Fidelis Capital Partners’s Dominion Energy D Stock Holding History

Fidelis Capital Partners’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	$638K	Buy	10,322 +45	+0.4%	+$2.78K	0.05%	284
2025 Q4	$602K	Buy	10,277 +594	+6%	+$35.8K	0.04%	281
2025 Q3	$592K	Sell	9,683 -205	-2%	-$12.2K	0.05%	272
2025 Q2	$603K	Buy	9,888 +230	+2%	+$12.6K	0.05%	237
2025 Q1	$511K	Buy	9,658 +519	+6%	+$28.5K	0.05%	242
2024 Q4	$515K	Sell	9,139 -127	-1%	-$7.25K	0.05%	247
2024 Q3	$565K	Buy	9,266 +280	+3%	+$15.3K	0.07%	220
2024 Q2	$495K	Sell	8,986 -899	-9%	-$45.8K	0.07%	212
2024 Q1	$486K	Buy	9,885 +4,171	+73%	+$195K	0.07%	213
2023 Q4	$269K	Buy	+5,714	New	+$255K	0.06%	267

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

Fidelis Capital Partners's D Position: Q1 2026 in Review

Fidelis Capital Partners increased its Dominion Energy (D) stake by 0.44% in Q1 2026, buying an estimated $2.78K and bringing the position to 10,322 shares worth $638K. The position accounts for 0.05% of the portfolio, ranked #284.

Fidelis Capital Partners first reported a position in D in Q4 2023 and has held it in 10 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

Fidelis Capital Partners held 10,322 shares of Dominion Energy worth $638K as of Q1 2026.
Fidelis Capital Partners bought 45 Dominion Energy shares in Q1 2026, an estimated $2.78K.
Dominion Energy made up 0.05% of Fidelis Capital Partners's portfolio in Q1 2026, its #284 holding.
Fidelis Capital Partners first reported a position in Dominion Energy in Q4 2023 and has held it in 10 quarters since.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.