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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
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 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. 1,474 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.
  • 1,474 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.