D β€” Dominion Energy Inc.

Ownership history in ALBION FINANCIAL GROUP /UT  Β·  27 quarters on record

AI Ownership Summary

ALBION FINANCIAL GROUP /UT reported Dominion Energy Inc. (D) in 27 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows D at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this D ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ALBION FINANCIAL GROUP /UT's position in Dominion Energy Inc., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

D was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ALBION FINANCIAL GROUP /UT held D β€” position size vs. price
% of Fund (quarterly)    D price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 20 -180 -90.0% 0.00% $1K 2025-10-20 $60.12
2025 Q2 UNCHANGED 200 β€” 0% 0.00% $11K 2025-07-17 $55.73
2025 Q1 REDUCED 200 -558 -73.6% 0.00% $11K 2025-04-25 $50.61
2024 Q4 ADDED 758 +558 +279.0% 0.00% $41K 2025-01-17 $52.21
2024 Q3 UNCHANGED 200 β€” 0% 0.00% $12K 2024-10-09 $52.65
2024 Q2 REDUCED 200 -600 -75.0% 0.00% $10K 2024-07-10 $45.91
2024 Q1 ADDED 800 +600 +300.0% 0.00% $39K 2024-04-19 $45.42
2023 Q4 UNCHANGED 200 β€” 0% 0.00% $9K 2024-01-26 $40.94
19 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About ALBION FINANCIAL GROUP /UT and D

These are the practical questions this page is built to answer before you even open the full history table.

How long has ALBION FINANCIAL GROUP /UT reported owning D?

ALBION FINANCIAL GROUP /UT reported D across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported D position in ALBION FINANCIAL GROUP /UT's portfolio?

The largest reported portfolio weight for D was 0.00% in 2024 Q1.

What is the latest reported D position on this page?

The most recent filing on this page is 2025 Q3, when ALBION FINANCIAL GROUP /UT reported 20 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this D ownership page compare?

The chart compares ALBION FINANCIAL GROUP /UT's quarterly D portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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