Sanctuary Advisors’s Dominion Energy D Stock Holding History

Sanctuary 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	$12.6M	Buy	203,949 +8,108	+4%	+$501K	0.07%	316
2025 Q4	$11.5M	Buy	195,841 +988	+0.5%	+$59.5K	0.06%	311
2025 Q3	$11.9M	Sell	194,853 -508	-0.3%	-$30.2K	0.07%	292
2025 Q2	$11M	Buy	195,361 +22,475	+13%	+$1.23M	0.07%	294
2025 Q1	$9.69M	Sell	172,886 -2,716	-2%	-$149K	0.07%	296
2024 Q4	$9.8M	Buy	175,602 +9,797	+6%	+$559K	0.06%	314
2024 Q3	$9.64M	Buy	165,805 +15,284	+10%	+$835K	0.06%	319
2024 Q2	$7.59M	Buy	+150,521	New	+$7.67M	0.06%	339

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

Sanctuary Advisors's D Position: Q1 2026 in Review

Sanctuary Advisors increased its Dominion Energy (D) stake by 4.1% in Q1 2026, buying an estimated $501K and bringing the position to 203,949 shares worth $12.6M. The position accounts for 0.07% of the portfolio, ranked #316.

Sanctuary Advisors first reported a position in D in Q2 2024 and has held it in 8 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

Sanctuary Advisors held 203,949 shares of Dominion Energy worth $12.6M as of Q1 2026.
Sanctuary Advisors bought 8,108 Dominion Energy shares in Q1 2026, an estimated $501K.
Dominion Energy made up 0.07% of Sanctuary Advisors's portfolio in Q1 2026, its #316 holding.
Sanctuary Advisors first reported a position in Dominion Energy in Q2 2024 and has held it in 8 quarters since.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.