Sage Mountain Advisors’s Dominion Energy D Stock Holding History

Sage Mountain 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	-9,118	Closed	-$534K	–	362
2025 Q4	$534K	Buy	+9,118	New	+$549K	0.03%	259
2025 Q3	–	Sell	-5,100	Closed	-$288K	–	555
2025 Q2	$288K	Buy	+5,100	New	+$279K	0.02%	335
2025 Q1	–	Sell	-4,630	Closed	-$249K	–	498
2024 Q4	$249K	Sell	4,630 -31	-0.7%	-$1.77K	0.02%	335
2024 Q3	$269K	Buy	4,661 +136	+3%	+$7.43K	0.02%	306
2024 Q2	$222K	Buy	+4,525	New	+$231K	0.02%	317

Other funds holding D

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sage Mountain Advisors's D Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Dominion Energy (D) in Q1 2026, closing a stake of 9,118 shares — an estimated $534K sold.

Sage Mountain Advisors first reported a position in D in Q2 2024 and held it in 5 quarters. The position peaked at $534K in Q4 2025. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

Sage Mountain Advisors reported no remaining Dominion Energy position as of Q1 2026 after selling out during the quarter.
Sage Mountain Advisors sold 9,118 Dominion Energy shares in Q1 2026, an estimated $534K.
Sage Mountain Advisors first reported a position in Dominion Energy in Q2 2024 and held it in 5 quarters.
Sage Mountain Advisors's Dominion Energy position peaked at $534K in Q4 2025.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.