Sittner & Nelson’s Dominion Energy D Stock Holding History

Sittner & Nelson’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	$130K	Hold	2,098	–	–	0.05%	208
2025 Q4	$131K	Hold	2,098	–	–	0.05%	197
2025 Q3	$128K	Sell	2,098 -100	-5%	-$5.95K	0.05%	179
2025 Q2	$124K	Hold	2,198	–	–	0.05%	178
2025 Q1	$123K	Sell	2,198 -350	-14%	-$19.3K	0.05%	170
2024 Q4	$137K	Hold	2,548	–	–	0.06%	149
2024 Q3	$147K	Hold	2,548	–	–	0.07%	149
2024 Q2	$125K	Hold	2,548	–	–	0.06%	145
2024 Q1	$125K	Hold	2,548	–	–	0.06%	146
2023 Q4	$120K	Hold	2,548	–	–	0.06%	143
2023 Q3	$114K	Hold	2,548	–	–	0.07%	143
2023 Q2	$132K	Hold	2,548	–	–	0.07%	135
2023 Q1	$142K	Hold	2,548	–	–	0.08%	140
2022 Q4	$156K	Hold	2,548	–	–	0.1%	132
2022 Q3	$176K	Hold	2,548	–	–	0.12%	113
2022 Q2	$203K	Hold	2,548	–	–	0.13%	102
2022 Q1	$217K	Hold	2,548	–	–	0.13%	98
2021 Q4	$200K	Sell	2,548 -37	-1%	-$2.78K	0.12%	100
2021 Q3	$189K	Hold	2,585	–	–	0.12%	97
2021 Q2	$190K	Buy	2,585 +2,184	+545%	+$169K	0.13%	91
2021 Q1	$30K	Hold	401	–	–	0.02%	208
2020 Q4	$30K	Buy	+401	New	+$31.9K	0.03%	195

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

Sittner & Nelson's D Position: Q1 2026 in Review

Sittner & Nelson held its Dominion Energy (D) position steady in Q1 2026 at 2,098 shares worth $130K. The position accounts for 0.05% of the portfolio, ranked #208.

Sittner & Nelson first reported a position in D in Q4 2020 and has held it in 22 quarters since. The position peaked at $217K in Q1 2022. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

Sittner & Nelson held 2,098 shares of Dominion Energy worth $130K as of Q1 2026.
Sittner & Nelson left its Dominion Energy share count unchanged in Q1 2026.
Dominion Energy made up 0.05% of Sittner & Nelson's portfolio in Q1 2026, its #208 holding.
Sittner & Nelson first reported a position in Dominion Energy in Q4 2020 and has held it in 22 quarters since.
Sittner & Nelson's Dominion Energy position peaked at $217K in Q1 2022.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.