Capital Asset Advisory Services’s Dominion Energy D Stock Holding History

Capital Asset Advisory Services’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	$564K	Sell	9,064 -784	-8%	-$48.4K	0.02%	176
2025 Q4	$578K	Sell	9,848 -818	-8%	-$49.3K	0.02%	163
2025 Q3	$652K	Sell	10,666 -11	-0.1%	-$654	0.03%	155
2025 Q2	$616K	Buy	10,677 +9	+0.1%	+$493	0.03%	156
2025 Q1	$600K	Buy	10,668 +948	+10%	+$52.1K	0.03%	158
2024 Q4	$532K	Buy	9,720 +393	+4%	+$22.4K	0.03%	178
2024 Q3	$530K	Buy	9,327 +2,274	+32%	+$124K	0.03%	178
2024 Q2	$349K	Sell	7,053 -2,132	-23%	-$109K	0.02%	228
2024 Q1	$446K	Sell	9,185 -331	-3%	-$15.5K	0.03%	195
2023 Q4	$447K	Sell	9,516 -2,972	-24%	-$133K	0.03%	201
2023 Q3	$536K	Buy	12,488 +298	+2%	+$14.8K	0.04%	183
2023 Q2	$642K	Buy	12,190 +171	+1%	+$9.3K	0.04%	178
2023 Q1	$672K	Sell	12,019 -5	-0%	-$293	0.05%	164
2022 Q4	$737K	Buy	12,024 +1	+0%	+$63	0.06%	158
2022 Q3	$831K	Buy	12,023 +2,209	+23%	+$178K	0.11%	106
2022 Q2	$783K	Buy	9,814 +3,298	+51%	+$272K	0.09%	168
2022 Q1	$554K	Sell	6,516 -919	-12%	-$73.8K	0.06%	235
2021 Q4	$584K	Sell	7,435 -25	-0.3%	-$1.88K	0.06%	224
2021 Q3	$545K	Buy	7,460 +1,138	+18%	+$86.8K	0.06%	242
2021 Q2	$465K	Sell	6,322 -442	-7%	-$34.1K	0.05%	273
2021 Q1	$514K	Buy	6,764 +2,002	+42%	+$145K	0.08%	242
2020 Q4	$358K	Sell	4,762 -6,981	-59%	-$555K	0.06%	253
2020 Q3	$926K	Sell	11,743 -64	-0.5%	-$5.03K	0.19%	91
2020 Q2	$928K	Buy	11,807 +7,389	+167%	+$593K	0.2%	96
2020 Q1	$349K	Sell	4,418 -480	-10%	-$39.2K	0.09%	186
2019 Q4	$417K	Buy	+4,898	New	+$400K	0.1%	201

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

Capital Asset Advisory Services's D Position: Q1 2026 in Review

Capital Asset Advisory Services reduced its Dominion Energy (D) stake by 8% in Q1 2026, selling an estimated $48.4K and leaving 9,064 shares worth $564K. The position accounts for 0.02% of the portfolio, ranked #176.

Capital Asset Advisory Services first reported a position in D in Q4 2019 and has held it in 26 quarters since. The position peaked at $928K in Q2 2020. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

Capital Asset Advisory Services held 9,064 shares of Dominion Energy worth $564K as of Q1 2026.
Capital Asset Advisory Services sold 784 Dominion Energy shares in Q1 2026, an estimated $48.4K.
Dominion Energy made up 0.02% of Capital Asset Advisory Services's portfolio in Q1 2026, its #176 holding.
Capital Asset Advisory Services first reported a position in Dominion Energy in Q4 2019 and has held it in 26 quarters since.
Capital Asset Advisory Services's Dominion Energy position peaked at $928K in Q2 2020.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Capital Asset Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.