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Great Valley Advisor Group’s Dominion Energy D Stock Holding History

Great Valley Advisor Group’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 		$347K Buy
5,610
+215
+4% +$13.3K 0.01% 781
2025
Q4 		$316K Sell
5,395
-277
-5% -$16.7K 0.01% 765
2025
Q3 		$347K Buy
5,672
+1,374
+32% +$81.7K 0.01% 729
2025
Q2 		$243K Sell
4,298
-335
-7% -$18.4K 0.01% 803
2025
Q1 		$259K Buy
4,633
+142
+3% +$7.81K 0.01% 768
2024
Q4 		$242K Sell
4,491
-113
-2% -$6.45K 0.01% 758
2024
Q3 		$266K Buy
+4,604
New +$252K 0.01% 724
2023
Q1 		– Sell
-3,608
Closed -$221K – 719
2022
Q4 		$221K Sell
3,608
-1,464
-29% -$91.9K 0.01% 627
2022
Q3 		$351K Sell
5,072
-14
-0.3% -$1.13K 0.02% 497
2022
Q2 		$405K Buy
5,086
+994
+24% +$82.1K 0.02% 481
2022
Q1 		$345K Buy
4,092
+5
+0.1% +$402 0.02% 466
2021
Q4 		$319K Sell
4,087
-639
-14% -$48.1K 0.02% 477
2021
Q3 		$346K Buy
4,726
+12
+0.3% +$915 0.02% 430
2021
Q2 		$348K Sell
4,714
-248
-5% -$19.1K 0.03% 422
2021
Q1 		$377K Sell
4,962
-446
-8% -$32.4K 0.04% 357
2020
Q4 		$407K Sell
5,408
-523
-9% -$41.5K 0.04% 311
2020
Q3 		$468K Sell
5,931
-932
-14% -$73.2K 0.06% 263
2020
Q2 		$557K Buy
6,863
+938
+16% +$75.2K 0.09% 217
2020
Q1 		$428K Sell
5,925
-130
-2% -$10.6K 0.11% 191
2019
Q4 		$502K Buy
6,055
+192
+3% +$15.7K 0.11% 200
2019
Q3 		$475K Buy
5,863
+2,509
+75% +$194K 0.11% 201
2019
Q2 		$259K Buy
+3,354
New +$256K 0.07% 274

Other funds holding D

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Great Valley Advisor Group's D Position: Q1 2026 in Review

Great Valley Advisor Group increased its Dominion Energy (D) stake by 4% in Q1 2026, buying an estimated $13.3K and bringing the position to 5,610 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #781.

Great Valley Advisor Group first reported a position in D in Q2 2019 and has held it in 22 quarters since. The position peaked at $557K in Q2 2020. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Great Valley Advisor Group held 5,610 shares of Dominion Energy worth $347K as of Q1 2026.
  • Great Valley Advisor Group bought 215 Dominion Energy shares in Q1 2026, an estimated $13.3K.
  • Dominion Energy made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #781 holding.
  • Great Valley Advisor Group first reported a position in Dominion Energy in Q2 2019 and has held it in 22 quarters since.
  • Great Valley Advisor Group's Dominion Energy position peaked at $557K in Q2 2020.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.