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D icon

Blue Fin Capital’s Dominion Energy D Stock Holding History

Blue Fin Capital’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 		$346K Sell
5,070
-163
-3% -$10.6K 0.05% 130
2026
Q1 		$324K Buy
5,233
+30
+0.6% +$1.85K 0.05% 127
2025
Q4 		$305K Sell
5,203
-5
-0.1% -$301 0.05% 132
2025
Q3 		$319K Sell
5,208
-84
-2% -$4.99K 0.05% 127
2025
Q2 		$299K Sell
5,292
-11
-0.2% -$603 0.05% 125
2025
Q1 		$297K Sell
5,303
-14
-0.3% -$770 0.06% 119
2024
Q4 		$286K Sell
5,317
-1,308
-20% -$74.6K 0.05% 122
2024
Q3 		$383K Sell
6,625
-39
-0.6% -$2.13K 0.07% 112
2024
Q2 		$327K Hold
6,664
– – 0.07% 118
2024
Q1 		$328K Sell
6,664
-152
-2% -$7.1K 0.07% 115
2023
Q4 		$320K Sell
6,816
-1,036
-13% -$46.2K 0.08% 113
2023
Q3 		$351K Sell
7,852
-1
-0% -$50 0.1% 107
2023
Q2 		$407K Sell
7,853
-91
-1% -$4.95K 0.12% 101
2023
Q1 		$449K Sell
7,944
-48
-0.6% -$2.81K 0.15% 91
2022
Q4 		$490K Sell
7,992
-574
-7% -$36K 0.18% 86
2022
Q3 		$592K Hold
8,566
– – 0.22% 77
2022
Q2 		$683K Sell
8,566
-11
-0.1% -$908 0.24% 72
2022
Q1 		$728K Sell
8,577
-5
-0.1% -$402 0.21% 74
2021
Q4 		$674K Sell
8,582
-863
-9% -$64.9K 0.19% 77
2021
Q3 		$689K Sell
9,445
-321
-3% -$24.5K 0.21% 74
2021
Q2 		$718K Sell
9,766
-784
-7% -$60.5K 0.22% 73
2021
Q1 		$801K Buy
10,550
+49
+0.5% +$3.56K 0.27% 70
2020
Q4 		$789K Buy
10,501
+135
+1% +$10.7K 0.28% 70
2020
Q3 		$818K Sell
10,366
-505
-5% -$39.7K 0.33% 69
2020
Q2 		$882K Buy
10,871
+68
+0.6% +$5.45K 0.39% 67
2020
Q1 		$779K Buy
10,803
+1,470
+16% +$120K 0.43% 66
2019
Q4 		$772K Buy
+9,333
New +$763K 0.36% 76
2019
Q3 		– Sell
-9,216
Closed -$712K – 123
2019
Q2 		$712K Buy
9,216
+13
+0.1% +$991 0.37% 75
2019
Q1 		$705K Sell
9,203
-263
-3% -$19.2K 0.37% 74
2018
Q4 		$676K Sell
9,466
-67
-0.7% -$4.89K 0.4% 69
2018
Q3 		$670K Sell
9,533
-94
-1% -$6.66K 0.33% 73
2018
Q2 		$656K Sell
9,627
-30
-0.3% -$1.95K 0.35% 73
2018
Q1 		$651K Sell
9,657
-30
-0.3% -$2.21K 0.37% 70
2017
Q4 		$785K Buy
9,687
+120
+1% +$9.72K 0.46% 63
2017
Q3 		$735K Sell
9,567
-200
-2% -$15.6K 0.45% 66
2017
Q2 		$748K Sell
9,767
-680
-7% -$53.5K 0.48% 61
2017
Q1 		$810K Sell
10,447
-300
-3% -$22.7K 0.5% 62
2016
Q4 		$823K Buy
10,747
+1,190
+12% +$87.7K 0.54% 60
2016
Q3 		$710K Sell
9,557
-595
-6% -$45.3K 0.58% 56
2016
Q2 		$791K Hold
10,152
– – 0.66% 53
2016
Q1 		$763K Sell
10,152
-800
-7% -$56.6K 0.65% 52
2015
Q4 		$741K Sell
10,952
-180
-2% -$12.4K 0.57% 58
2015
Q3 		$783K Hold
11,132
– – 0.61% 54
2015
Q2 		$744K Buy
11,132
+50
+0.5% +$3.52K 0.54% 58
2015
Q1 		$785K Hold
11,082
– – 0.57% 56
2014
Q4 		$852K Sell
11,082
-101
-0.9% -$7.31K 0.64% 54
2014
Q3 		$773K Buy
11,183
+575
+5% +$39.7K 0.61% 56
2014
Q2 		$759K Buy
10,608
+150
+1% +$10.5K 0.61% 58
2014
Q1 		$742K Hold
10,458
– – 0.65% 56
2013
Q4 		$677K Buy
+10,458
New +$673K 0.6% 60

Other funds holding D

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Blue Fin Capital's D Position: Q2 2026 in Review

Blue Fin Capital reduced its Dominion Energy (D) stake by 3.1% in Q2 2026, selling an estimated $10.6K and leaving 5,070 shares worth $346K. The position accounts for 0.05% of the portfolio, ranked #130.

Blue Fin Capital first reported a position in D in Q4 2013 and has held it in 50 quarters since. The position peaked at $882K in Q2 2020. 763 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Blue Fin Capital held 5,070 shares of Dominion Energy worth $346K as of Q2 2026.
  • Blue Fin Capital sold 163 Dominion Energy shares in Q2 2026, an estimated $10.6K.
  • Dominion Energy made up 0.05% of Blue Fin Capital's portfolio in Q2 2026, its #130 holding.
  • Blue Fin Capital first reported a position in Dominion Energy in Q4 2013 and has held it in 50 quarters since.
  • Blue Fin Capital's Dominion Energy position peaked at $882K in Q2 2020.
  • 763 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Blue Fin Capital's 13F filing for Q2 2026, filed 4 Aug 2026.