Pallas Capital Advisors’s Dominion Energy D Stock Holding History

Pallas Capital Advisors’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	$396K	Sell	6,401 -4,581	-42%	-$283K	0.01%	564
2025 Q4	$643K	Sell	10,982 -713	-6%	-$43K	0.02%	465
2025 Q3	$715K	Buy	11,695 +199	+2%	+$11.8K	0.03%	420
2025 Q2	$650K	Sell	11,496 -103	-0.9%	-$5.64K	0.02%	426
2025 Q1	$650K	Buy	+11,599	New	+$638K	0.03%	399
2024 Q4	–	Sell	-5,241	Closed	-$318K	–	595
2024 Q3	$318K	Buy	+5,241	New	+$286K	0.01%	458
2021 Q4	–	Sell	-3,809	Closed	-$288K	–	360
2021 Q3	$288K	Buy	3,809 +771	+25%	+$58.8K	0.03%	311
2021 Q2	$229K	Buy	+3,038	New	+$234K	0.03%	282

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 $315B AUM 27.84% 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

Pallas Capital Advisors's D Position: Q1 2026 in Review

Pallas Capital Advisors reduced its Dominion Energy (D) stake by 42% in Q1 2026, selling an estimated $283K and leaving 6,401 shares worth $396K. The position accounts for 0.01% of the portfolio, ranked #564.

Pallas Capital Advisors first reported a position in D in Q2 2021 and has held it in 8 quarters since. The position peaked at $715K in Q3 2025. 1,476 funds tracked by Wall St. Rank hold D as of Q1 2026.

Pallas Capital Advisors held 6,401 shares of Dominion Energy worth $396K as of Q1 2026.
Pallas Capital Advisors sold 4,581 Dominion Energy shares in Q1 2026, an estimated $283K.
Dominion Energy made up 0.01% of Pallas Capital Advisors's portfolio in Q1 2026, its #564 holding.
Pallas Capital Advisors first reported a position in Dominion Energy in Q2 2021 and has held it in 8 quarters since.
Pallas Capital Advisors's Dominion Energy position peaked at $715K in Q3 2025.
1,476 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.