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S.A. Mason’s Dominion Energy D Stock Holding History

S.A. Mason’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 		$502K Buy
8,115
+2,165
+36% +$134K 0.19% 117
2025
Q4 		$349K Buy
5,950
+3,000
+102% +$181K 0.14% 146
2025
Q3 		$180K Buy
2,950
+200
+7% +$11.9K 0.08% 192
2025
Q2 		$155K Buy
2,750
+252
+10% +$13.8K 0.08% 192
2025
Q1 		$140K Hold
2,498
– – 0.07% 204
2024
Q4 		$135K Hold
2,498
– – 0.07% 203
2024
Q3 		$144K Hold
2,498
– – 0.08% 194
2024
Q2 		$122K Hold
2,498
– – 0.07% 199
2024
Q1 		$123K Buy
2,498
+100
+4% +$4.67K 0.07% 194
2023
Q4 		$113K Hold
2,398
– – 0.08% 194
2023
Q3 		$107K Sell
2,398
-8
-0.3% -$397 0.08% 194
2023
Q2 		$135K Hold
2,406
– – 0.1% 171
2023
Q1 		$135K Buy
2,406
+5
+0.2% +$293 0.1% 171
2022
Q4 		$147K Buy
2,401
+10
+0.4% +$628 0.11% 167
2022
Q3 		$165K Hold
2,391
– – 0.13% 163
2022
Q2 		$191K Buy
2,391
+43
+2% +$3.55K 0.14% 154
2022
Q1 		$200K Hold
2,348
– – 0.12% 161
2021
Q4 		$184K Hold
2,348
– – 0.11% 169
2021
Q3 		$171K Hold
2,348
– – 0.11% 164
2021
Q2 		$173K Hold
2,348
– – 0.12% 165
2021
Q1 		$178K Buy
2,348
+48
+2% +$3.49K 0.13% 160
2020
Q4 		$173K Hold
2,300
– – 0.14% 155
2020
Q3 		$182K Hold
2,300
– – 0.17% 136
2020
Q2 		$187K Hold
2,300
– – 0.2% 127
2020
Q1 		$166K Hold
2,300
– – 0.2% 120
2019
Q4 		$190K Buy
+2,300
New +$188K 0.18% 126

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

S.A. Mason's D Position: Q1 2026 in Review

S.A. Mason increased its Dominion Energy (D) stake by 36% in Q1 2026, buying an estimated $134K and bringing the position to 8,115 shares worth $502K. The position accounts for 0.19% of the portfolio, ranked #117.

S.A. Mason first reported a position in D in Q4 2019 and has held it in 26 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • S.A. Mason held 8,115 shares of Dominion Energy worth $502K as of Q1 2026.
  • S.A. Mason bought 2,165 Dominion Energy shares in Q1 2026, an estimated $134K.
  • Dominion Energy made up 0.19% of S.A. Mason's portfolio in Q1 2026, its #117 holding.
  • S.A. Mason first reported a position in Dominion Energy in Q4 2019 and has held it in 26 quarters since.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on S.A. Mason's 13F filing for Q1 2026, filed 27 Apr 2026.