JIP
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Jaffetilchin Investment Partners’s Dominion Energy D Stock Holding History

Jaffetilchin Investment Partners’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 		$367K Sell
5,943
-698
-11% -$43.1K 0.02% 320
2025
Q4 		$389K Sell
6,641
-944
-12% -$56.9K 0.02% 307
2025
Q3 		$464K Buy
7,585
+3
+0% +$178 0.03% 287
2025
Q2 		$429K Sell
7,582
-658
-8% -$36.1K 0.03% 281
2025
Q1 		$462K Buy
8,240
+2,201
+36% +$121K 0.03% 258
2024
Q4 		$325K Buy
6,039
+1,453
+32% +$82.9K 0.02% 295
2024
Q3 		$265K Buy
4,586
+137
+3% +$7.49K 0.02% 316
2024
Q2 		$218K Buy
4,449
+305
+7% +$15.5K 0.02% 324
2024
Q1 		$204K Sell
4,144
-1,228
-23% -$57.4K 0.02% 348
2023
Q4 		$253K Sell
5,372
-816
-13% -$36.4K 0.02% 301
2023
Q3 		$276K Sell
6,188
-194
-3% -$9.63K 0.03% 273
2023
Q2 		$331K Buy
6,382
+60
+0.9% +$3.26K 0.03% 263
2023
Q1 		$353K Sell
6,322
-811
-11% -$47.5K 0.04% 259
2022
Q4 		$437K Sell
7,133
-284
-4% -$17.8K 0.05% 216
2022
Q3 		$513K Buy
7,417
+90
+1% +$7.26K 0.07% 171
2022
Q2 		$585K Buy
7,327
+23
+0.3% +$1.9K 0.07% 169
2022
Q1 		$606K Buy
7,304
+548
+8% +$44K 0.07% 165
2021
Q4 		$531K Buy
6,756
+93
+1% +$7K 0.05% 207
2021
Q3 		$487K Hold
6,663
– – 0.05% 205
2021
Q2 		$490K Sell
6,663
-3,237
-33% -$250K 0.03% 264
2021
Q1 		$752K Buy
9,900
+3,432
+53% +$249K 0.09% 155
2020
Q4 		$486K Sell
6,468
-58
-0.9% -$4.61K 0.07% 165
2020
Q3 		$515K Buy
+6,526
New +$513K 0.1% 118

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

Jaffetilchin Investment Partners's D Position: Q1 2026 in Review

Jaffetilchin Investment Partners reduced its Dominion Energy (D) stake by 11% in Q1 2026, selling an estimated $43.1K and leaving 5,943 shares worth $367K. The position accounts for 0.02% of the portfolio, ranked #320.

Jaffetilchin Investment Partners first reported a position in D in Q3 2020 and has held it in 23 quarters since. The position peaked at $752K in Q1 2021. 1,476 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Jaffetilchin Investment Partners held 5,943 shares of Dominion Energy worth $367K as of Q1 2026.
  • Jaffetilchin Investment Partners sold 698 Dominion Energy shares in Q1 2026, an estimated $43.1K.
  • Dominion Energy made up 0.02% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #320 holding.
  • Jaffetilchin Investment Partners first reported a position in Dominion Energy in Q3 2020 and has held it in 23 quarters since.
  • Jaffetilchin Investment Partners's Dominion Energy position peaked at $752K in Q1 2021.
  • 1,476 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.