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 Q2	$219K	Sell	3,210 -3,191	-50%	-$207K	0.01%	868
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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pallas Capital Advisors's D Position: Q2 2026 in Review

Pallas Capital Advisors reduced its Dominion Energy (D) stake by 50% in Q2 2026, selling an estimated $207K and leaving 3,210 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #868.

Pallas Capital Advisors first reported a position in D in Q2 2021 and has held it in 9 quarters since. The position peaked at $715K in Q3 2025. 1,553 funds tracked by Wall St. Rank hold D as of Q2 2026.

Pallas Capital Advisors held 3,210 shares of Dominion Energy worth $219K as of Q2 2026.
Pallas Capital Advisors sold 3,191 Dominion Energy shares in Q2 2026, an estimated $207K.
Dominion Energy made up 0.01% of Pallas Capital Advisors's portfolio in Q2 2026, its #868 holding.
Pallas Capital Advisors first reported a position in Dominion Energy in Q2 2021 and has held it in 9 quarters since.
Pallas Capital Advisors's Dominion Energy position peaked at $715K in Q3 2025.
1,553 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.