Shelton Capital Management’s Dominion Energy D Stock Holding History

Shelton Capital Management’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	$291K	Hold	4,701	–	–	0.01%	522
2025 Q4	$275K	Hold	4,701	–	–	0.01%	524
2025 Q3	$288K	Hold	4,701	–	–	0.01%	522
2025 Q2	$266K	Hold	4,701	–	–	0.01%	534
2025 Q1	$264K	Sell	4,701 -127	-3%	-$6.99K	0.01%	536
2024 Q4	$260K	Hold	4,828	–	–	0.01%	565
2024 Q3	$279K	Sell	4,828 -302	-6%	-$16.5K	0.01%	538
2024 Q2	$251K	Sell	5,130 -2	-0%	-$102	0.01%	567
2024 Q1	$252K	Sell	5,132 -100	-2%	-$4.67K	0.01%	610
2023 Q4	$246K	Sell	5,232 -10,400	-67%	-$464K	0.01%	588
2023 Q3	$698K	Hold	15,632	–	–	0.03%	286
2023 Q2	$810K	Sell	15,632 -100	-0.6%	-$5.44K	0.03%	283
2023 Q1	$880K	Buy	15,732 +5,332	+51%	+$312K	0.04%	246
2022 Q4	$638K	Sell	10,400 -5,482	-35%	-$344K	0.07%	245
2022 Q3	$1.1M	Sell	15,882 -13,900	-47%	-$1.12M	0.05%	236
2022 Q2	$2.38M	Hold	29,782	–	–	0.11%	194
2022 Q1	$2.53M	Sell	29,782 -66	-0.2%	-$5.3K	0.09%	208
2021 Q4	$2.35M	Sell	29,848 -683	-2%	-$51.4K	0.08%	222
2021 Q3	$2.23M	Hold	30,531	–	–	0.09%	218
2021 Q2	$2.25M	Sell	30,531 -71,501	-70%	-$5.52M	0.08%	223
2021 Q1	$7.75M	Sell	102,032 -3,032	-3%	-$220K	0.27%	79
2020 Q4	$7.9M	Buy	105,064 +72,702	+225%	+$5.78M	0.36%	58
2020 Q3	$2.55M	Buy	32,362 +26,300	+434%	+$2.07M	0.11%	214
2020 Q2	$492K	Sell	6,062 -446	-7%	-$35.8K	0.03%	329
2020 Q1	$470K	Hold	6,508	–	–	0.03%	302
2019 Q4	$539K	Sell	6,508 -536	-8%	-$43.8K	0.03%	331
2019 Q3	$571K	Hold	7,044	–	–	0.03%	314
2019 Q2	$545K	Buy	7,044 +6,621	+1,565%	+$505K	0.03%	328
2019 Q1	$5.52K	Sell	423 -3,828	-90%	-$280K	0.02%	553
2018 Q4	$304K	Hold	4,251	–	–	0.02%	475
2018 Q3	$299K	Sell	4,251 -201	-5%	-$14.2K	0.02%	597
2018 Q2	$304K	Buy	4,452 +201	+5%	+$13.1K	0.02%	555
2018 Q1	$287K	Hold	4,251	–	–	0.02%	570
2017 Q4	$345K	Hold	4,251	–	–	0.02%	513
2017 Q3	$327K	Hold	4,251	–	–	0.02%	522
2017 Q2	$326K	Sell	4,251 -500	-11%	-$39.3K	0.02%	526
2017 Q1	$369K	Sell	4,751 -800	-14%	-$60.5K	0.03%	483
2016 Q4	$425K	Sell	5,551 -3,800	-41%	-$280K	0.03%	440
2016 Q3	$694K	Sell	9,351 -5,300	-36%	-$404K	0.06%	278
2016 Q2	$1.14M	Sell	14,651 -900	-6%	-$65.3K	0.1%	185
2016 Q1	$1.17M	Buy	15,551 +3,600	+30%	+$255K	0.11%	182
2015 Q4	$808K	Sell	11,951 -1,300	-10%	-$89.8K	0.08%	227
2015 Q3	$933K	Buy	13,251 +1,200	+10%	+$84.3K	0.1%	190
2015 Q2	$806K	Buy	12,051 +1,600	+15%	+$113K	0.08%	225
2015 Q1	$741K	Buy	10,451 +700	+7%	+$51.9K	0.08%	251
2014 Q4	$750K	Buy	9,751 +5,500	+129%	+$398K	0.09%	236
2014 Q3	$294K	Hold	4,251	–	–	0.04%	550
2014 Q2	$304K	Hold	4,251	–	–	0.04%	561
2014 Q1	$302K	Hold	4,251	–	–	0.04%	526
2013 Q4	$275K	Hold	4,251	–	–	0.04%	556
2013 Q3	$266K	Hold	4,251	–	–	0.04%	520
2013 Q2	$242K	Buy	+4,251	New	+$249K	0.04%	525

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

Shelton Capital Management's D Position: Q1 2026 in Review

Shelton Capital Management held its Dominion Energy (D) position steady in Q1 2026 at 4,701 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #522.

Shelton Capital Management first reported a position in D in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.9M in Q4 2020. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

Shelton Capital Management held 4,701 shares of Dominion Energy worth $291K as of Q1 2026.
Shelton Capital Management left its Dominion Energy share count unchanged in Q1 2026.
Dominion Energy made up 0.01% of Shelton Capital Management's portfolio in Q1 2026, its #522 holding.
Shelton Capital Management first reported a position in Dominion Energy in Q2 2013 and has held it in 52 quarters since.
Shelton Capital Management's Dominion Energy position peaked at $7.9M in Q4 2020.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.