SGCA
D icon

Steel Grove Capital Advisors’s Dominion Energy D Stock Holding History

Steel Grove Capital Advisors’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
Q2 		$1.9M Buy
27,876
+297
+1% +$19.3K 0.18% 67
2026
Q1 		$1.7M Buy
+27,579
New +$1.7M 0.18% 69
2019
Q1 		– Sell
-6,558
Closed -$469K – 156
2018
Q4 		$469K Sell
6,558
-414
-6% -$30.3K 0.07% 204
2018
Q3 		$490K Sell
6,972
-376
-5% -$26.6K 0.07% 206
2018
Q2 		$501K Sell
7,348
-4,908
-40% -$320K 0.08% 192
2018
Q1 		$826K Sell
12,256
-404
-3% -$29.8K 0.13% 154
2017
Q4 		$1.03M Buy
12,660
+6,769
+115% +$548K 0.15% 123
2017
Q3 		$453K Sell
5,891
-2,083
-26% -$162K 0.08% 172
2017
Q2 		$611K Buy
7,974
+797
+11% +$62.6K 0.11% 152
2017
Q1 		$557K Buy
+7,177
New +$543K 0.1% 157

Other funds holding D

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Steel Grove Capital Advisors's D Position: Q2 2026 in Review

Steel Grove Capital Advisors increased its Dominion Energy (D) stake by 1.1% in Q2 2026, buying an estimated $19.3K and bringing the position to 27,876 shares worth $1.9M. The position accounts for 0.18% of the portfolio, ranked #67.

Steel Grove Capital Advisors first reported a position in D in Q1 2017 and has held it in 10 quarters since. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Steel Grove Capital Advisors held 27,876 shares of Dominion Energy worth $1.9M as of Q2 2026.
  • Steel Grove Capital Advisors bought 297 Dominion Energy shares in Q2 2026, an estimated $19.3K.
  • Dominion Energy made up 0.18% of Steel Grove Capital Advisors's portfolio in Q2 2026, its #67 holding.
  • Steel Grove Capital Advisors first reported a position in Dominion Energy in Q1 2017 and has held it in 10 quarters since.
  • 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.