Navalign LLC’s Dominion Energy D Stock Holding History

Navalign LLC’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 Q3	$875K	Buy	14,463 +314	+2%	+$21.1K	0.2%	73
2026 Q2	$966K	Sell	14,149 -80	-0.6%	-$5.2K	0.23%	69
2026 Q1	$880K	Buy	14,229 +162	+1%	+$10K	0.22%	71
2025 Q4	$824K	Buy	14,067 +495	+4%	+$29.8K	0.2%	79
2025 Q3	$830K	Buy	13,572 +160	+1%	+$9.5K	0.22%	77
2025 Q2	$758K	Sell	13,412 -180	-1%	-$9.9K	0.21%	77
2025 Q1	$762K	Buy	13,592 +785	+6%	+$43.2K	0.22%	72
2024 Q4	$690K	Buy	+12,807	New	+$731K	0.2%	76

Other funds holding D

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Navalign LLC's D Position: Q3 2026 in Review

Navalign LLC increased its Dominion Energy (D) stake by 2.2% in Q3 2026, buying an estimated $21.1K and bringing the position to 14,463 shares worth $875K. The position accounts for 0.2% of the portfolio, ranked #73.

Navalign LLC first reported a position in D in Q4 2024 and has held it in 8 quarters since. The position peaked at $966K in Q2 2026. 984 funds tracked by Wall St. Rank hold D as of Q3 2026.

Navalign LLC held 14,463 shares of Dominion Energy worth $875K as of Q3 2026.
Navalign LLC bought 314 Dominion Energy shares in Q3 2026, an estimated $21.1K.
Dominion Energy made up 0.2% of Navalign LLC's portfolio in Q3 2026, its #73 holding.
Navalign LLC first reported a position in Dominion Energy in Q4 2024 and has held it in 8 quarters since.
Navalign LLC's Dominion Energy position peaked at $966K in Q2 2026.
984 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Navalign LLC's 13F filing for Q3 2026, filed 9 Nov 2026.