MAI Capital Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.23M | Buy |
52,291
+15,601
| +43% | +$964K | 0.02% | 494 |
|
|
2025
Q4 | $2.15M | Buy |
36,690
+5,397
| +17% | +$325K | 0.01% | 555 |
|
|
2025
Q3 | $1.91M | Buy |
31,293
+7,408
| +31% | +$440K | 0.01% | 550 |
|
|
2025
Q2 | $1.35M | Buy |
23,885
+2,049
| +9% | +$112K | 0.01% | 581 |
|
|
2025
Q1 | $1.22M | Buy |
21,836
+6,087
| +39% | +$335K | 0.01% | 574 |
|
|
2024
Q4 | $848K | Sell |
15,749
-5,603
| -26% | -$320K | 0.01% | 688 |
|
|
2024
Q3 | $1.23M | Sell |
21,352
-435
| -2% | -$23.8K | 0.01% | 498 |
|
|
2024
Q2 | $1.07M | Sell |
21,787
-308
| -1% | -$15.7K | 0.01% | 577 |
|
|
2024
Q1 | $1.09M | Buy |
22,095
+6,797
| +44% | +$318K | 0.01% | 549 |
|
|
2023
Q4 | $719K | Buy |
15,298
+1,064
| +7% | +$47.5K | 0.01% | 581 |
|
|
2023
Q3 | $636K | Sell |
14,234
-289
| -2% | -$14.3K | 0.01% | 559 |
|
|
2023
Q2 | $752K | Sell |
14,523
-1,927
| -12% | -$105K | 0.01% | 501 |
|
|
2023
Q1 | $920K | Buy |
16,450
+275
| +2% | +$16.1K | 0.01% | 444 |
|
|
2022
Q4 | $992K | Buy |
16,175
+2,453
| +18% | +$154K | 0.02% | 411 |
|
|
2022
Q3 | $948K | Buy |
13,722
+8,297
| +153% | +$670K | 0.02% | 386 |
|
|
2022
Q2 | $433K | Buy |
5,425
+528
| +11% | +$43.6K | 0.01% | 584 |
|
|
2022
Q1 | $416K | Buy |
4,897
+1,345
| +38% | +$108K | 0.01% | 609 |
|
|
2021
Q4 | $279K | Buy |
3,552
+584
| +20% | +$43.9K | ﹤0.01% | 729 |
|
|
2021
Q3 | $217K | Buy |
2,968
+72
| +2% | +$5.49K | ﹤0.01% | 705 |
|
|
2021
Q2 | $213K | Buy |
+2,896
| New | +$224K | ﹤0.01% | 693 |
|
|
2021
Q1 | – | Sell |
-4,205
| Closed | -$316K | – | 754 |
|
|
2020
Q4 | $316K | Buy |
4,205
+607
| +17% | +$48.2K | 0.01% | 532 |
|
|
2020
Q3 | $284K | Buy |
+3,598
| New | +$283K | 0.01% | 486 |
|
|
2020
Q1 | – | Sell |
-2,712
| Closed | -$225K | – | 550 |
|
|
2019
Q4 | $225K | Buy |
2,712
+34
| +1% | +$2.78K | 0.01% | 518 |
|
|
2019
Q3 | $217K | Hold |
2,678
| – | – | 0.01% | 480 |
|
|
2019
Q2 | $207K | Sell |
2,678
-64
| -2% | -$4.88K | 0.01% | 497 |
|
|
2019
Q1 | $210K | Buy |
+2,742
| New | +$200K | 0.01% | 426 |
|
|
2015
Q2 | – | Sell |
-3,478
| Closed | -$246K | – | 484 |
|
|
2015
Q1 | $246K | Buy |
3,478
+132
| +4% | +$9.79K | 0.02% | 419 |
|
|
2014
Q4 | $257K | Buy |
3,346
+187
| +6% | +$13.5K | 0.02% | 391 |
|
|
2014
Q3 | $218K | Buy |
+3,159
| New | +$218K | 0.02% | 352 |
|
|
2013
Q4 | – | Sell |
-5,019
| Closed | -$314K | – | 391 |
|
|
2013
Q3 | $314K | Sell |
5,019
-1
| -0% | -$59 | 0.04% | 254 |
|
|
2013
Q2 | $285K | Buy |
+5,020
| New | +$294K | 0.04% | 253 |
|
Other funds holding D
VCM
VPM
MAI Capital Management's D Position: Q1 2026 in Review
MAI Capital Management increased its Dominion Energy (D) stake by 43% in Q1 2026, buying an estimated $964K and bringing the position to 52,291 shares worth $3.23M. The position accounts for 0.02% of the portfolio, ranked #494.
MAI Capital Management first reported a position in D in Q2 2013 and has held it in 31 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.
- MAI Capital Management held 52,291 shares of Dominion Energy worth $3.23M as of Q1 2026.
- MAI Capital Management bought 15,601 Dominion Energy shares in Q1 2026, an estimated $964K.
- Dominion Energy made up 0.02% of MAI Capital Management's portfolio in Q1 2026, its #494 holding.
- MAI Capital Management first reported a position in Dominion Energy in Q2 2013 and has held it in 31 quarters since.
- 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.
Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.