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Concurrent Investment Advisors’s Dominion Energy D Stock Holding History

Concurrent Investment Advisors’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 		$2.51M Buy
36,717
+3,390
+10% +$220K 0.02% 648
2026
Q1 		$2.06M Buy
33,327
+397
+1% +$24.5K 0.02% 607
2025
Q4 		$1.93M Buy
32,930
+3,075
+10% +$185K 0.02% 589
2025
Q3 		$1.83M Buy
29,855
+275
+0.9% +$16.3K 0.03% 489
2025
Q2 		$1.67M Sell
29,580
-5,958
-17% -$326K 0.03% 474
2025
Q1 		$1.99M Buy
35,538
+1,902
+6% +$105K 0.05% 365
2024
Q4 		$1.81M Sell
33,636
-1,749
-5% -$99.8K 0.05% 347
2024
Q3 		$2.04M Buy
35,385
+603
+2% +$32.9K 0.06% 311
2024
Q2 		$1.7M Buy
34,782
+12,475
+56% +$636K 0.06% 313
2024
Q1 		$1.1M Sell
22,307
-1,205
-5% -$56.3K 0.04% 357
2023
Q4 		$1.11M Buy
+23,512
New +$1.05M 0.05% 321

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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's D Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Dominion Energy (D) stake by 10% in Q2 2026, buying an estimated $220K and bringing the position to 36,717 shares worth $2.51M. The position accounts for 0.02% of the portfolio, ranked #648.

Concurrent Investment Advisors first reported a position in D in Q4 2023 and has held it in 11 quarters since. 1,553 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Concurrent Investment Advisors held 36,717 shares of Dominion Energy worth $2.51M as of Q2 2026.
  • Concurrent Investment Advisors bought 3,390 Dominion Energy shares in Q2 2026, an estimated $220K.
  • Dominion Energy made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #648 holding.
  • Concurrent Investment Advisors first reported a position in Dominion Energy in Q4 2023 and has held it in 11 quarters since.
  • 1,553 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.