HIA
D icon

HFM Investment Advisors’s Dominion Energy D Stock Holding History

HFM Investment 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 		$927 Sell
15
-43
-74% -$2.66K ﹤0.01% 437
2025
Q4 		$3.4K Buy
58
+43
+287% +$2.59K ﹤0.01% 232
2025
Q3 		$918 Hold
15
– – ﹤0.01% 416
2025
Q2 		$848 Buy
15
+8
+114% +$438 ﹤0.01% 437
2025
Q1 		$393 Buy
+7
New +$385 ﹤0.01% 369

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

HFM Investment Advisors's D Position: Q1 2026 in Review

HFM Investment Advisors reduced its Dominion Energy (D) stake by 74% in Q1 2026, selling an estimated $2.66K and leaving 15 shares worth $927. The position accounts for ﹤0.01% of the portfolio, ranked #437.

HFM Investment Advisors first reported a position in D in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.4K in Q4 2025. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • HFM Investment Advisors held 15 shares of Dominion Energy worth $927 as of Q1 2026.
  • HFM Investment Advisors sold 43 Dominion Energy shares in Q1 2026, an estimated $2.66K.
  • Dominion Energy made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #437 holding.
  • HFM Investment Advisors first reported a position in Dominion Energy in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's Dominion Energy position peaked at $3.4K in Q4 2025.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.