Stamos Capital Partners’s Dominion Energy D Stock Holding History

Stamos Capital Partners’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	$2.43M	Sell	39,338 -317	-0.8%	-$19.6K	0.38%	83
2025 Q4	$2.32M	Buy	39,655 +9,279	+31%	+$559K	0.37%	87
2025 Q3	$1.86M	Sell	30,376 -16,123	-35%	-$958K	0.35%	71
2025 Q2	$2.63M	Buy	46,499 +7,967	+21%	+$437K	0.47%	64
2025 Q1	$2.16M	Sell	38,532 -3,538	-8%	-$195K	0.57%	58
2024 Q4	$2.27M	Buy	42,070 +6,350	+18%	+$362K	0.53%	53
2024 Q3	$2.06M	Sell	35,720 -19,750	-36%	-$1.08M	0.49%	62
2024 Q2	$2.72M	Buy	+55,470	New	+$2.83M	0.58%	43

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

Stamos Capital Partners's D Position: Q1 2026 in Review

Stamos Capital Partners reduced its Dominion Energy (D) stake by 0.8% in Q1 2026, selling an estimated $19.6K and leaving 39,338 shares worth $2.43M. The position accounts for 0.38% of the portfolio, ranked #83.

Stamos Capital Partners first reported a position in D in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.72M in Q2 2024. 1,476 funds tracked by Wall St. Rank hold D as of Q1 2026.

Stamos Capital Partners held 39,338 shares of Dominion Energy worth $2.43M as of Q1 2026.
Stamos Capital Partners sold 317 Dominion Energy shares in Q1 2026, an estimated $19.6K.
Dominion Energy made up 0.38% of Stamos Capital Partners's portfolio in Q1 2026, its #83 holding.
Stamos Capital Partners first reported a position in Dominion Energy in Q2 2024 and has held it in 8 quarters since.
Stamos Capital Partners's Dominion Energy position peaked at $2.72M in Q2 2024.
1,476 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Stamos Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.