PA
D icon

Pinnacle Associates’s Dominion Energy D Stock Holding History

Pinnacle Associates’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 		$3.85M Buy
62,231
+2,333
+4% +$144K 0.05% 299
2025
Q4 		$3.51M Sell
59,898
-4,404
-7% -$265K 0.05% 302
2025
Q3 		$3.93M Sell
64,302
-620
-1% -$36.9K 0.05% 281
2025
Q2 		$3.67M Buy
64,922
+2
+0% +$110 0.05% 284
2025
Q1 		$3.64M Buy
64,920
+32,823
+102% +$1.81M 0.05% 281
2024
Q4 		$1.73M Buy
32,097
+2,495
+8% +$142K 0.02% 392
2024
Q3 		$1.39M Buy
29,602
+1,686
+6% +$92.1K 0.02% 410
2024
Q2 		$1.37M Buy
27,916
+558
+2% +$28.4K 0.02% 415
2024
Q1 		$1.35M Sell
27,358
-2,244
-8% -$105K 0.02% 432
2023
Q4 		$1.39M Sell
29,602
-3,860
-12% -$172K 0.02% 416
2023
Q3 		$1.49M Sell
33,462
-6,340
-16% -$315K 0.03% 398
2023
Q2 		$2.06M Buy
39,802
+7,398
+23% +$402K 0.04% 354
2023
Q1 		$1.81M Sell
32,404
-1,427
-4% -$83.5K 0.04% 318
2022
Q4 		$2.07M Sell
33,831
-297
-0.9% -$18.7K 0.05% 296
2022
Q3 		$2.36M Buy
34,128
+1,063
+3% +$85.8K 0.05% 270
2022
Q2 		$2.64M Sell
33,065
-1,173
-3% -$96.9K 0.06% 272
2022
Q1 		$2.91M Sell
34,238
-2,062
-6% -$166K 0.05% 285
2021
Q4 		$2.85M Buy
36,300
+128
+0.4% +$9.63K 0.05% 292
2021
Q3 		$2.64M Sell
36,172
-1,904
-5% -$145K 0.05% 297
2021
Q2 		$2.8M Sell
38,076
-3,387
-8% -$261K 0.05% 294
2021
Q1 		$3.15M Sell
41,463
-10,487
-20% -$762K 0.06% 267
2020
Q4 		$3.91M Sell
51,950
-2,839
-5% -$226K 0.08% 227
2020
Q3 		$4.33M Buy
54,789
+1,841
+3% +$145K 0.1% 197
2020
Q2 		$4.3M Buy
52,948
+6,273
+13% +$503K 0.11% 193
2020
Q1 		$3.37M Buy
46,675
+3,652
+8% +$298K 0.1% 200
2019
Q4 		$3.56M Buy
43,023
+1,921
+5% +$157K 0.08% 238
2019
Q3 		$3.33M Buy
41,102
+2,293
+6% +$177K 0.08% 240
2019
Q2 		$3M Buy
38,809
+349
+0.9% +$26.6K 0.07% 259
2019
Q1 		$2.95M Buy
38,460
+2,600
+7% +$190K 0.07% 262
2018
Q4 		$2.56M Buy
35,860
+1,020
+3% +$74.5K 0.07% 264
2018
Q3 		$2.45M Buy
34,840
+7,095
+26% +$502K 0.05% 286
2018
Q2 		$1.89M Buy
27,745
+21,614
+353% +$1.41M 0.04% 313
2018
Q1 		$413K Buy
6,131
+641
+12% +$47.3K 0.01% 528
2017
Q4 		$445K Hold
5,490
– – 0.01% 511
2017
Q3 		$422K Sell
5,490
-50
-0.9% -$3.89K 0.01% 520
2017
Q2 		$425K Sell
5,540
-267
-5% -$21K 0.01% 521
2017
Q1 		$450K Buy
5,807
+48
+0.8% +$3.63K 0.01% 504
2016
Q4 		$441K Hold
5,759
– – 0.01% 499
2016
Q3 		$428K Hold
5,759
– – 0.01% 492
2016
Q2 		$449K Buy
5,759
+75
+1% +$5.44K 0.01% 480
2016
Q1 		$427K Sell
5,684
-625
-10% -$44.2K 0.01% 480
2015
Q4 		$427K Buy
6,309
+30
+0.5% +$2.07K 0.01% 476
2015
Q3 		$442K Buy
6,279
+48
+0.8% +$3.37K 0.01% 471
2015
Q2 		$417K Sell
6,231
-100
-2% -$7.04K 0.01% 491
2015
Q1 		$449K Sell
6,331
-345
-5% -$25.6K 0.01% 475
2014
Q4 		$513K Hold
6,676
– – 0.01% 459
2014
Q3 		$461K Sell
6,676
-100
-1% -$6.9K 0.01% 471
2014
Q2 		$485K Sell
6,776
-3,975
-37% -$279K 0.01% 466
2014
Q1 		$763K Hold
10,751
– – 0.01% 384
2013
Q4 		$695K Hold
10,751
– – 0.01% 408
2013
Q3 		$672K Sell
10,751
-201
-2% -$11.9K 0.01% 402
2013
Q2 		$622K Buy
+10,952
New +$642K 0.01% 393

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

Pinnacle Associates's D Position: Q1 2026 in Review

Pinnacle Associates increased its Dominion Energy (D) stake by 3.9% in Q1 2026, buying an estimated $144K and bringing the position to 62,231 shares worth $3.85M. The position accounts for 0.05% of the portfolio, ranked #299.

Pinnacle Associates first reported a position in D in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.33M in Q3 2020. 1,476 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Pinnacle Associates held 62,231 shares of Dominion Energy worth $3.85M as of Q1 2026.
  • Pinnacle Associates bought 2,333 Dominion Energy shares in Q1 2026, an estimated $144K.
  • Dominion Energy made up 0.05% of Pinnacle Associates's portfolio in Q1 2026, its #299 holding.
  • Pinnacle Associates first reported a position in Dominion Energy in Q2 2013 and has held it in 52 quarters since.
  • Pinnacle Associates's Dominion Energy position peaked at $4.33M in Q3 2020.
  • 1,476 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.