Quattro Advisors’s Dominion Energy D Stock Holding History

Quattro 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	–	Sell	-125	Closed	-$7.33K	–	165
2025 Q4	$7.33K	Buy	+125	New	+$7.53K	0.01%	258

Other funds holding D

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

Quattro Advisors's D Position: Q1 2026 in Review

Quattro Advisors sold out of Dominion Energy (D) in Q1 2026, closing a stake of 125 shares — an estimated $7.33K sold.

Quattro Advisors first reported a position in D in Q4 2025 and held it in 1 quarter. The position peaked at $7.33K in Q4 2025. 1,486 funds tracked by Wall St. Rank hold D as of Q1 2026.

Quattro Advisors reported no remaining Dominion Energy position as of Q1 2026 after selling out during the quarter.
Quattro Advisors sold 125 Dominion Energy shares in Q1 2026, an estimated $7.33K.
Quattro Advisors first reported a position in Dominion Energy in Q4 2025 and held it in 1 quarter.
Quattro Advisors's Dominion Energy position peaked at $7.33K in Q4 2025.
1,486 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Quattro Advisors's 13F filing for Q1 2026, filed 15 May 2026.