Aspect Partners’s Dominion Energy D Stock Holding History

Aspect Partners’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 Q3	$272K	Buy	4,499 +23	+0.5%	+$1.54K	0.1%	71
2026 Q2	$306K	Hold	4,476	–	–	0.11%	65
2026 Q1	$277K	Hold	4,476	–	–	0.11%	67
2025 Q4	$262K	Buy	4,476 +15	+0.3%	+$904	0.11%	69
2025 Q3	$273K	Hold	4,461	–	–	0.12%	68
2025 Q2	$252K	Buy	4,461 +16	+0.4%	+$877	0.12%	73
2025 Q1	$249K	Buy	4,445 +4	+0.1%	+$220	0.14%	64
2024 Q4	$239K	Buy	4,441 +3	+0.1%	+$171	0.14%	66
2024 Q3	$256K	Hold	4,438	–	–	0.14%	61
2024 Q2	$217K	Buy	4,438 +3,019	+213%	+$154K	0.13%	69
2024 Q1	$69.8K	Sell	1,419 -378	-21%	-$17.7K	0.06%	103
2023 Q4	$84.5K	Buy	+1,797	New	+$80.2K	0.05%	93

Other funds holding D

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Aspect Partners's D Position: Q3 2026 in Review

Aspect Partners increased its Dominion Energy (D) stake by 0.51% in Q3 2026, buying an estimated $1.54K and bringing the position to 4,499 shares worth $272K. The position accounts for 0.1% of the portfolio, ranked #71.

Aspect Partners first reported a position in D in Q4 2023 and has held it in 12 quarters since. The position peaked at $306K in Q2 2026. 368 funds tracked by Wall St. Rank hold D as of Q3 2026.

Aspect Partners held 4,499 shares of Dominion Energy worth $272K as of Q3 2026.
Aspect Partners bought 23 Dominion Energy shares in Q3 2026, an estimated $1.54K.
Dominion Energy made up 0.1% of Aspect Partners's portfolio in Q3 2026, its #71 holding.
Aspect Partners first reported a position in Dominion Energy in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's Dominion Energy position peaked at $306K in Q2 2026.
368 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.