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Stokes Family Office’s Dominion Energy D Stock Holding History

Stokes Family Office’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 		$430K Sell
6,954
-49
-0.7% -$3.03K 0.04% 200
2025
Q4 		$410K Sell
7,003
-20
-0.3% -$1.21K 0.04% 216
2025
Q3 		$430K Buy
7,023
+21
+0.3% +$1.25K 0.04% 193
2025
Q2 		$396K Hold
7,002
– – 0.04% 179
2025
Q1 		$393K Buy
7,002
+20
+0.3% +$1.1K 0.04% 178
2024
Q4 		$376K Sell
6,982
-704
-9% -$40.2K 0.04% 185
2024
Q3 		$444K Buy
7,686
+2,393
+45% +$131K 0.05% 165
2024
Q2 		$259K Buy
5,293
+350
+7% +$17.8K 0.03% 196
2024
Q1 		$243K Buy
4,943
+8
+0.2% +$374 0.03% 204
2023
Q4 		$232K Sell
4,935
-12
-0.2% -$536 0.03% 194
2023
Q3 		$221K Sell
4,947
-4,234
-46% -$210K 0.03% 290
2023
Q2 		$475K Sell
9,181
-34
-0.4% -$1.85K 0.05% 183
2023
Q1 		$515K Buy
9,215
+67
+0.7% +$3.92K 0.06% 165
2022
Q4 		$561K Sell
9,148
-719
-7% -$45.2K 0.07% 151
2022
Q3 		$682K Sell
9,867
-113
-1% -$9.12K 0.1% 130
2022
Q2 		$797K Buy
9,980
+42
+0.4% +$3.47K 0.11% 123
2022
Q1 		$844K Buy
9,938
+192
+2% +$15.4K 0.11% 117
2021
Q4 		$766K Buy
9,746
+724
+8% +$54.5K 0.1% 123
2021
Q3 		$659K Buy
9,022
+79
+0.9% +$6.02K 0.09% 125
2021
Q2 		$658K Buy
8,943
+11
+0.1% +$849 0.09% 122
2021
Q1 		$678K Buy
8,932
+428
+5% +$31.1K 0.11% 112
2020
Q4 		$639K Buy
8,504
+69
+0.8% +$5.48K 0.13% 104
2020
Q3 		$666K Buy
8,435
+131
+2% +$10.3K 0.15% 97
2020
Q2 		$674K Buy
8,304
+83
+1% +$6.66K 0.17% 90
2020
Q1 		$593K Buy
8,221
+511
+7% +$41.7K 0.16% 86
2019
Q4 		$639K Buy
+7,710
New +$630K 0.14% 89

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

Stokes Family Office's D Position: Q1 2026 in Review

Stokes Family Office reduced its Dominion Energy (D) stake by 0.7% in Q1 2026, selling an estimated $3.03K and leaving 6,954 shares worth $430K. The position accounts for 0.04% of the portfolio, ranked #200.

Stokes Family Office first reported a position in D in Q4 2019 and has held it in 26 quarters since. The position peaked at $844K in Q1 2022. 1,476 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Stokes Family Office held 6,954 shares of Dominion Energy worth $430K as of Q1 2026.
  • Stokes Family Office sold 49 Dominion Energy shares in Q1 2026, an estimated $3.03K.
  • Dominion Energy made up 0.04% of Stokes Family Office's portfolio in Q1 2026, its #200 holding.
  • Stokes Family Office first reported a position in Dominion Energy in Q4 2019 and has held it in 26 quarters since.
  • Stokes Family Office's Dominion Energy position peaked at $844K in Q1 2022.
  • 1,476 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.