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Atomi Financial Group’s Dominion Energy D Stock Holding History

Atomi Financial Group’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 		$995K Buy
14,575
+3,054
+27% +$199K 0.03% 474
2026
Q1 		$712K Sell
11,521
-189
-2% -$11.7K 0.02% 556
2025
Q4 		$686K Buy
11,710
+245
+2% +$14.8K 0.02% 554
2025
Q3 		$701K Buy
11,465
+2,341
+26% +$139K 0.02% 502
2025
Q2 		$516K Buy
9,124
+89
+1% +$4.88K 0.02% 578
2025
Q1 		$507K Buy
9,035
+95
+1% +$5.22K 0.02% 534
2024
Q4 		$482K Sell
8,940
-710
-7% -$40.5K 0.02% 498
2024
Q3 		$558K Buy
9,650
+1,050
+12% +$57.4K 0.03% 417
2024
Q2 		$421K Buy
8,600
+2,547
+42% +$130K 0.03% 445
2024
Q1 		$298K Buy
6,053
+1,445
+31% +$67.5K 0.03% 542
2023
Q4 		$217K Buy
+4,608
New +$206K 0.03% 522

Other funds holding D

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

Atomi Financial Group's D Position: Q2 2026 in Review

Atomi Financial Group increased its Dominion Energy (D) stake by 27% in Q2 2026, buying an estimated $199K and bringing the position to 14,575 shares worth $995K. The position accounts for 0.03% of the portfolio, ranked #474.

Atomi Financial Group first reported a position in D in Q4 2023 and has held it in 11 quarters since. 1,552 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Atomi Financial Group held 14,575 shares of Dominion Energy worth $995K as of Q2 2026.
  • Atomi Financial Group bought 3,054 Dominion Energy shares in Q2 2026, an estimated $199K.
  • Dominion Energy made up 0.03% of Atomi Financial Group's portfolio in Q2 2026, its #474 holding.
  • Atomi Financial Group first reported a position in Dominion Energy in Q4 2023 and has held it in 11 quarters since.
  • 1,552 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.