Bank of Montreal’s Dominion Energy D Stock Holding History

Bank of Montreal’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 Q2	$225K	Hold	3,300	–	–	﹤0.01%	2933
2026 Q1	$204K	Buy	3,300 +3,200	+3,200%	+$198K	﹤0.01%	2915
2025 Q4	$5.86K	Sell	100 -22,800	-100%	-$1.37M	﹤0.01%	3476
2025 Q3	$1.4M	Buy	+22,900	New	+$1.36M	﹤0.01%	1813
2021 Q2	–	Sell	-23,200	Closed	-$1.77M	–	3966
2021 Q1	$1.77M	Hold	23,200	–	–	﹤0.01%	1848
2020 Q4	$1.69M	Hold	23,200	–	–	﹤0.01%	1915
2020 Q3	$1.88M	Buy	+23,200	New	+$1.82M	﹤0.01%	1684
2019 Q4	–	Sell	-200,000	Closed	-$16.2M	–	4876
2019 Q3	$16.2M	Buy	+200,000	New	+$15.5M	0.01%	693

Other funds holding D

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of Montreal's D Position: Q2 2026 in Review

Bank of Montreal increased its Dominion Energy (D) stake by 40% in Q2 2026, buying an estimated $86.8M and bringing the position to 4,692,640 shares worth $320M. The position accounts for 0.11% of the portfolio, ranked #152.

Bank of Montreal first reported a position in D in Q2 2013 and has held it in 53 quarters since. 1,553 funds tracked by Wall St. Rank hold D as of Q2 2026.

Bank of Montreal held 4,692,640 shares of Dominion Energy worth $320M as of Q2 2026.
Bank of Montreal bought 1,334,975 Dominion Energy shares in Q2 2026, an estimated $86.8M.
Dominion Energy made up 0.11% of Bank of Montreal's portfolio in Q2 2026, its #152 holding.
Bank of Montreal first reported a position in Dominion Energy in Q2 2013 and has held it in 53 quarters since.
1,553 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.