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Hamilton Wealth’s Dominion Energy D Stock Holding History

Hamilton Wealth’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 		$428K Sell
6,929
-7,701
-53% -$476K 0.08% 73
2025
Q4 		$857K Buy
14,630
+292
+2% +$17.6K 0.16% 60
2025
Q3 		$877K Buy
+14,338
New +$852K 0.18% 54

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

Hamilton Wealth's D Position: Q1 2026 in Review

Hamilton Wealth reduced its Dominion Energy (D) stake by 53% in Q1 2026, selling an estimated $476K and leaving 6,929 shares worth $428K. The position accounts for 0.08% of the portfolio, ranked #73.

Hamilton Wealth first reported a position in D in Q3 2025 and has held it in 3 quarters since. The position peaked at $877K in Q3 2025. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Hamilton Wealth held 6,929 shares of Dominion Energy worth $428K as of Q1 2026.
  • Hamilton Wealth sold 7,701 Dominion Energy shares in Q1 2026, an estimated $476K.
  • Dominion Energy made up 0.08% of Hamilton Wealth's portfolio in Q1 2026, its #73 holding.
  • Hamilton Wealth first reported a position in Dominion Energy in Q3 2025 and has held it in 3 quarters since.
  • Hamilton Wealth's Dominion Energy position peaked at $877K in Q3 2025.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Hamilton Wealth's 13F filing for Q1 2026, filed 18 May 2026.