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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evergreen Capital Management's D Position: Q1 2026 in Review

Evergreen Capital Management increased its Dominion Energy (D) stake by 35% in Q1 2026, buying an estimated $119K and bringing the position to 7,472 shares worth $462K. The position accounts for 0.01% of the portfolio, ranked #837.

Evergreen Capital Management first reported a position in D in Q4 2021 and has held it in 15 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Evergreen Capital Management held 7,472 shares of Dominion Energy worth $462K as of Q1 2026.
  • Evergreen Capital Management bought 1,921 Dominion Energy shares in Q1 2026, an estimated $119K.
  • Dominion Energy made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #837 holding.
  • Evergreen Capital Management first reported a position in Dominion Energy in Q4 2021 and has held it in 15 quarters since.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.