Fiduciary Alliance’s Dominion Energy D Stock Holding History

Fiduciary Alliance’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	$464K	Buy	7,440 +21	+0.3%	+$1.3K	0.03%	380
2025 Q4	$435K	Buy	7,419 +272	+4%	+$16.4K	0.03%	359
2025 Q3	$437K	Buy	7,147 +424	+6%	+$25.2K	0.03%	363
2025 Q2	$380K	Buy	6,723 +1,639	+32%	+$89.8K	0.03%	356
2025 Q1	$285K	Sell	5,084 -146	-3%	-$8.03K	0.03%	323
2024 Q4	$282K	Buy	+5,230	New	+$298K	0.03%	296
2023 Q3	–	Sell	-729	Closed	-$37.8K	–	334
2023 Q2	$37.8K	Buy	+729	New	+$39.6K	0.01%	346
2023 Q1	–	Sell	-335	Closed	-$20.6K	–	309
2022 Q4	$20.6K	Buy	+335	New	+$21K	0.01%	311

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

Fiduciary Alliance's D Position: Q1 2026 in Review

Fiduciary Alliance increased its Dominion Energy (D) stake by 0.28% in Q1 2026, buying an estimated $1.3K and bringing the position to 7,440 shares worth $464K. The position accounts for 0.03% of the portfolio, ranked #380.

Fiduciary Alliance first reported a position in D in Q4 2022 and has held it in 8 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

Fiduciary Alliance held 7,440 shares of Dominion Energy worth $464K as of Q1 2026.
Fiduciary Alliance bought 21 Dominion Energy shares in Q1 2026, an estimated $1.3K.
Dominion Energy made up 0.03% of Fiduciary Alliance's portfolio in Q1 2026, its #380 holding.
Fiduciary Alliance first reported a position in Dominion Energy in Q4 2022 and has held it in 8 quarters since.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.