Bank of Montreal
D icon

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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of Montreal's D Position: Q1 2026 in Review

Bank of Montreal increased its Dominion Energy (D) stake by 45% in Q1 2026, buying an estimated $64.5M and bringing the position to 3,357,665 shares worth $208M. The position accounts for 0.08% of the portfolio, ranked #205.

Bank of Montreal first reported a position in D in Q2 2013 and has held it in 52 quarters since. 1,481 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Bank of Montreal held 3,357,665 shares of Dominion Energy worth $208M as of Q1 2026.
  • Bank of Montreal bought 1,044,018 Dominion Energy shares in Q1 2026, an estimated $64.5M.
  • Dominion Energy made up 0.08% of Bank of Montreal's portfolio in Q1 2026, its #205 holding.
  • Bank of Montreal first reported a position in Dominion Energy in Q2 2013 and has held it in 52 quarters since.
  • 1,481 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.