Stone House Investment Management’s Dominion Energy D Stock Holding History

Stone House Investment 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	$36.7K	Buy	593 +561	+1,753%	+$34.7K	0.01%	213
2025 Q4	$1.88K	Buy	32 +3	+10%	+$181	﹤0.01%	563
2025 Q3	$1.77K	Buy	29 +9	+45%	+$535	﹤0.01%	504
2025 Q2	$1.13K	Hold	20	–	–	﹤0.01%	445
2025 Q1	$1.12K	Buy	+20	New	+$1.1K	﹤0.01%	407
2024 Q4	–	Sell	-20	Closed	-$1.16K	–	129
2024 Q3	$1.16K	Hold	20	–	–	﹤0.01%	351
2024 Q2	$980	Buy	+20	New	+$1.02K	﹤0.01%	359
2019 Q2	–	Sell	-659	Closed	-$51K	–	65
2019 Q1	$51K	Buy	+659	New	+$48.1K	0.03%	91

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

Stone House Investment Management's D Position: Q1 2026 in Review

Stone House Investment Management increased its Dominion Energy (D) stake by 1,753% in Q1 2026, buying an estimated $34.7K and bringing the position to 593 shares worth $36.7K. The position accounts for 0.01% of the portfolio, ranked #213.

Stone House Investment Management first reported a position in D in Q1 2019 and has held it in 8 quarters since. The position peaked at $51K in Q1 2019. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

Stone House Investment Management held 593 shares of Dominion Energy worth $36.7K as of Q1 2026.
Stone House Investment Management bought 561 Dominion Energy shares in Q1 2026, an estimated $34.7K.
Dominion Energy made up 0.01% of Stone House Investment Management's portfolio in Q1 2026, its #213 holding.
Stone House Investment Management first reported a position in Dominion Energy in Q1 2019 and has held it in 8 quarters since.
Stone House Investment Management's Dominion Energy position peaked at $51K in Q1 2019.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.