EA
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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
Q2 		$278K Buy
4,084
+2,117
+108% +$138K 0.1% 45
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

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

Evolution Advisers's D Position: Q2 2026 in Review

Evolution Advisers increased its Dominion Energy (D) stake by 108% in Q2 2026, buying an estimated $138K and bringing the position to 4,084 shares worth $278K. The position accounts for 0.1% of the portfolio, ranked #45.

Evolution Advisers first reported a position in D in Q4 2021 and has held it in 19 quarters since. The position peaked at $380K in Q1 2022. 1,552 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Evolution Advisers held 4,084 shares of Dominion Energy worth $278K as of Q2 2026.
  • Evolution Advisers bought 2,117 Dominion Energy shares in Q2 2026, an estimated $138K.
  • Dominion Energy made up 0.1% of Evolution Advisers's portfolio in Q2 2026, its #45 holding.
  • Evolution Advisers first reported a position in Dominion Energy in Q4 2021 and has held it in 19 quarters since.
  • Evolution Advisers's Dominion Energy position peaked at $380K in Q1 2022.
  • 1,552 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Evolution Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.