ACP
D icon

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
Q2 		$374K Sell
5,477
-58
-1% -$3.77K 0.04% 297
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

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

Aviance Capital Partners's D Position: Q2 2026 in Review

Aviance Capital Partners reduced its Dominion Energy (D) stake by 1% in Q2 2026, selling an estimated $3.77K and leaving 5,477 shares worth $374K. The position accounts for 0.04% of the portfolio, ranked #297.

Aviance Capital Partners first reported a position in D in Q4 2024 and has held it in 7 quarters since. The position peaked at $389K in Q3 2025. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Aviance Capital Partners held 5,477 shares of Dominion Energy worth $374K as of Q2 2026.
  • Aviance Capital Partners sold 58 Dominion Energy shares in Q2 2026, an estimated $3.77K.
  • Dominion Energy made up 0.04% of Aviance Capital Partners's portfolio in Q2 2026, its #297 holding.
  • Aviance Capital Partners first reported a position in Dominion Energy in Q4 2024 and has held it in 7 quarters since.
  • Aviance Capital Partners's Dominion Energy position peaked at $389K in Q3 2025.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.