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Aviance Capital Partners’s Dominion Energy D Stock Holding History

Aviance Capital Partners’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 		$342K Sell
5,535
-155
-3% -$9.57K 0.04% 294
2025
Q4 		$333K Sell
5,690
-677
-11% -$40.8K 0.04% 291
2025
Q3 		$389K Buy
6,367
+499
+9% +$29.7K 0.05% 268
2025
Q2 		$332K Buy
5,868
+231
+4% +$12.7K 0.04% 272
2025
Q1 		$316K Buy
5,637
+926
+20% +$50.9K 0.04% 267
2024
Q4 		$254K Buy
+4,711
New +$269K 0.04% 283

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

Aviance Capital Partners's D Position: Q1 2026 in Review

Aviance Capital Partners reduced its Dominion Energy (D) stake by 2.7% in Q1 2026, selling an estimated $9.57K and leaving 5,535 shares worth $342K. The position accounts for 0.04% of the portfolio, ranked #294.

Aviance Capital Partners first reported a position in D in Q4 2024 and has held it in 6 quarters since. The position peaked at $389K in Q3 2025. 1,475 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Aviance Capital Partners held 5,535 shares of Dominion Energy worth $342K as of Q1 2026.
  • Aviance Capital Partners sold 155 Dominion Energy shares in Q1 2026, an estimated $9.57K.
  • Dominion Energy made up 0.04% of Aviance Capital Partners's portfolio in Q1 2026, its #294 holding.
  • Aviance Capital Partners first reported a position in Dominion Energy in Q4 2024 and has held it in 6 quarters since.
  • Aviance Capital Partners's Dominion Energy position peaked at $389K in Q3 2025.
  • 1,475 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.