Dominion Energy Inc (D) is Poised to Benefit from Data Center Expansion

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Soumya Eswaran

Wed, June 10, 2026 astatine 8:42 AM CDT 3 min read

The London Company, an concern absorption company, released its first-quarter 2026 capitalist missive for its "The London Company Income Equity Strategy". A transcript of the missive is disposable to download here. In aboriginal 2026, US equities declined, with the Russell 3000 falling 4% and the S&P posting losses. The twelvemonth began positively connected a wide rally, but sentiment reversed sharply successful March owed to the Iran conflict. Market enactment shifted to a narrow, commodity-focused assemblage benefiting energy, agriculture, and hard assets. Large-cap maturation suffered double-digit losses amid weakness successful Big Tech and AI-related concerns successful software. Sector dispersion was extreme; Energy surged implicit 35%, portion Tech dropped implicit 9%. The London Company Income Equity portfolio returned 4.4% (4.2% net) this quarter, outperforming the 2.1% emergence successful the Russell 1000 Value Index, supported by banal enactment and assemblage exposure. In this environment, the portfolio is positioned to enactment successful marketplace upside, offering diversification and quality. In addition, delight cheque the Strategy's apical 5 holdings to cognize its champion picks successful 2026.

In its first-quarter 2026 capitalist letter, The London Company Income Equity Strategy highlighted Dominion Energy, Inc. (NYSE:D). Dominion Energy, Inc. (NYSE:D) is simply a starring inferior institution that provides regulated energy and earthy state services successful the United States. On June 9, 2026, Dominion Energy, Inc. (NYSE:D) closed astatine $66.25 per share. One-month instrumentality of Dominion Energy, Inc. (NYSE:D) was 5.63%, and its shares gained 19.22% implicit the past 52 weeks. Dominion Energy, Inc. (NYSE:D) has a marketplace capitalization of $58.27 billion.

The London Company Income Equity Strategy stated the pursuing regarding Dominion Energy, Inc. (NYSE:D) successful its Q1 2026 capitalist letter:

"Increased: Dominion Energy, Inc. (NYSE:D) – Used further currency to adhd to our D position. It continues to make consistent, regulated net and should payment from semipermanent request maturation from information halfway expansion. The dividend payout remains charismatic and it is simply a antiaircraft name."

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High-voltage powerfulness lines. Electricity organisation station. precocious voltage electrical transmission tower. Distribution electrical substation with powerfulness lines and transformers.

Dominion Energy, Inc. (NYSE:D) is not connected our database of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 37 hedge money portfolios held Dominion Energy, Inc. (NYSE:D) astatine the extremity of the archetypal quarter, compared to 40 successful the erstwhile quarter. While we admit the imaginable of Dominion Energy, Inc. (NYSE:D) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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