HPG
D icon

Harvest Portfolios Group’s Dominion Energy D Stock Holding History

Harvest Portfolios 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 		$12M Buy
193,312
+40,460
+26% +$2.5M 0.2% 89
2025
Q4 		$8.96M Sell
152,852
-1,645
-1% -$99.1K 0.16% 89
2025
Q3 		$9.45M Buy
154,497
+20,455
+15% +$1.22M 0.17% 84
2025
Q2 		$7.58M Buy
134,042
+21,373
+19% +$1.17M 0.18% 80
2025
Q1 		$6.32M Buy
112,669
+27,628
+32% +$1.52M 0.19% 83
2024
Q4 		$4.58M Sell
85,041
-14,432
-15% -$823K 0.15% 95
2024
Q3 		$5.75M Buy
99,473
+2,432
+3% +$133K 0.19% 89
2024
Q2 		$4.76M Buy
97,041
+257
+0.3% +$13.1K 0.18% 93
2024
Q1 		$4.76M Buy
96,784
+5,510
+6% +$257K 0.19% 88
2023
Q4 		$4.29M Buy
91,274
+6,160
+7% +$275K 0.18% 93
2023
Q3 		$3.8M Buy
85,114
+8,296
+11% +$412K 0.18% 92
2023
Q2 		$3.98M Buy
76,818
+8,820
+13% +$479K 0.18% 91
2023
Q1 		$3.8M Buy
+67,998
New +$3.98M 0.19% 90

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

Harvest Portfolios Group's D Position: Q1 2026 in Review

Harvest Portfolios Group increased its Dominion Energy (D) stake by 26% in Q1 2026, buying an estimated $2.5M and bringing the position to 193,312 shares worth $12M. The position accounts for 0.2% of the portfolio, ranked #89.

Harvest Portfolios Group first reported a position in D in Q1 2023 and has held it in 13 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Harvest Portfolios Group held 193,312 shares of Dominion Energy worth $12M as of Q1 2026.
  • Harvest Portfolios Group bought 40,460 Dominion Energy shares in Q1 2026, an estimated $2.5M.
  • Dominion Energy made up 0.2% of Harvest Portfolios Group's portfolio in Q1 2026, its #89 holding.
  • Harvest Portfolios Group first reported a position in Dominion Energy in Q1 2023 and has held it in 13 quarters since.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Harvest Portfolios Group's 13F filing for Q1 2026, filed 14 May 2026.