Aventail Capital Group’s Dominion Energy D Stock Holding History

Aventail Capital 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 Q1	$5.13M	Buy	82,960 +7,596	+10%	+$469K	0.25%	113
2025 Q4	$4.42M	Sell	75,364 -15,903	-17%	-$958K	0.25%	79
2025 Q3	$5.58M	Hold	91,267	–	–	0.26%	88
2025 Q2	$5.16M	Buy	91,267 +2,109	+2%	+$116K	0.23%	77
2025 Q1	$5M	Buy	+89,158	New	+$4.9M	0.25%	80
2024 Q3	–	Sell	-442,143	Closed	-$21.7M	–	97
2024 Q2	$21.7M	Buy	442,143 +296,963	+205%	+$15.1M	1.51%	21
2024 Q1	$7.14M	Buy	+145,180	New	+$6.78M	0.55%	42
2023 Q1	–	Sell	-80,000	Closed	-$4.91M	–	52
2022 Q4	$4.91M	Buy	+80,000	New	+$5.02M	0.59%	28
2021 Q1	–	Sell	-175,000	Closed	-$13.2M	–	59
2020 Q4	$13.2M	Buy	+175,000	New	+$13.9M	6.85%	3

Other funds holding D

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aventail Capital Group's D Position: Q1 2026 in Review

Aventail Capital Group increased its Dominion Energy (D) stake by 10% in Q1 2026, buying an estimated $469K and bringing the position to 82,960 shares worth $5.13M. The position accounts for 0.25% of the portfolio, ranked #113.

Aventail Capital Group first reported a position in D in Q4 2020 and has held it in 9 quarters since. The position peaked at $21.7M in Q2 2024. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

Aventail Capital Group held 82,960 shares of Dominion Energy worth $5.13M as of Q1 2026.
Aventail Capital Group bought 7,596 Dominion Energy shares in Q1 2026, an estimated $469K.
Dominion Energy made up 0.25% of Aventail Capital Group's portfolio in Q1 2026, its #113 holding.
Aventail Capital Group first reported a position in Dominion Energy in Q4 2020 and has held it in 9 quarters since.
Aventail Capital Group's Dominion Energy position peaked at $21.7M in Q2 2024.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Aventail Capital Group's 13F filing for Q1 2026, filed 15 May 2026.