Evolution Advisers’s Dominion Energy D Stock Holding History

Evolution Advisers’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	$121K	Hold	1,967	–	–	0.05%	58
2025 Q4	$115K	Hold	1,967	–	–	0.05%	59
2025 Q3	$119K	Hold	1,967	–	–	0.05%	57
2025 Q2	$111K	Sell	1,967 -33	-2%	-$1.81K	0.05%	58
2025 Q1	$110K	Buy	2,000 +10	+0.5%	+$550	0.06%	58
2024 Q4	$107K	Buy	1,990 +18	+0.9%	+$1.03K	0.06%	59
2024 Q3	$114K	Buy	1,972 +15	+0.8%	+$819	0.06%	54
2024 Q2	$95K	Sell	1,957 -2,053	-51%	-$105K	0.05%	58
2024 Q1	$198K	Sell	4,010 -631	-14%	-$29.5K	0.12%	39
2023 Q4	$225K	Buy	4,641 +1,405	+43%	+$62.7K	0.14%	34
2023 Q3	$143K	Sell	3,236 -1,357	-30%	-$67.4K	0.1%	38
2023 Q2	$237K	Buy	4,593 +21	+0.5%	+$1.14K	0.17%	31
2023 Q1	$255K	Buy	4,572 +31	+0.7%	+$1.81K	0.18%	30
2022 Q4	$278K	Buy	4,541 +29	+0.6%	+$1.82K	0.22%	28
2022 Q3	$311K	Buy	4,512 +21	+0.5%	+$1.7K	0.27%	24
2022 Q2	$364K	Buy	4,491 +23	+0.5%	+$1.9K	0.3%	25
2022 Q1	$380K	Buy	4,468 +31	+0.7%	+$2.49K	0.28%	22
2021 Q4	$348K	Buy	+4,437	New	+$334K	0.26%	25

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

Evolution Advisers's D Position: Q1 2026 in Review

Evolution Advisers held its Dominion Energy (D) position steady in Q1 2026 at 1,967 shares worth $121K. The position accounts for 0.05% of the portfolio, ranked #58.

Evolution Advisers first reported a position in D in Q4 2021 and has held it in 18 quarters since. The position peaked at $380K in Q1 2022. 1,475 funds tracked by Wall St. Rank hold D as of Q1 2026.

Evolution Advisers held 1,967 shares of Dominion Energy worth $121K as of Q1 2026.
Evolution Advisers left its Dominion Energy share count unchanged in Q1 2026.
Dominion Energy made up 0.05% of Evolution Advisers's portfolio in Q1 2026, its #58 holding.
Evolution Advisers first reported a position in Dominion Energy in Q4 2021 and has held it in 18 quarters since.
Evolution Advisers's Dominion Energy position peaked at $380K in Q1 2022.
1,475 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Evolution Advisers's 13F filing for Q1 2026, filed 1 May 2026.