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J. Safra Asset Management’s Dominion Energy D Stock Holding History

J. Safra Asset Management’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 		$3.71K Hold
60
– – ﹤0.01% 519
2025
Q4 		$3.52K Hold
60
– – ﹤0.01% 475
2025
Q3 		$3.67K Buy
+60
New +$3.57K ﹤0.01% 335
2016
Q3 		– Sell
-145
Closed -$11K – 171
2016
Q2 		$11K Sell
145
-2,956
-95% -$214K 0.02% 232
2016
Q1 		$233K Buy
+3,101
New +$219K 0.19% 92

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

J. Safra Asset Management's D Position: Q1 2026 in Review

J. Safra Asset Management held its Dominion Energy (D) position steady in Q1 2026 at 60 shares worth $3.71K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

J. Safra Asset Management first reported a position in D in Q1 2016 and has held it in 5 quarters since. The position peaked at $233K in Q1 2016. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • J. Safra Asset Management held 60 shares of Dominion Energy worth $3.71K as of Q1 2026.
  • J. Safra Asset Management left its Dominion Energy share count unchanged in Q1 2026.
  • Dominion Energy made up ﹤0.01% of J. Safra Asset Management's portfolio in Q1 2026, its #519 holding.
  • J. Safra Asset Management first reported a position in Dominion Energy in Q1 2016 and has held it in 5 quarters since.
  • J. Safra Asset Management's Dominion Energy position peaked at $233K in Q1 2016.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.