Optima Capital’s Dominion Energy D Stock Holding History

Optima Capital’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	-20	Closed	-$1.17K	–	423
2025 Q4	$1.17K	Buy	+20	New	+$1.21K	﹤0.01%	905

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

Optima Capital's D Position: Q1 2026 in Review

Optima Capital sold out of Dominion Energy (D) in Q1 2026, closing a stake of 20 shares — an estimated $1.17K sold.

Optima Capital first reported a position in D in Q4 2025 and held it in 1 quarter. The position peaked at $1.17K in Q4 2025. 1,475 funds tracked by Wall St. Rank hold D as of Q1 2026.

Optima Capital reported no remaining Dominion Energy position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 20 Dominion Energy shares in Q1 2026, an estimated $1.17K.
Optima Capital first reported a position in Dominion Energy in Q4 2025 and held it in 1 quarter.
Optima Capital's Dominion Energy position peaked at $1.17K in Q4 2025.
1,475 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.