Herold Advisors’s Dominion Energy D Stock Holding History

Herold Advisors’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	$249K	Buy	4,023 +23	+0.6%	+$1.42K	0.05%	229
2025 Q4	$234K	Sell	4,000 -300	-7%	-$18.1K	0.05%	229
2025 Q3	$263K	Sell	4,300 -460	-10%	-$27.3K	0.06%	215
2025 Q2	$269K	Hold	4,760	–	–	0.06%	258
2025 Q1	$267K	Sell	4,760 -153	-3%	-$8.41K	0.06%	237
2024 Q4	$265K	Buy	4,913 +153	+3%	+$8.73K	0.06%	237
2024 Q3	$275K	Buy	+4,760	New	+$260K	0.06%	229
2024 Q2	–	Sell	-4,735	Closed	-$233K	–	268
2024 Q1	$233K	Buy	+4,735	New	+$221K	0.06%	239
2023 Q3	–	Sell	-4,185	Closed	-$217K	–	250
2023 Q2	$217K	Buy	4,185 +225	+6%	+$12.2K	0.07%	228
2023 Q1	$221K	Buy	+3,960	New	+$232K	0.08%	211
2022 Q2	–	Sell	-2,000	Closed	-$170K	–	285
2022 Q1	$170K	Buy	+2,000	New	+$161K	0.06%	216
2021 Q4	–	Sell	-2,000	Closed	-$146K	–	285
2021 Q3	$146K	Buy	+2,000	New	+$153K	0.06%	234

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

Herold Advisors's D Position: Q1 2026 in Review

Herold Advisors increased its Dominion Energy (D) stake by 0.58% in Q1 2026, buying an estimated $1.42K and bringing the position to 4,023 shares worth $249K. The position accounts for 0.05% of the portfolio, ranked #229.

Herold Advisors first reported a position in D in Q3 2021 and has held it in 12 quarters since. The position peaked at $275K in Q3 2024. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

Herold Advisors held 4,023 shares of Dominion Energy worth $249K as of Q1 2026.
Herold Advisors bought 23 Dominion Energy shares in Q1 2026, an estimated $1.42K.
Dominion Energy made up 0.05% of Herold Advisors's portfolio in Q1 2026, its #229 holding.
Herold Advisors first reported a position in Dominion Energy in Q3 2021 and has held it in 12 quarters since.
Herold Advisors's Dominion Energy position peaked at $275K in Q3 2024.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.