Smith Group Asset Management’s Dominion Energy D Stock Holding History

Smith Group 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	$396K	Hold	6,400	–	–	0.02%	149
2025 Q4	$375K	Hold	6,400	–	–	0.02%	153
2025 Q3	$391K	Hold	6,400	–	–	0.02%	143
2025 Q2	$362K	Hold	6,400	–	–	0.02%	145
2025 Q1	$359K	Sell	6,400 -400	-6%	-$22K	0.03%	162
2024 Q4	$366K	Buy	+6,800	New	+$388K	0.03%	163
2022 Q1	$34K	Hold	400	–	–	﹤0.01%	208
2021 Q4	$31K	Hold	400	–	–	﹤0.01%	217
2021 Q3	$29K	Hold	400	–	–	﹤0.01%	208
2021 Q2	$29K	Buy	+400	New	+$30.9K	﹤0.01%	203

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

Smith Group Asset Management's D Position: Q1 2026 in Review

Smith Group Asset Management held its Dominion Energy (D) position steady in Q1 2026 at 6,400 shares worth $396K. The position accounts for 0.02% of the portfolio, ranked #149.

Smith Group Asset Management first reported a position in D in Q2 2021 and has held it in 10 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

Smith Group Asset Management held 6,400 shares of Dominion Energy worth $396K as of Q1 2026.
Smith Group Asset Management left its Dominion Energy share count unchanged in Q1 2026.
Dominion Energy made up 0.02% of Smith Group Asset Management's portfolio in Q1 2026, its #149 holding.
Smith Group Asset Management first reported a position in Dominion Energy in Q2 2021 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 Smith Group Asset Management's 13F filing for Q1 2026, filed 18 May 2026.