Athena Investment Management’s Dominion Energy D Stock Holding History

Athena Investment Management’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 Q2	$236K	Sell	3,457 -523	-13%	-$34K	0.14%	122
2026 Q1	$246K	Hold	3,980	–	–	0.13%	138
2025 Q4	$233K	Hold	3,980	–	–	0.12%	142
2025 Q3	$243K	Sell	3,980 -8	-0.2%	-$476	0.13%	139
2025 Q2	$225K	Buy	+3,988	New	+$219K	0.13%	139
2024 Q4	–	Sell	-4,288	Closed	-$248K	–	155
2024 Q3	$248K	Sell	4,288 -138	-3%	-$7.54K	0.14%	133
2024 Q2	$217K	Sell	4,426 -49	-1%	-$2.5K	0.13%	140
2024 Q1	$220K	Buy	+4,475	New	+$209K	0.13%	138
2023 Q3	–	Sell	-4,473	Closed	-$232K	–	137
2023 Q2	$232K	Sell	4,473 -40	-0.9%	-$2.17K	0.16%	127
2023 Q1	$252K	Buy	4,513 +191	+4%	+$11.2K	0.18%	120
2022 Q4	$265K	Sell	4,322 -213	-5%	-$13.4K	0.19%	117
2022 Q3	$313K	Hold	4,535	–	–	0.26%	92
2022 Q2	$362K	Buy	4,535 +378	+9%	+$31.2K	0.29%	85
2022 Q1	$350K	Buy	+4,157	New	+$334K	0.27%	81

Other funds holding D

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Athena Investment Management's D Position: Q2 2026 in Review

Athena Investment Management reduced its Dominion Energy (D) stake by 13% in Q2 2026, selling an estimated $34K and leaving 3,457 shares worth $236K. The position accounts for 0.14% of the portfolio, ranked #122.

Athena Investment Management first reported a position in D in Q1 2022 and has held it in 14 quarters since. The position peaked at $362K in Q2 2022. 1,552 funds tracked by Wall St. Rank hold D as of Q2 2026.

Athena Investment Management held 3,457 shares of Dominion Energy worth $236K as of Q2 2026.
Athena Investment Management sold 523 Dominion Energy shares in Q2 2026, an estimated $34K.
Dominion Energy made up 0.14% of Athena Investment Management's portfolio in Q2 2026, its #122 holding.
Athena Investment Management first reported a position in Dominion Energy in Q1 2022 and has held it in 14 quarters since.
Athena Investment Management's Dominion Energy position peaked at $362K in Q2 2022.
1,552 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Athena Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.