WestEnd Advisors’s Dominion Energy D Stock Holding History

WestEnd 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	$2.29K	Hold	37	–	–	﹤0.01%	144
2025 Q4	$2.17K	Sell	37 -2	-5%	-$120	﹤0.01%	154
2025 Q3	$2.39K	Buy	+39	New	+$2.32K	﹤0.01%	144
2024 Q4	–	Sell	-11	Closed	-$636	–	361
2024 Q3	$636	Hold	11	–	–	﹤0.01%	153
2024 Q2	$539	Sell	11 -2	-15%	-$102	﹤0.01%	157
2024 Q1	$639	Buy	13 +1	+8%	+$47	﹤0.01%	137
2023 Q4	$564	Sell	12 -10	-45%	-$446	﹤0.01%	148
2023 Q3	$983	Buy	+22	New	+$1.09K	﹤0.01%	111
2023 Q1	–	Sell	-18	Closed	-$1.05K	–	100
2022 Q4	$1.1K	Buy	18 +5	+38%	+$314	﹤0.01%	92
2022 Q3	$1K	Buy	13 +4	+44%	+$323	﹤0.01%	105
2022 Q2	$718	Buy	+9	New	+$743	﹤0.01%	124

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

WestEnd Advisors's D Position: Q1 2026 in Review

WestEnd Advisors held its Dominion Energy (D) position steady in Q1 2026 at 37 shares worth $2.29K. The position accounts for ﹤0.01% of the portfolio, ranked #144.

WestEnd Advisors first reported a position in D in Q2 2022 and has held it in 11 quarters since. The position peaked at $2.39K in Q3 2025. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

WestEnd Advisors held 37 shares of Dominion Energy worth $2.29K as of Q1 2026.
WestEnd Advisors left its Dominion Energy share count unchanged in Q1 2026.
Dominion Energy made up ﹤0.01% of WestEnd Advisors's portfolio in Q1 2026, its #144 holding.
WestEnd Advisors first reported a position in Dominion Energy in Q2 2022 and has held it in 11 quarters since.
WestEnd Advisors's Dominion Energy position peaked at $2.39K in Q3 2025.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on WestEnd Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.