MidAtlantic Capital Management’s Dominion Energy D Stock Holding History

MidAtlantic Capital 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	$221K	Buy	3,578 +1,167	+48%	+$72.1K	0.15%	83
2025 Q4	$141K	Buy	+2,411	New	+$145K	0.09%	103
2025 Q1	–	Sell	-2,863	Closed	-$154K	–	113
2024 Q4	$154K	Sell	2,863 -1,332	-32%	-$76K	0.11%	88
2024 Q3	$242K	Hold	4,195	–	–	0.18%	77
2024 Q2	$206K	Sell	4,195 -464	-10%	-$23.6K	0.17%	77
2024 Q1	$229K	Sell	4,659 -1,441	-24%	-$67.3K	0.2%	72
2023 Q4	$287K	Buy	+6,100	New	+$272K	0.28%	67

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

MidAtlantic Capital Management's D Position: Q1 2026 in Review

MidAtlantic Capital Management increased its Dominion Energy (D) stake by 48% in Q1 2026, buying an estimated $72.1K and bringing the position to 3,578 shares worth $221K. The position accounts for 0.15% of the portfolio, ranked #83.

MidAtlantic Capital Management first reported a position in D in Q4 2023 and has held it in 7 quarters since. The position peaked at $287K in Q4 2023. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

MidAtlantic Capital Management held 3,578 shares of Dominion Energy worth $221K as of Q1 2026.
MidAtlantic Capital Management bought 1,167 Dominion Energy shares in Q1 2026, an estimated $72.1K.
Dominion Energy made up 0.15% of MidAtlantic Capital Management's portfolio in Q1 2026, its #83 holding.
MidAtlantic Capital Management first reported a position in Dominion Energy in Q4 2023 and has held it in 7 quarters since.
MidAtlantic Capital Management's Dominion Energy position peaked at $287K in Q4 2023.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.