NAG
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Northstar Advisory Group’s Dominion Energy D Stock Holding History

Northstar Advisory Group’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
-4,267
Closed -$250K – 121
2025
Q4 		$250K Sell
4,267
-32,987
-89% -$1.99M 0.09% 99
2025
Q3 		$2.28M Buy
37,254
+31,697
+570% +$1.88M 0.93% 34
2025
Q2 		$314K Sell
5,557
-180
-3% -$9.86K 0.15% 85
2025
Q1 		$322K Buy
5,737
+180
+3% +$9.9K 0.21% 80
2024
Q4 		$299K Sell
5,557
-32
-0.6% -$1.82K 0.15% 86
2024
Q3 		$323K Buy
5,589
+29
+0.5% +$1.58K 0.17% 82
2024
Q2 		$272K Buy
+5,560
New +$283K 0.16% 82
2022
Q3 		– Sell
-2,632
Closed -$210K – 84
2022
Q2 		$210K Buy
2,632
+53
+2% +$4.38K 0.16% 78
2022
Q1 		$219K Buy
+2,579
New +$207K 0.14% 98

Other funds holding D

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northstar Advisory Group's D Position: Q1 2026 in Review

Northstar Advisory Group sold out of Dominion Energy (D) in Q1 2026, closing a stake of 4,267 shares — an estimated $250K sold.

Northstar Advisory Group first reported a position in D in Q1 2022 and held it in 9 quarters. The position peaked at $2.28M in Q3 2025. 1,476 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Northstar Advisory Group reported no remaining Dominion Energy position as of Q1 2026 after selling out during the quarter.
  • Northstar Advisory Group sold 4,267 Dominion Energy shares in Q1 2026, an estimated $250K.
  • Northstar Advisory Group first reported a position in Dominion Energy in Q1 2022 and held it in 9 quarters.
  • Northstar Advisory Group's Dominion Energy position peaked at $2.28M in Q3 2025.
  • 1,476 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Northstar Advisory Group's 13F filing for Q1 2026, filed 8 Apr 2026.