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 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

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

Concurrent Investment Advisors's D Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Dominion Energy (D) stake by 1.2% in Q1 2026, buying an estimated $24.5K and bringing the position to 33,327 shares worth $2.06M. The position accounts for 0.02% of the portfolio, ranked #607.

Concurrent Investment Advisors first reported a position in D in Q4 2023 and has held it in 10 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

Concurrent Investment Advisors held 33,327 shares of Dominion Energy worth $2.06M as of Q1 2026.
Concurrent Investment Advisors bought 397 Dominion Energy shares in Q1 2026, an estimated $24.5K.
Dominion Energy made up 0.02% of Concurrent Investment Advisors's portfolio in Q1 2026, its #607 holding.
Concurrent Investment Advisors first reported a position in Dominion Energy in Q4 2023 and has held it in 10 quarters since.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.