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 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

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

Athena Investment Management's D Position: Q1 2026 in Review

Athena Investment Management held its Dominion Energy (D) position steady in Q1 2026 at 3,980 shares worth $246K. The position accounts for 0.13% of the portfolio, ranked #138.

Athena Investment Management first reported a position in D in Q1 2022 and has held it in 13 quarters since. The position peaked at $362K in Q2 2022. 1,476 funds tracked by Wall St. Rank hold D as of Q1 2026.

Athena Investment Management held 3,980 shares of Dominion Energy worth $246K as of Q1 2026.
Athena Investment Management left its Dominion Energy share count unchanged in Q1 2026.
Dominion Energy made up 0.13% of Athena Investment Management's portfolio in Q1 2026, its #138 holding.
Athena Investment Management first reported a position in Dominion Energy in Q1 2022 and has held it in 13 quarters since.
Athena Investment Management's Dominion Energy position peaked at $362K in Q2 2022.
1,476 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Athena Investment Management's 13F filing for Q1 2026, filed 12 May 2026.