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Atlantic Private Wealth’s Dominion Energy D Stock Holding History

Atlantic Private Wealth’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 		$168K Buy
2,713
+1,913
+239% +$118K 0.11% 67
2025
Q4 		$46.9K Hold
800
– – 0.03% 120
2025
Q3 		$48.9K Hold
800
– – 0.03% 105
2025
Q2 		$45.2K Hold
800
– – 0.03% 108
2025
Q1 		$44.9K Buy
800
+500
+167% +$27.5K 0.03% 117
2024
Q4 		$16.2K Hold
300
– – 0.01% 152
2024
Q3 		$17.3K Buy
+300
New +$16.4K 0.01% 141

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

Atlantic Private Wealth's D Position: Q1 2026 in Review

Atlantic Private Wealth increased its Dominion Energy (D) stake by 239% in Q1 2026, buying an estimated $118K and bringing the position to 2,713 shares worth $168K. The position accounts for 0.11% of the portfolio, ranked #67.

Atlantic Private Wealth first reported a position in D in Q3 2024 and has held it in 7 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Atlantic Private Wealth held 2,713 shares of Dominion Energy worth $168K as of Q1 2026.
  • Atlantic Private Wealth bought 1,913 Dominion Energy shares in Q1 2026, an estimated $118K.
  • Dominion Energy made up 0.11% of Atlantic Private Wealth's portfolio in Q1 2026, its #67 holding.
  • Atlantic Private Wealth first reported a position in Dominion Energy in Q3 2024 and has held it in 7 quarters since.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.