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

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Private Advisor Group's D Position: Q2 2026 in Review

Private Advisor Group reduced its Dominion Energy (D) stake by 34% in Q2 2026, selling an estimated $3.15M and leaving 95,883 shares worth $6.55M. The position accounts for 0.03% of the portfolio, ranked #510.

Private Advisor Group first reported a position in D in Q4 2013 and has held it in 51 quarters since. The position peaked at $13.1M in Q2 2019. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Private Advisor Group held 95,883 shares of Dominion Energy worth $6.55M as of Q2 2026.
  • Private Advisor Group sold 48,397 Dominion Energy shares in Q2 2026, an estimated $3.15M.
  • Dominion Energy made up 0.03% of Private Advisor Group's portfolio in Q2 2026, its #510 holding.
  • Private Advisor Group first reported a position in Dominion Energy in Q4 2013 and has held it in 51 quarters since.
  • Private Advisor Group's Dominion Energy position peaked at $13.1M in Q2 2019.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.