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Savvy Advisors Inc’s Dominion Energy D Stock Holding History

Savvy Advisors Inc’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 		$854K Buy
13,813
+1,363
+11% +$84.2K 0.02% 477
2025
Q4 		$729K Buy
12,450
+3,290
+36% +$198K 0.02% 446
2025
Q3 		$560K Buy
+9,160
New +$545K 0.03% 401

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

Savvy Advisors Inc's D Position: Q1 2026 in Review

Savvy Advisors Inc increased its Dominion Energy (D) stake by 11% in Q1 2026, buying an estimated $84.2K and bringing the position to 13,813 shares worth $854K. The position accounts for 0.02% of the portfolio, ranked #477.

Savvy Advisors Inc first reported a position in D in Q3 2025 and has held it in 3 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Savvy Advisors Inc held 13,813 shares of Dominion Energy worth $854K as of Q1 2026.
  • Savvy Advisors Inc bought 1,363 Dominion Energy shares in Q1 2026, an estimated $84.2K.
  • Dominion Energy made up 0.02% of Savvy Advisors Inc's portfolio in Q1 2026, its #477 holding.
  • Savvy Advisors Inc first reported a position in Dominion Energy in Q3 2025 and has held it in 3 quarters since.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

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