Alan B. Lancz & Associates’s Dominion Energy D Stock Holding History

Alan B. Lancz & Associates’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
2025 Q2	–	Sell	-8,392	Closed	-$471K	–	129
2025 Q1	$471K	Hold	8,392	–	–	0.5%	54
2024 Q4	$452K	Sell	8,392 -150	-2%	-$8.56K	0.46%	55
2024 Q3	$494K	Hold	8,542	–	–	0.45%	57
2024 Q2	$419K	Buy	+8,542	New	+$435K	0.41%	64
2023 Q4	$452K	Sell	9,611 -802	-8%	-$35.8K	0.47%	56
2023 Q3	$465K	Sell	10,413 -802	-7%	-$39.8K	0.53%	49
2023 Q2	$581K	Sell	11,215 -199	-2%	-$10.8K	0.62%	40
2023 Q1	$638K	Hold	11,414	–	–	0.66%	34
2022 Q4	$718K	Hold	11,414	–	–	0.73%	32
2022 Q3	$789K	Hold	11,414	–	–	0.94%	25
2022 Q2	$936K	Sell	11,414 -802	-7%	-$66.2K	0.93%	24
2022 Q1	$1.04M	Hold	12,216	–	–	0.92%	24
2021 Q4	$960K	Buy	+12,216	New	+$919K	0.84%	24

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Alan B. Lancz & Associates's D Position: Q2 2025 in Review

Alan B. Lancz & Associates sold out of Dominion Energy (D) in Q2 2025, closing a stake of 8,392 shares — an estimated $471K sold.

Alan B. Lancz & Associates first reported a position in D in Q4 2021 and held it in 13 quarters. The position peaked at $1.04M in Q1 2022. 1,350 funds tracked by Wall St. Rank hold D as of Q2 2025.

Alan B. Lancz & Associates reported no remaining Dominion Energy position as of Q2 2025 after selling out during the quarter.
Alan B. Lancz & Associates sold 8,392 Dominion Energy shares in Q2 2025, an estimated $471K.
Alan B. Lancz & Associates first reported a position in Dominion Energy in Q4 2021 and held it in 13 quarters.
Alan B. Lancz & Associates's Dominion Energy position peaked at $1.04M in Q1 2022.
1,350 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2025.

Based on Alan B. Lancz & Associates's 13F filing for Q2 2025, filed 30 Jul 2025.