Sharp Financial Services’s Dominion Energy D Stock Holding History

Sharp Financial Services’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	$650K	Buy	10,516 +4,691	+81%	+$290K	0.32%	43
2025 Q4	$341K	Buy	5,825 +1,771	+44%	+$107K	0.17%	83
2025 Q3	$248K	Sell	4,054 -6,525	-62%	-$388K	0.13%	94
2025 Q2	$598K	Sell	10,579 -575	-5%	-$31.5K	0.39%	36
2025 Q1	$625K	Buy	11,154 +604	+6%	+$33.2K	0.48%	31
2024 Q4	$568K	Buy	10,550 +2,450	+30%	+$140K	0.43%	36
2024 Q3	$468K	Sell	8,100 -450	-5%	-$24.6K	0.36%	48
2024 Q2	$419K	Buy	+8,550	New	+$436K	0.36%	51

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

Sharp Financial Services's D Position: Q1 2026 in Review

Sharp Financial Services increased its Dominion Energy (D) stake by 81% in Q1 2026, buying an estimated $290K and bringing the position to 10,516 shares worth $650K. The position accounts for 0.32% of the portfolio, ranked #43.

Sharp Financial Services 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.

Sharp Financial Services held 10,516 shares of Dominion Energy worth $650K as of Q1 2026.
Sharp Financial Services bought 4,691 Dominion Energy shares in Q1 2026, an estimated $290K.
Dominion Energy made up 0.32% of Sharp Financial Services's portfolio in Q1 2026, its #43 holding.
Sharp Financial Services 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 Sharp Financial Services's 13F filing for Q1 2026, filed 27 Apr 2026.