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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
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% +$9.51K 0.22% 77
2025
Q2 		$758K Sell
13,412
-180
-1% -$9.86K 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Navalign LLC's D Position: Q2 2026 in Review

Navalign LLC reduced its Dominion Energy (D) stake by 0.56% in Q2 2026, selling an estimated $5.2K and leaving 14,149 shares worth $966K. The position accounts for 0.23% of the portfolio, ranked #69.

Navalign LLC first reported a position in D in Q4 2024 and has held it in 7 quarters since. 936 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Navalign LLC held 14,149 shares of Dominion Energy worth $966K as of Q2 2026.
  • Navalign LLC sold 80 Dominion Energy shares in Q2 2026, an estimated $5.2K.
  • Dominion Energy made up 0.23% of Navalign LLC's portfolio in Q2 2026, its #69 holding.
  • Navalign LLC first reported a position in Dominion Energy in Q4 2024 and has held it in 7 quarters since.
  • 936 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Navalign LLC's 13F filing for Q2 2026, filed 28 Jul 2026.