Graham Capital Wealth Management’s Dominion Energy D Stock Holding History

Graham Capital Wealth 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	$3.03M	Sell	48,963 -837	-2%	-$51.7K	2.69%	19
2025 Q4	$2.92M	Buy	49,800 +1,301	+3%	+$78.4K	2.68%	16
2025 Q3	$2.97M	Buy	48,499 +17	+0%	+$1.01K	3.02%	9
2025 Q2	$2.74M	Buy	48,482 +1,429	+3%	+$78.3K	3.04%	10
2025 Q1	$2.64M	Sell	47,053 -501	-1%	-$27.6K	2.82%	15
2024 Q4	$2.56M	Sell	47,554 -181	-0.4%	-$10.3K	2.21%	23
2024 Q3	$2.76M	Buy	47,735 +1,268	+3%	+$69.3K	2.82%	12
2024 Q2	$2.28M	Buy	46,467 +809	+2%	+$41.2K	3.07%	12
2024 Q1	$2.25M	Buy	45,658 +1,320	+3%	+$61.7K	3.83%	9
2023 Q4	$2.08M	Buy	44,338 +34,551	+353%	+$1.54M	5.49%	4
2023 Q3	$507K	Hold	9,787	–	–	1.2%	20
2023 Q2	$507K	Sell	9,787 -387	-4%	-$21K	1.2%	20
2023 Q1	$5.69M	Sell	10,174 -554	-5%	-$32.4K	0.82%	25
2022 Q4	$658K	Sell	10,728 -2,603	-20%	-$163K	1.17%	28
2022 Q3	$921K	Sell	13,331 -13,331	-50%	-$1.08M	1.1%	32
2022 Q2	$2.13M	Sell	26,662 -110	-0.4%	-$9.08K	1.87%	16
2022 Q1	$2.27M	Sell	26,772 -873	-3%	-$70.1K	2.02%	13
2021 Q4	$2.13M	Buy	+27,645	New	+$2.08M	1.74%	12

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

Graham Capital Wealth Management's D Position: Q1 2026 in Review

Graham Capital Wealth Management reduced its Dominion Energy (D) stake by 1.7% in Q1 2026, selling an estimated $51.7K and leaving 48,963 shares worth $3.03M. The position accounts for 2.69% of the portfolio, ranked #19.

Graham Capital Wealth Management first reported a position in D in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.69M in Q1 2023. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

Graham Capital Wealth Management held 48,963 shares of Dominion Energy worth $3.03M as of Q1 2026.
Graham Capital Wealth Management sold 837 Dominion Energy shares in Q1 2026, an estimated $51.7K.
Dominion Energy made up 2.69% of Graham Capital Wealth Management's portfolio in Q1 2026, its #19 holding.
Graham Capital Wealth Management first reported a position in Dominion Energy in Q4 2021 and has held it in 18 quarters since.
Graham Capital Wealth Management's Dominion Energy position peaked at $5.69M in Q1 2023.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Graham Capital Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.