Concord Asset Management (Virginia)’s Dominion Energy D Stock Holding History

Concord Asset Management (Virginia)’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	$1.47M	Buy	23,791 +2,528	+12%	+$156K	0.25%	82
2025 Q4	$1.25M	Buy	21,263 +277	+1%	+$16.7K	0.22%	91
2025 Q3	$1.28M	Buy	20,986 +541	+3%	+$32.2K	0.23%	85
2025 Q2	$1.16M	Buy	20,445 +5,479	+37%	+$300K	0.17%	121
2025 Q1	$798K	Buy	14,966 +8,469	+130%	+$466K	0.18%	101
2024 Q4	$350K	Buy	6,497 +2,373	+58%	+$135K	0.08%	116
2024 Q3	$238K	Buy	+4,124	New	+$225K	0.05%	121
2024 Q1	–	Sell	-4,483	Closed	-$211K	–	137
2023 Q4	$211K	Buy	+4,483	New	+$200K	0.06%	129

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

Concord Asset Management (Virginia)'s D Position: Q1 2026 in Review

Concord Asset Management (Virginia) increased its Dominion Energy (D) stake by 12% in Q1 2026, buying an estimated $156K and bringing the position to 23,791 shares worth $1.47M. The position accounts for 0.25% of the portfolio, ranked #82.

Concord Asset Management (Virginia) first reported a position in D in Q4 2023 and has held it in 8 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

Concord Asset Management (Virginia) held 23,791 shares of Dominion Energy worth $1.47M as of Q1 2026.
Concord Asset Management (Virginia) bought 2,528 Dominion Energy shares in Q1 2026, an estimated $156K.
Dominion Energy made up 0.25% of Concord Asset Management (Virginia)'s portfolio in Q1 2026, its #82 holding.
Concord Asset Management (Virginia) first reported a position in Dominion Energy in Q4 2023 and has held it in 8 quarters since.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Concord Asset Management (Virginia)'s 13F filing for Q1 2026, filed 1 May 2026.