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Naples Global Advisors’s Dominion Energy D Stock Holding History

Naples Global 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
Q2 		$222K Buy
3,244
+4
+0.1% +$260 0.01% 447
2026
Q1 		$200K Buy
+3,240
New +$200K 0.01% 439
2025
Q4 		– Sell
-3,644
Closed -$223K – 439
2025
Q3 		$223K Buy
+3,644
New +$217K 0.02% 418
2022
Q3 		– Sell
-2,530
Closed -$202K – 372
2022
Q2 		$202K Buy
2,530
+2
+0.1% +$165 0.03% 368
2022
Q1 		$215K Buy
+2,528
New +$203K 0.02% 377

Other funds holding D

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Naples Global Advisors's D Position: Q2 2026 in Review

Naples Global Advisors increased its Dominion Energy (D) stake by 0.12% in Q2 2026, buying an estimated $260 and bringing the position to 3,244 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #447.

Naples Global Advisors first reported a position in D in Q1 2022 and has held it in 5 quarters since. The position peaked at $223K in Q3 2025. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Naples Global Advisors held 3,244 shares of Dominion Energy worth $222K as of Q2 2026.
  • Naples Global Advisors bought 4 Dominion Energy shares in Q2 2026, an estimated $260.
  • Dominion Energy made up 0.01% of Naples Global Advisors's portfolio in Q2 2026, its #447 holding.
  • Naples Global Advisors first reported a position in Dominion Energy in Q1 2022 and has held it in 5 quarters since.
  • Naples Global Advisors's Dominion Energy position peaked at $223K in Q3 2025.
  • 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.