DA
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Dover Advisors’s Dominion Energy D Stock Holding History

Dover 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 		$817K Sell
13,945
-2,750
-16% -$179K 0.33% 72
2026
Q1 		$1.03M Sell
16,695
-1,900
-10% -$117K 0.43% 63
2025
Q4 		$1.09M Buy
18,595
+2,200
+13% +$133K 0.42% 63
2025
Q3 		$1M Buy
16,395
+4,475
+38% +$266K 0.4% 68
2025
Q2 		$674K Sell
11,920
-4,956
-29% -$272K 0.3% 84
2025
Q1 		$946K Buy
16,876
+1,032
+7% +$56.8K 0.41% 64
2024
Q4 		$853K Buy
15,844
+86
+0.5% +$4.91K 0.49% 64
2024
Q3 		$911K Hold
15,758
– – 0.52% 62
2024
Q2 		$772K Buy
15,758
+30
+0.2% +$1.53K 0.48% 66
2024
Q1 		$774K Sell
15,728
-3,263
-17% -$152K 0.53% 62
2023
Q4 		$893K Sell
18,991
-2,184
-10% -$97.5K 1.17% 30
2023
Q3 		$946K Sell
21,175
-1,066
-5% -$52.9K 0.96% 36
2023
Q2 		$1.15M Sell
22,241
-1,284
-5% -$69.8K 1.02% 31
2023
Q1 		$1.32M Buy
23,525
+1,810
+8% +$106K 1.26% 28
2022
Q4 		$1.33M Buy
+21,715
New +$1.36M 1.44% 23

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 $3.37T AUM 44.26% 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

Dover Advisors's D Position: Q2 2026 in Review

Dover Advisors reduced its Dominion Energy (D) stake by 16% in Q2 2026, selling an estimated $179K and leaving 13,945 shares worth $817K. The position accounts for 0.33% of the portfolio, ranked #72.

Dover Advisors first reported a position in D in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.33M in Q4 2022. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Dover Advisors held 13,945 shares of Dominion Energy worth $817K as of Q2 2026.
  • Dover Advisors sold 2,750 Dominion Energy shares in Q2 2026, an estimated $179K.
  • Dominion Energy made up 0.33% of Dover Advisors's portfolio in Q2 2026, its #72 holding.
  • Dover Advisors first reported a position in Dominion Energy in Q4 2022 and has held it in 15 quarters since.
  • Dover Advisors's Dominion Energy position peaked at $1.33M in Q4 2022.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Dover Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.