Belpointe Asset Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.63M | Buy |
26,365
+5,056
| +24% | +$312K | 0.06% | 296 |
|
|
2025
Q4 | $1.25M | Buy |
21,309
+6,001
| +39% | +$362K | 0.05% | 349 |
|
|
2025
Q3 | $936K | Sell |
15,308
-272
| -2% | -$16.2K | 0.04% | 431 |
|
|
2025
Q2 | $881K | Sell |
15,580
-125
| -0.8% | -$6.85K | 0.04% | 399 |
|
|
2025
Q1 | $881K | Buy |
15,705
+6,079
| +63% | +$334K | 0.05% | 369 |
|
|
2024
Q4 | $538K | Sell |
9,626
-18
| -0.2% | -$1.03K | 0.03% | 491 |
|
|
2024
Q3 | $557K | Sell |
9,644
-79
| -0.8% | -$4.32K | 0.03% | 477 |
|
|
2024
Q2 | $476K | Buy |
9,723
+464
| +5% | +$23.6K | 0.03% | 473 |
|
|
2024
Q1 | $455K | Sell |
9,259
-19
| -0.2% | -$888 | 0.03% | 457 |
|
|
2023
Q4 | $436K | Buy |
9,278
+3,077
| +50% | +$137K | 0.04% | 404 |
|
|
2023
Q3 | $277K | Sell |
6,201
-5,681
| -48% | -$282K | 0.03% | 501 |
|
|
2023
Q2 | $615K | Sell |
11,882
-1,809
| -13% | -$98.3K | 0.07% | 263 |
|
|
2023
Q1 | $765K | Sell |
13,691
-1,792
| -12% | -$105K | 0.04% | 408 |
|
|
2022
Q4 | $949K | Sell |
15,483
-3,161
| -17% | -$199K | 0.06% | 333 |
|
|
2022
Q3 | $1.29M | Buy |
18,644
+4,859
| +35% | +$392K | 0.09% | 243 |
|
|
2022
Q2 | $1.1M | Sell |
13,785
-2,257
| -14% | -$186K | 0.07% | 273 |
|
|
2022
Q1 | $1.36M | Sell |
16,042
-284
| -2% | -$22.8K | 0.08% | 258 |
|
|
2021
Q4 | $1.28M | Sell |
16,326
-681
| -4% | -$51.2K | 0.08% | 254 |
|
|
2021
Q3 | $1.24M | Sell |
17,007
-18,347
| -52% | -$1.4M | 0.08% | 253 |
|
|
2021
Q2 | $2.6M | Buy |
35,354
+23,122
| +189% | +$1.78M | 0.19% | 117 |
|
|
2021
Q1 | $930K | Sell |
12,232
-275
| -2% | -$20K | 0.08% | 263 |
|
|
2020
Q4 | $941K | Buy |
12,507
+2,335
| +23% | +$186K | 0.08% | 261 |
|
|
2020
Q3 | $803K | Sell |
10,172
-387
| -4% | -$30.4K | 0.09% | 244 |
|
|
2020
Q2 | $858K | Sell |
10,559
-2,009
| -16% | -$161K | 0.11% | 199 |
|
|
2020
Q1 | $907K | Buy |
12,568
+3,802
| +43% | +$310K | 0.16% | 143 |
|
|
2019
Q4 | $726K | Buy |
8,766
+6,158
| +236% | +$503K | 0.09% | 233 |
|
|
2019
Q3 | $211K | Sell |
2,608
-461
| -15% | -$35.7K | 0.03% | 462 |
|
|
2019
Q2 | $237K | Sell |
3,069
-1,178
| -28% | -$89.8K | 0.05% | 374 |
|
|
2019
Q1 | $325K | Buy |
+4,247
| New | +$310K | 0.06% | 231 |
|
|
2018
Q4 | – | Sell |
-2,289
| Closed | -$161K | – | 522 |
|
|
2018
Q3 | $161K | Buy |
+2,289
| New | +$162K | 0.03% | 510 |
|
|
2018
Q1 | – | Sell |
-3,842
| Closed | -$311K | – | 374 |
|
|
2017
Q4 | $311K | Buy |
3,842
+348
| +10% | +$28.2K | 0.07% | 329 |
|
|
2017
Q3 | $269K | Buy |
+3,494
| New | +$272K | 0.06% | 338 |
|
Other funds holding D
VCM
VPM
Belpointe Asset Management's D Position: Q1 2026 in Review
Belpointe Asset Management increased its Dominion Energy (D) stake by 24% in Q1 2026, buying an estimated $312K and bringing the position to 26,365 shares worth $1.63M. The position accounts for 0.06% of the portfolio, ranked #296.
Belpointe Asset Management first reported a position in D in Q3 2017 and has held it in 32 quarters since. The position peaked at $2.6M in Q2 2021. 1,476 funds tracked by Wall St. Rank hold D as of Q1 2026.
- Belpointe Asset Management held 26,365 shares of Dominion Energy worth $1.63M as of Q1 2026.
- Belpointe Asset Management bought 5,056 Dominion Energy shares in Q1 2026, an estimated $312K.
- Dominion Energy made up 0.06% of Belpointe Asset Management's portfolio in Q1 2026, its #296 holding.
- Belpointe Asset Management first reported a position in Dominion Energy in Q3 2017 and has held it in 32 quarters since.
- Belpointe Asset Management's Dominion Energy position peaked at $2.6M in Q2 2021.
- 1,476 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.
Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.