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Strategic Advocates’s Dominion Energy D Stock Holding History

Strategic Advocates’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 		– Sell
-144
Closed -$8.51K – 343
2025
Q4 		$8.51K Buy
144
+62
+76% +$3.73K ﹤0.01% 386
2025
Q3 		$5.02K Buy
+82
New +$4.88K ﹤0.01% 408
2023
Q4 		– Sell
-5,042
Closed -$225K – 153
2023
Q3 		$225K Buy
+5,042
New +$250K 0.11% 133

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

Strategic Advocates's D Position: Q1 2026 in Review

Strategic Advocates sold out of Dominion Energy (D) in Q1 2026, closing a stake of 144 shares — an estimated $8.51K sold.

Strategic Advocates first reported a position in D in Q3 2023 and held it in 3 quarters. The position peaked at $225K in Q3 2023. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Strategic Advocates reported no remaining Dominion Energy position as of Q1 2026 after selling out during the quarter.
  • Strategic Advocates sold 144 Dominion Energy shares in Q1 2026, an estimated $8.51K.
  • Strategic Advocates first reported a position in Dominion Energy in Q3 2023 and held it in 3 quarters.
  • Strategic Advocates's Dominion Energy position peaked at $225K in Q3 2023.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.