NorthAvenue LLC’s Dominion Energy D Stock Holding History

NorthAvenue 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 Q1	–	Sell	-9	Closed	-$528	–	296
2025 Q4	$528	Buy	+9	New	+$542	﹤0.01%	262

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

NorthAvenue LLC's D Position: Q1 2026 in Review

NorthAvenue LLC sold out of Dominion Energy (D) in Q1 2026, closing a stake of 9 shares — an estimated $528 sold.

NorthAvenue LLC first reported a position in D in Q4 2025 and held it in 1 quarter. The position peaked at $528 in Q4 2025. 1,476 funds tracked by Wall St. Rank hold D as of Q1 2026.

NorthAvenue LLC reported no remaining Dominion Energy position as of Q1 2026 after selling out during the quarter.
NorthAvenue LLC sold 9 Dominion Energy shares in Q1 2026, an estimated $528.
NorthAvenue LLC first reported a position in Dominion Energy in Q4 2025 and held it in 1 quarter.
NorthAvenue LLC's Dominion Energy position peaked at $528 in Q4 2025.
1,476 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on NorthAvenue LLC's 13F filing for Q1 2026, filed 15 Apr 2026.