ACGA
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Atlanta Consulting Group Advisors’s Dominion Energy D Stock Holding History

Atlanta Consulting Group Advisors’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 		$226K Buy
+3,312
New +$215K 0.04% 172
2024
Q4 		– Sell
-11,777
Closed -$681K – 149
2024
Q3 		$681K Buy
+11,777
New +$643K 0.17% 108

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Atlanta Consulting Group Advisors's D Position: Q2 2026 in Review

Atlanta Consulting Group Advisors opened a new position in Dominion Energy (D) in Q2 2026: 3,312 shares worth $226K. The stake represents 0.04% of the portfolio and ranks #172 among its holdings. This is a return to the name: Atlanta Consulting Group Advisors previously reported a position in D as recently as Q3 2024.

Atlanta Consulting Group Advisors first reported a position in D in Q3 2024 and has held it in 2 quarters since. The position peaked at $681K in Q3 2024. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Atlanta Consulting Group Advisors held 3,312 shares of Dominion Energy worth $226K as of Q2 2026.
  • Dominion Energy was a new Atlanta Consulting Group Advisors position in Q2 2026.
  • Dominion Energy made up 0.04% of Atlanta Consulting Group Advisors's portfolio in Q2 2026, its #172 holding.
  • Atlanta Consulting Group Advisors first reported a position in Dominion Energy in Q3 2024 and has held it in 2 quarters since.
  • Atlanta Consulting Group Advisors's Dominion Energy position peaked at $681K in Q3 2024.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Atlanta Consulting Group Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.