Atlas Capital Advisors’s Dominion Energy D Stock Holding History

Atlas Capital 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	$139K	Buy	2,038 +1,076	+112%	+$70K	0.02%	546
2026 Q1	$59.5K	Buy	962 +920	+2,190%	+$56.8K	0.01%	616
2025 Q4	$2.46K	Buy	+42	New	+$2.53K	﹤0.01%	840
2025 Q2	$2.37K	Hold	42	–	–	﹤0.01%	857
2025 Q1	$2.35K	Hold	42	–	–	﹤0.01%	901
2024 Q4	$2.26K	Buy	42 +14	+50%	+$799	﹤0.01%	867
2024 Q3	$1.62K	Hold	28	–	–	﹤0.01%	831
2024 Q2	$1.37K	Hold	28	–	–	﹤0.01%	838
2024 Q1	$1.38K	Hold	28	–	–	﹤0.01%	821
2023 Q4	$1.32K	Hold	28	–	–	﹤0.01%	841
2023 Q3	$1.25K	Hold	28	–	–	﹤0.01%	820
2023 Q2	$1.45K	Hold	28	–	–	﹤0.01%	834
2023 Q1	$1.56K	Hold	28	–	–	﹤0.01%	844
2022 Q4	$1.72K	Hold	28	–	–	﹤0.01%	839
2022 Q3	$1.94K	Hold	28	–	–	﹤0.01%	835
2022 Q2	$2.23K	Hold	28	–	–	﹤0.01%	905
2022 Q1	$2.38K	Hold	28	–	–	﹤0.01%	836
2021 Q4	$2.2K	Hold	28	–	–	﹤0.01%	843
2021 Q3	$2.04K	Hold	28	–	–	﹤0.01%	862
2021 Q2	$2.06K	Buy	+28	New	+$2.16K	﹤0.01%	876
2019 Q3	–	Sell	-88	Closed	-$6.8K	–	652
2019 Q2	$6.8K	Sell	88 -216	-71%	-$16.5K	﹤0.01%	611
2019 Q1	$23.3K	Buy	+304	New	+$22.2K	0.01%	471
2018 Q2	–	Sell	-139	Closed	-$9.37K	–	524
2018 Q1	$9.37K	Buy	+139	New	+$10.3K	﹤0.01%	484

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

Atlas Capital Advisors's D Position: Q2 2026 in Review

Atlas Capital Advisors increased its Dominion Energy (D) stake by 112% in Q2 2026, buying an estimated $70K and bringing the position to 2,038 shares worth $139K. The position accounts for 0.02% of the portfolio, ranked #546.

Atlas Capital Advisors first reported a position in D in Q1 2018 and has held it in 23 quarters since. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

Atlas Capital Advisors held 2,038 shares of Dominion Energy worth $139K as of Q2 2026.
Atlas Capital Advisors bought 1,076 Dominion Energy shares in Q2 2026, an estimated $70K.
Dominion Energy made up 0.02% of Atlas Capital Advisors's portfolio in Q2 2026, its #546 holding.
Atlas Capital Advisors first reported a position in Dominion Energy in Q1 2018 and has held it in 23 quarters since.
1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.