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Waverly Advisors’s Dominion Energy D Stock Holding History

Waverly 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
Q1 		$6.1M Buy
98,748
+1,866
+2% +$115K 0.05% 361
2025
Q4 		$5.68M Buy
96,882
+75,781
+359% +$4.57M 0.05% 347
2025
Q3 		$1.29M Buy
21,101
+2,963
+16% +$176K 0.01% 586
2025
Q2 		$1.03M Buy
18,138
+748
+4% +$41K 0.01% 612
2025
Q1 		$975K Buy
17,390
+2,606
+18% +$143K 0.01% 611
2024
Q4 		$796K Buy
14,784
+392
+3% +$22.4K 0.01% 570
2024
Q3 		$832K Buy
14,392
+25
+0.2% +$1.37K 0.02% 475
2024
Q2 		$704K Buy
14,367
+8,750
+156% +$446K 0.01% 500
2024
Q1 		$276K Buy
+5,617
New +$262K 0.01% 592
2014
Q4 		– Sell
-5,295
Closed -$366K – 483
2014
Q3 		$366K Hold
5,295
– – 0.2% 69
2014
Q2 		$379K Sell
5,295
-878
-14% -$61.6K 0.16% 74
2014
Q1 		$438K Buy
6,173
+536
+10% +$36.6K 0.2% 51
2013
Q4 		$365K Buy
5,637
+5,380
+2,093% +$346K 0.13% 93
2013
Q3 		$16K Buy
+257
New +$15.2K 0.01% 383

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

Waverly Advisors's D Position: Q1 2026 in Review

Waverly Advisors increased its Dominion Energy (D) stake by 1.9% in Q1 2026, buying an estimated $115K and bringing the position to 98,748 shares worth $6.1M. The position accounts for 0.05% of the portfolio, ranked #361.

Waverly Advisors first reported a position in D in Q3 2013 and has held it in 14 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Waverly Advisors held 98,748 shares of Dominion Energy worth $6.1M as of Q1 2026.
  • Waverly Advisors bought 1,866 Dominion Energy shares in Q1 2026, an estimated $115K.
  • Dominion Energy made up 0.05% of Waverly Advisors's portfolio in Q1 2026, its #361 holding.
  • Waverly Advisors first reported a position in Dominion Energy in Q3 2013 and has held it in 14 quarters since.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.