AT
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Avalon Trust’s Dominion Energy D Stock Holding History

Avalon Trust’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 		$129K Buy
2,080
+450
+28% +$27.8K 0.01% 188
2025
Q4 		$95.5K Sell
1,630
-216
-12% -$13K 0.01% 210
2025
Q3 		$113K Buy
1,846
+6
+0.3% +$357 0.01% 218
2025
Q2 		$104K Sell
1,840
-47
-2% -$2.58K 0.01% 192
2025
Q1 		$106K Buy
1,887
+1,547
+455% +$85.1K 0.01% 179
2024
Q4 		$18.3K Hold
340
– – ﹤0.01% 292
2024
Q3 		$19.6K Sell
340
-250
-42% -$13.7K ﹤0.01% 263
2024
Q2 		$28.9K Hold
590
– – ﹤0.01% 245
2024
Q1 		$29K Hold
590
– – ﹤0.01% 248
2023
Q4 		$27.7K Hold
590
– – ﹤0.01% 246
2023
Q3 		$26.3K Hold
590
– – ﹤0.01% 216
2023
Q2 		$30.5K Sell
590
-1,200
-67% -$65.2K ﹤0.01% 228
2023
Q1 		$100K Buy
+1,790
New +$105K 0.01% 155

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

Avalon Trust's D Position: Q1 2026 in Review

Avalon Trust increased its Dominion Energy (D) stake by 28% in Q1 2026, buying an estimated $27.8K and bringing the position to 2,080 shares worth $129K. The position accounts for 0.01% of the portfolio, ranked #188.

Avalon Trust first reported a position in D in Q1 2023 and has held it in 13 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Avalon Trust held 2,080 shares of Dominion Energy worth $129K as of Q1 2026.
  • Avalon Trust bought 450 Dominion Energy shares in Q1 2026, an estimated $27.8K.
  • Dominion Energy made up 0.01% of Avalon Trust's portfolio in Q1 2026, its #188 holding.
  • Avalon Trust first reported a position in Dominion Energy in Q1 2023 and has held it in 13 quarters since.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.