Evergreen Capital Management’s Dominion Energy D Stock Holding History

Evergreen Capital Management’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	$516K	Buy	7,550 +78	+1%	+$5.07K	0.01%	883
2026 Q1	$462K	Buy	7,472 +1,921	+35%	+$119K	0.01%	837
2025 Q4	$325K	Sell	5,551 -1,272	-19%	-$76.6K	0.01%	987
2025 Q3	$417K	Buy	6,823 +1,005	+17%	+$59.7K	0.01%	744
2025 Q2	$329K	Buy	5,818 +81	+1%	+$4.44K	0.01%	758
2025 Q1	$322K	Buy	5,737 +880	+18%	+$48.4K	0.01%	705
2024 Q4	$262K	Sell	4,857 -95	-2%	-$5.42K	0.01%	812
2024 Q3	$286K	Sell	4,952 -162	-3%	-$8.85K	0.01%	735
2024 Q2	$251K	Buy	5,114 +340	+7%	+$17.3K	0.01%	735
2024 Q1	$235K	Buy	+4,774	New	+$223K	0.01%	728
2023 Q2	–	Sell	-6,290	Closed	-$352K	–	809
2023 Q1	$352K	Buy	6,290 +289	+5%	+$16.9K	0.02%	461
2022 Q4	$368K	Buy	6,001 +728	+14%	+$45.7K	0.02%	425
2022 Q3	$365K	Buy	5,273 +1,263	+31%	+$102K	0.02%	403
2022 Q2	$320K	Sell	4,010 -593	-13%	-$49K	0.02%	409
2022 Q1	$391K	Buy	4,603 +228	+5%	+$18.3K	0.02%	422
2021 Q4	$344K	Buy	+4,375	New	+$329K	0.01%	444

Other funds holding D

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Evergreen Capital Management's D Position: Q2 2026 in Review

Evergreen Capital Management increased its Dominion Energy (D) stake by 1% in Q2 2026, buying an estimated $5.07K and bringing the position to 7,550 shares worth $516K. The position accounts for 0.01% of the portfolio, ranked #883.

Evergreen Capital Management first reported a position in D in Q4 2021 and has held it in 16 quarters since. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

Evergreen Capital Management held 7,550 shares of Dominion Energy worth $516K as of Q2 2026.
Evergreen Capital Management bought 78 Dominion Energy shares in Q2 2026, an estimated $5.07K.
Dominion Energy made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #883 holding.
Evergreen Capital Management first reported a position in Dominion Energy in Q4 2021 and has held it in 16 quarters since.
1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.