D

LQAI · Exit · 1d

Dominion Energy's weight within LQAI displayed a distinct pattern, gradually increasing from 0.46% to 0.48% over the first week of June before a complete removal to 0.00% on June 9th. This initial accumulation occurred as the stock's price approached 97% of its 52-week high, having delivered a 30-day return of 5.3%, suggesting the Qraft AI initially favored its recent price action. However, LQAI’s strategy, defined as a core large-cap approach without heavy factor tilt, indicates the AI balances various considerations beyond pure momentum. The sudden divestment, despite the stock’s healthy revenue growth and ROE, signals that at this elevated price point, the AI’s ranking algorithm determined Dominion Energy no longer met the relative selection criteria for the ~100-stock portfolio, triggering its immediate exit.

weight 0.470% → 0 (exited)·stock up 7.0% in the 30 days before

Jun 9·entry $66.25·now $70.36

LQAI · Weight decrease · 2d

Dominion Energy’s financial profile, featuring a PER of 19.76 and a PBR of 1.72 alongside 19.38% revenue growth and 10.44% ROE, positions it within the US large-cap core universe LQAI targets, reflecting a balance of valuation and growth characteristics for the Qraft AI selection engine. As LQAI’s manager, the Qraft AI rebalances weekly, and its consecutive weight decrease in D from 0.4900% on May 20 to 0.4400% by June 1 aligns with the stock's current price of $64.61, sitting at 95% of its 52-week high after a 15.0% one-year return. This systematic reduction suggests the AI, which operates midway between broad exposure like QRFT and concentrated momentum like AMOM, may be dynamically recalibrating its allocation based on D’s sustained price appreciation and its relatively elevated position within its trading range. The Qraft AI engine's decision to trim exposure to a Utilities sector stock like Dominion Energy, despite its solid revenue growth, indicates a nuanced re-evaluation of its attractiveness at a near-peak price level.

weight 0.470% → 0.440% (-0.030 pp)·stock up 0.2% in the 30 days before

Jun 1·entry $64.61·now $70.36

LQAI · Weight decrease · 2d

Dominion Energy Inc. currently trades at $67.28, positioning it at 99% of its 52-week high of $68.29, following one-year returns of +30.8% and +11.5% over 90 days. LQAI, which employs the Qraft AI engine for weekly rebalancing across a US large-cap core universe, balances broad market exposure with responsiveness to data-driven signals. This consistent upward price trajectory for D, particularly as it approached its annual peak, likely prompted the AI's re-evaluation of the stock's future relative attractiveness, even considering the company's 19.38% revenue growth and 10.44% ROE. Consequently, the consecutive weight decrease from 0.51% to 0.47% observed in LQAI's portfolio over several weekly rebalances suggests the Qraft AI model identified diminishing relative upside or increased valuation concerns for D at its elevated price level.

weight 0.490% → 0.470% (-0.020 pp)·stock up 7.5% in the 30 days before

May 26·entry $67.28·now $70.36

AIVL · Exit · 1d

The D DOMINION ENERGY INC position within AIVL remained largely stable, with minor fluctuations, before a complete removal on June 1, indicative of a periodic rebalancing event for the fund. This action aligns with AIVL's AI-driven approach, which screens for genuine value stocks and seeks to avoid value traps, especially as D’s price had climbed to 97% of its 52-week high, posting an 8.8% return in the prior 30 days. The AI's continuous evaluation of fundamentals alongside valuation metrics like the 19.53 PER likely identified that D, despite its 10.44% ROE, no longer presented a compelling value proposition within its pre-filtered US value universe. As D’s valuation expanded due to its upward price trajectory, the AI model determined it no longer met the strict criteria for deep value, prompting its exit during the scheduled portfolio adjustment.

weight 0.370% → 0 (exited)·stock up 0.2% in the 30 days before

Jun 1·entry $64.61·now $70.36

AIVL · Weight decrease · 4d

The AI likely reduced its weight in Dominion Energy due to detected negative short-term price momentum or a broader market shift away from defensive utility stocks, overriding its solid revenue growth and ROE within the fund's optimization strategy. For retail investors, this highlights that AI funds integrate technical analysis and macro trends alongside fundamentals, suggesting they broaden their own research to include market sentiment and risk management, rather than solely relying on a few financial ratios.

weight 0.384% → 0.363% (-0.020 pp)·stock down 1.7% in the 30 days before

May 6·entry $61.64·now $70.36

AIVL · Weight decrease · 3d

The AI likely initiated the consecutive weight decrease due to detected negative short-term price momentum or unfavorable technical signals for Dominion Energy, Inc., suggesting a tactical risk management adjustment or profit-taking despite the company's robust revenue growth and ROE for a utility. Retail investors should recognize that AI-driven ETFs prioritize dynamic, short-term portfolio adjustments, so it's vital to align any investment decision with your own long-term objectives and fundamental analysis for D, rather than merely reacting to such transient algorithmic moves.

weight 0.384% → 0.374% (-0.010 pp)·stock up 1.2% in the 30 days before

May 5·entry $62.99·now $70.36

AIVL · Weight decrease · 2d

The AI likely initiated consecutive weight decreases for Dominion Energy due to a perception of overvaluation or increasing interest rate sensitivity, even with strong recent revenue growth, suggesting a less favorable risk-reward balance. Retail investors should interpret this as a signal to carefully reassess the stock's current valuation and sector-specific sensitivities rather than solely focusing on past growth metrics.

weight 0.384% → 0.377% (-0.007 pp)·stock up 0.3% in the 30 days before

May 4·entry $62.95·now $70.36