Excalibur Management’s Dominion Energy D Stock Holding History

Excalibur 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	$991K	Buy	16,030 +678	+4%	+$41.9K	0.36%	76
2025 Q4	$900K	Buy	15,352 +978	+7%	+$58.9K	0.32%	79
2025 Q3	$879K	Buy	14,374 +4	+0%	+$238	0.32%	81
2025 Q2	$812K	Sell	14,370 -282	-2%	-$15.5K	0.3%	82
2025 Q1	$822K	Sell	14,652 -212	-1%	-$11.7K	0.32%	79
2024 Q4	$801K	Buy	14,864 +2	+0%	+$114	0.32%	82
2024 Q3	$859K	Sell	14,862 -74	-0.5%	-$4.04K	0.33%	83
2024 Q2	$732K	Buy	14,936 +458	+3%	+$23.3K	0.3%	85
2024 Q1	$712K	Buy	14,478 +1,508	+12%	+$70.4K	0.3%	82
2023 Q4	$610K	Buy	12,970 +675	+5%	+$30.1K	0.29%	85
2023 Q3	$549K	Buy	12,295 +1,931	+19%	+$95.9K	0.29%	86
2023 Q2	$537K	Buy	10,364 +453	+5%	+$24.6K	0.27%	86
2023 Q1	$554K	Buy	9,911 +185	+2%	+$10.8K	0.29%	85
2022 Q4	$596K	Sell	9,726 -889	-8%	-$55.8K	0.31%	78
2022 Q3	$734K	Sell	10,615 -965	-8%	-$77.9K	0.41%	67
2022 Q2	$924K	Sell	11,580 -3,270	-22%	-$270K	0.48%	57
2022 Q1	$1.26M	Sell	14,850 -1,860	-11%	-$149K	0.55%	50
2021 Q4	$1.31M	Buy	16,710 +540	+3%	+$40.6K	0.53%	52
2021 Q3	$1.18M	Buy	16,170 +312	+2%	+$23.8K	0.52%	54
2021 Q2	$1.17M	Hold	15,858	–	–	0.53%	51
2021 Q1	$1.21M	Buy	15,858 +2,530	+19%	+$184K	0.59%	43
2020 Q4	$1M	Buy	13,328 +1,710	+15%	+$136K	0.54%	48
2020 Q3	$917K	Sell	11,618 -843	-7%	-$66.2K	0.56%	46
2020 Q2	$1.01M	Buy	12,461 +1,924	+18%	+$154K	0.67%	40
2020 Q1	$761K	Buy	10,537 +7,333	+229%	+$599K	0.59%	43
2019 Q4	$265K	Buy	+3,204	New	+$262K	0.17%	91
2019 Q1	–	Sell	-4,450	Closed	-$318K	–	62
2018 Q4	$318K	Hold	4,450	–	–	0.32%	49
2018 Q3	$313K	Sell	4,450 -500	-10%	-$35.4K	0.27%	52
2018 Q2	$337K	Hold	4,950	–	–	0.27%	58
2018 Q1	$334K	Hold	4,950	–	–	0.27%	56
2017 Q4	$401K	Hold	4,950	–	–	0.34%	49
2017 Q3	$381K	Hold	4,950	–	–	0.32%	48
2017 Q2	$379K	Hold	4,950	–	–	0.34%	46
2017 Q1	$384K	Hold	4,950	–	–	0.34%	45
2016 Q4	$379K	Buy	4,950 +1,750	+55%	+$129K	0.35%	46
2016 Q3	$238K	Hold	3,200	–	–	0.23%	56
2016 Q2	$249K	Hold	3,200	–	–	0.21%	60
2016 Q1	$240K	Hold	3,200	–	–	0.22%	62
2015 Q4	$216K	Hold	3,200	–	–	0.2%	66
2015 Q3	$225K	Hold	3,200	–	–	0.23%	54
2015 Q2	$214K	Hold	3,200	–	–	0.2%	60
2015 Q1	$227K	Sell	3,200 -3,200	-50%	-$237K	0.22%	51
2014 Q4	$492K	Sell	6,400 -1,000	-14%	-$72.4K	0.5%	34
2014 Q3	$511K	Hold	7,400	–	–	0.53%	33
2014 Q2	$529K	Hold	7,400	–	–	0.55%	32
2014 Q1	$525K	Hold	7,400	–	–	0.58%	32
2013 Q4	$479K	Hold	7,400	–	–	0.52%	33
2013 Q3	$462K	Hold	7,400	–	–	0.54%	34
2013 Q2	$420K	Buy	+7,400	New	+$434K	0.52%	34

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

Excalibur Management's D Position: Q1 2026 in Review

Excalibur Management increased its Dominion Energy (D) stake by 4.4% in Q1 2026, buying an estimated $41.9K and bringing the position to 16,030 shares worth $991K. The position accounts for 0.36% of the portfolio, ranked #76.

Excalibur Management first reported a position in D in Q2 2013 and has held it in 49 quarters since. The position peaked at $1.31M in Q4 2021. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

Excalibur Management held 16,030 shares of Dominion Energy worth $991K as of Q1 2026.
Excalibur Management bought 678 Dominion Energy shares in Q1 2026, an estimated $41.9K.
Dominion Energy made up 0.36% of Excalibur Management's portfolio in Q1 2026, its #76 holding.
Excalibur Management first reported a position in Dominion Energy in Q2 2013 and has held it in 49 quarters since.
Excalibur Management's Dominion Energy position peaked at $1.31M in Q4 2021.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Excalibur Management's 13F filing for Q1 2026, filed 5 May 2026.