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Atria Investments’s Dominion Energy D Stock Holding History

Atria Investments’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 		$4.28M Buy
69,282
+1,540
+2% +$95.1K 0.05% 417
2025
Q4 		$3.97M Buy
67,742
+5,233
+8% +$315K 0.05% 454
2025
Q3 		$3.82M Sell
62,509
-7,982
-11% -$475K 0.04% 475
2025
Q2 		$3.98M Buy
70,491
+22,989
+48% +$1.26M 0.05% 455
2025
Q1 		$2.66M Buy
47,502
+2,415
+5% +$133K 0.03% 594
2024
Q4 		$2.43M Sell
45,087
-10,282
-19% -$587K 0.03% 604
2024
Q3 		$3.2M Sell
55,369
-26,915
-33% -$1.47M 0.04% 503
2024
Q2 		$4.03M Sell
82,284
-28,433
-26% -$1.45M 0.05% 408
2024
Q1 		$5.45M Buy
110,717
+16,160
+17% +$755K 0.08% 316
2023
Q4 		$4.44M Sell
94,557
-5,249
-5% -$234K 0.07% 329
2023
Q3 		$4.46M Sell
99,806
-5,086
-5% -$253K 0.08% 313
2023
Q2 		$5.43M Buy
104,892
+7,395
+8% +$402K 0.1% 240
2023
Q1 		$5.45M Buy
97,497
+4,979
+5% +$291K 0.1% 237
2022
Q4 		$5.67M Sell
92,518
-22,860
-20% -$1.44M 0.12% 222
2022
Q3 		$7.97M Buy
115,378
+9,200
+9% +$743K 0.18% 140
2022
Q2 		$8.47M Buy
106,178
+5,400
+5% +$446K 0.18% 136
2022
Q1 		$8.56M Buy
100,778
+15,179
+18% +$1.22M 0.15% 165
2021
Q4 		$6.72M Buy
85,599
+2,095
+3% +$158K 0.12% 205
2021
Q3 		$6.1M Buy
83,504
+6,454
+8% +$492K 0.11% 209
2021
Q2 		$5.67M Buy
77,050
+4,156
+6% +$321K 0.11% 212
2021
Q1 		$5.54M Buy
72,894
+16,068
+28% +$1.17M 0.12% 194
2020
Q4 		$4.27M Buy
56,826
+5,386
+10% +$428K 0.1% 223
2020
Q3 		$4.06M Sell
51,440
-6,876
-12% -$540K 0.12% 193
2020
Q2 		$4.73M Buy
58,316
+6,536
+13% +$524K 0.16% 150
2020
Q1 		$3.74M Sell
51,780
-54,728
-51% -$4.47M 0.29% 82
2019
Q4 		$8.82M Buy
106,508
+48,380
+83% +$3.95M 0.24% 94
2019
Q3 		$4.71M Buy
58,128
+2,636
+5% +$204K 0.17% 122
2019
Q2 		$4.2M Buy
55,492
+7,332
+15% +$559K 0.16% 126
2019
Q1 		$3.69M Buy
48,160
+11,089
+30% +$810K 0.16% 125
2018
Q4 		$2.65M Buy
37,071
+863
+2% +$63.1K 0.12% 143
2018
Q3 		$2.54M Buy
36,208
+2,933
+9% +$208K 0.1% 180
2018
Q2 		$2.27M Buy
33,275
+3,059
+10% +$199K 0.1% 207
2018
Q1 		$2.04M Buy
30,216
+2,337
+8% +$173K 0.1% 217
2017
Q4 		$2.26M Buy
27,879
+3,092
+12% +$250K 0.11% 199
2017
Q3 		$1.91M Buy
24,787
+1,762
+8% +$137K 0.1% 193
2017
Q2 		$1.76M Buy
23,025
+1,048
+5% +$82.4K 0.11% 197
2017
Q1 		$1.71M Buy
21,977
+4,668
+27% +$353K 0.11% 198
2016
Q4 		$1.33M Buy
17,309
+1,879
+12% +$138K 0.1% 204
2016
Q3 		$1.15M Buy
+15,430
New +$1.18M 0.11% 169

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

Atria Investments's D Position: Q1 2026 in Review

Atria Investments increased its Dominion Energy (D) stake by 2.3% in Q1 2026, buying an estimated $95.1K and bringing the position to 69,282 shares worth $4.28M. The position accounts for 0.05% of the portfolio, ranked #417.

Atria Investments first reported a position in D in Q3 2016 and has held it in 39 quarters since. The position peaked at $8.82M in Q4 2019. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Atria Investments held 69,282 shares of Dominion Energy worth $4.28M as of Q1 2026.
  • Atria Investments bought 1,540 Dominion Energy shares in Q1 2026, an estimated $95.1K.
  • Dominion Energy made up 0.05% of Atria Investments's portfolio in Q1 2026, its #417 holding.
  • Atria Investments first reported a position in Dominion Energy in Q3 2016 and has held it in 39 quarters since.
  • Atria Investments's Dominion Energy position peaked at $8.82M in Q4 2019.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.