Tucker Asset Management’s Dominion Energy D Stock Holding History

Tucker Asset 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	–	Sell	-9	Closed	-$527	–	516
2025 Q4	$527	Buy	+9	New	+$542	﹤0.01%	990
2025 Q1	–	Sell	-59	Closed	-$3.18K	–	435
2024 Q4	$3.18K	Buy	59 +24	+69%	+$1.37K	﹤0.01%	1104
2024 Q3	$2.02K	Sell	35 -56	-62%	-$3.06K	﹤0.01%	1171
2024 Q2	$4.46K	Sell	91 -293	-76%	-$14.9K	﹤0.01%	1102
2024 Q1	$18.9K	Sell	384 -56	-13%	-$2.62K	﹤0.01%	690
2023 Q4	$20.7K	Hold	440	–	–	0.01%	523
2023 Q3	$19.7K	Hold	440	–	–	0.01%	505
2023 Q2	$22.8K	Hold	440	–	–	0.01%	382
2023 Q1	$24.6K	Hold	440	–	–	0.01%	375
2022 Q4	$27.1K	Hold	440	–	–	0.01%	212
2022 Q3	$30.8K	Buy	440 +293	+199%	+$23.7K	0.01%	186
2022 Q2	$11.7K	Hold	147	–	–	﹤0.01%	230
2022 Q1	$12.5K	Buy	147 +56	+62%	+$4.5K	﹤0.01%	207
2021 Q4	$7.14K	Hold	91	–	–	﹤0.01%	276
2021 Q3	$6.91K	Hold	91	–	–	﹤0.01%	215
2021 Q2	$6.7K	Hold	91	–	–	﹤0.01%	206
2021 Q1	$6.91K	Sell	91 -12	-12%	-$872	﹤0.01%	198
2020 Q4	$7.75K	Buy	+103	New	+$8.18K	﹤0.01%	213

Other funds holding D

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tucker Asset Management's D Position: Q1 2026 in Review

Tucker Asset Management sold out of Dominion Energy (D) in Q1 2026, closing a stake of 9 shares — an estimated $527 sold.

Tucker Asset Management first reported a position in D in Q4 2020 and held it in 18 quarters. The position peaked at $30.8K in Q3 2022. 1,486 funds tracked by Wall St. Rank hold D as of Q1 2026.

Tucker Asset Management reported no remaining Dominion Energy position as of Q1 2026 after selling out during the quarter.
Tucker Asset Management sold 9 Dominion Energy shares in Q1 2026, an estimated $527.
Tucker Asset Management first reported a position in Dominion Energy in Q4 2020 and held it in 18 quarters.
Tucker Asset Management's Dominion Energy position peaked at $30.8K in Q3 2022.
1,486 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.