estimated $63.7K.
Dominion Energy made up 0.23% of Ascent Wealth Partners's portfolio in Q1 2026, its #92 holding.
Ascent Wealth Partners first reported a position in Dominion Energy in Q4 2014 and has held it in 15 quarters since.
1,475 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Ascent Wealth Partners's 13F filing for Q1 2026, filed 6 May 2026.