PAG
D icon

Private Advisor Group’s Dominion Energy D Stock Holding History

Private Advisor 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
2023
Q4 		– Sell
-15,100
Closed -$6.75K – 2292
2023
Q3 		$6.75K Buy
+15,100
New +$750K ﹤0.01% 2194

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

Private Advisor Group's D Position: Q1 2026 in Review

Private Advisor Group increased its Dominion Energy (D) stake by 9.3% in Q1 2026, buying an estimated $760K and bringing the position to 144,280 shares worth $8.92M. The position accounts for 0.04% of the portfolio, ranked #437.

Private Advisor Group first reported a position in D in Q4 2013 and has held it in 50 quarters since. The position peaked at $13.1M in Q2 2019. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Private Advisor Group held 144,280 shares of Dominion Energy worth $8.92M as of Q1 2026.
  • Private Advisor Group bought 12,308 Dominion Energy shares in Q1 2026, an estimated $760K.
  • Dominion Energy made up 0.04% of Private Advisor Group's portfolio in Q1 2026, its #437 holding.
  • Private Advisor Group first reported a position in Dominion Energy in Q4 2013 and has held it in 50 quarters since.
  • Private Advisor Group's Dominion Energy position peaked at $13.1M in Q2 2019.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.