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Smartleaf Asset Management’s Dominion Energy D Stock Holding History

Smartleaf Asset 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 		$720K Buy
11,635
+242
+2% +$14.9K 0.03% 459
2025
Q4 		$673K Buy
11,393
+1,032
+10% +$62.2K 0.03% 464
2025
Q3 		$631K Buy
10,361
+4,526
+78% +$269K 0.04% 429
2025
Q2 		$326K Sell
5,835
-640
-10% -$35.1K 0.03% 463
2025
Q1 		$356K Buy
6,475
+79
+1% +$4.34K 0.03% 434
2024
Q4 		$345K Buy
6,396
+1,241
+24% +$70.8K 0.04% 410
2024
Q3 		$295K Buy
5,155
+2,051
+66% +$112K 0.04% 389
2024
Q2 		$154K Buy
3,104
+735
+31% +$37.4K 0.03% 451
2024
Q1 		$115K Buy
2,369
+1,800
+316% +$84.1K 0.02% 484
2023
Q4 		$23.8K Buy
+569
New +$25.4K 0.01% 650

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

Smartleaf Asset Management's D Position: Q1 2026 in Review

Smartleaf Asset Management increased its Dominion Energy (D) stake by 2.1% in Q1 2026, buying an estimated $14.9K and bringing the position to 11,635 shares worth $720K. The position accounts for 0.03% of the portfolio, ranked #459.

Smartleaf Asset Management first reported a position in D in Q4 2023 and has held it in 10 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Smartleaf Asset Management held 11,635 shares of Dominion Energy worth $720K as of Q1 2026.
  • Smartleaf Asset Management bought 242 Dominion Energy shares in Q1 2026, an estimated $14.9K.
  • Dominion Energy made up 0.03% of Smartleaf Asset Management's portfolio in Q1 2026, its #459 holding.
  • Smartleaf Asset Management first reported a position in Dominion Energy in Q4 2023 and has held it in 10 quarters since.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

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