Newton One Investments’s Dominion Energy D Stock Holding History

Newton One Investments’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	$9.48K	Buy	153 +1	+0.7%	+$62	﹤0.01%	103
2025 Q4	$8.88K	Buy	152 +2	+1%	+$120	﹤0.01%	103
2025 Q3	$9.17K	Buy	150 +2	+1%	+$119	﹤0.01%	102
2025 Q2	$8.38K	Buy	148 +2	+1%	+$110	﹤0.01%	104
2025 Q1	$8.21K	Buy	146 +1	+0.7%	+$55	﹤0.01%	100
2024 Q4	$7.79K	Buy	+145	New	+$8.27K	﹤0.01%	104
2024 Q3	–	Sell	-141	Closed	-$6.92K	–	53
2024 Q2	$6.92K	Buy	141 +2	+1%	+$102	﹤0.01%	98
2024 Q1	$6.86K	Buy	139 +2	+1%	+$93	﹤0.01%	99
2023 Q4	$6.46K	Buy	137 +1	+0.7%	+$45	﹤0.01%	98
2023 Q3	$6.05K	Buy	136 +2	+1%	+$99	﹤0.01%	106
2023 Q2	$6.92K	Buy	134 +2	+2%	+$109	﹤0.01%	108
2023 Q1	$7.38K	Hold	132	–	–	﹤0.01%	100
2022 Q4	$8.09K	Sell	132 -132	-50%	-$8.29K	0.01%	98
2022 Q3	$18K	Hold	264	–	–	0.01%	85
2022 Q2	$21K	Hold	264	–	–	0.02%	84
2022 Q1	$22K	Hold	264	–	–	0.02%	88
2021 Q4	$21K	Hold	264	–	–	0.01%	90
2021 Q3	$19K	Hold	264	–	–	0.01%	94
2021 Q2	$19K	Buy	+264	New	+$20.4K	0.02%	93

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

Newton One Investments's D Position: Q1 2026 in Review

Newton One Investments increased its Dominion Energy (D) stake by 0.66% in Q1 2026, buying an estimated $62 and bringing the position to 153 shares worth $9.48K. The position accounts for ﹤0.01% of the portfolio, ranked #103.

Newton One Investments first reported a position in D in Q2 2021 and has held it in 19 quarters since. The position peaked at $22K in Q1 2022. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

Newton One Investments held 153 shares of Dominion Energy worth $9.48K as of Q1 2026.
Newton One Investments bought 1 Dominion Energy share in Q1 2026, an estimated $62.
Dominion Energy made up ﹤0.01% of Newton One Investments's portfolio in Q1 2026, its #103 holding.
Newton One Investments first reported a position in Dominion Energy in Q2 2021 and has held it in 19 quarters since.
Newton One Investments's Dominion Energy position peaked at $22K in Q1 2022.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Newton One Investments's 13F filing for Q1 2026, filed 24 Apr 2026.