Boltwood Capital Management’s Dominion Energy D Stock Holding History

Boltwood Capital Management’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	$278K	Sell	4,065 -85	-2%	-$5.53K	0.06%	169
2026 Q1	$257K	Buy	4,150 +45	+1%	+$2.78K	0.07%	168
2025 Q4	$241K	Hold	4,105	–	–	0.06%	168
2025 Q3	$251K	Sell	4,105 -10	-0.2%	-$594	0.07%	162
2025 Q2	$233K	Sell	4,115 -70	-2%	-$3.83K	0.07%	165
2025 Q1	$235K	Hold	4,185	–	–	0.07%	165
2024 Q4	$225K	Sell	4,185 -75	-2%	-$4.28K	0.07%	161
2024 Q3	$246K	Sell	4,260 -1,044	-20%	-$57K	0.07%	155
2024 Q2	$260K	Sell	5,304 -705	-12%	-$35.9K	0.08%	152
2024 Q1	$296K	Sell	6,009 -350	-6%	-$16.4K	0.09%	146
2023 Q4	$299K	Sell	6,359 -686	-10%	-$30.6K	0.1%	142
2023 Q3	$315K	Sell	7,045 -988	-12%	-$49.1K	0.12%	125
2023 Q2	$416K	Sell	8,033 -1,229	-13%	-$66.8K	0.15%	117
2023 Q1	$518K	Sell	9,262 -860	-8%	-$50.3K	0.19%	102
2022 Q4	$621K	Hold	10,122	–	–	0.25%	93
2022 Q3	$700K	Sell	10,122 -1,699	-14%	-$137K	0.32%	83
2022 Q2	$943K	Buy	11,821 +94	+0.8%	+$7.76K	0.41%	71
2022 Q1	$996K	Sell	11,727 -100	-0.8%	-$8.03K	0.38%	79
2021 Q4	$929K	Sell	11,827 -100	-0.8%	-$7.52K	0.34%	87
2021 Q3	$871K	Sell	11,927 -788	-6%	-$60.1K	0.35%	87
2021 Q2	$935K	Hold	12,715	–	–	0.39%	80
2021 Q1	$966K	Sell	12,715 -1,089	-8%	-$79.1K	0.43%	73
2020 Q4	$1.04M	Sell	13,804 -150	-1%	-$11.9K	0.5%	63
2020 Q3	$1.1M	Hold	13,954	–	–	0.61%	52
2020 Q2	$1.13M	Hold	13,954	–	–	0.68%	47
2020 Q1	$1.01M	Sell	13,954 -100	-0.7%	-$8.17K	0.71%	48
2019 Q4	$1.16M	Sell	14,054 -445	-3%	-$36.4K	0.65%	50
2019 Q3	$1.18M	Sell	14,499 -250	-2%	-$19.3K	0.74%	44
2019 Q2	$1.14M	Sell	14,749 -1,157	-7%	-$88.2K	0.73%	43
2019 Q1	$1.22M	Sell	15,906 -537	-3%	-$39.2K	0.79%	44
2018 Q4	$1.18M	Sell	16,443 -418	-2%	-$30.5K	0.8%	43
2018 Q3	$1.18M	Sell	16,861 -675	-4%	-$47.8K	0.71%	47
2018 Q2	$1.2M	Sell	17,536 -965	-5%	-$62.8K	0.78%	43
2018 Q1	$1.25M	Sell	18,501 -1,007	-5%	-$74.4K	0.85%	41
2017 Q4	$1.58M	Sell	19,508 -60	-0.3%	-$4.86K	0.97%	34
2017 Q3	$1.5M	Sell	19,568 -175	-0.9%	-$13.6K	0.98%	34
2017 Q2	$1.51M	Sell	19,743 -225	-1%	-$17.7K	1.02%	33
2017 Q1	$1.55M	Sell	19,968 -25	-0.1%	-$1.89K	1.08%	31
2016 Q4	$1.53M	Hold	19,993	–	–	1.17%	28
2016 Q3	$1.48M	Buy	19,993 +400	+2%	+$30.5K	1.19%	26
2016 Q2	$1.53M	Buy	19,593 +68	+0.3%	+$4.93K	1.27%	20
2016 Q1	$1.47M	Sell	19,525 -38	-0.2%	-$2.69K	1.29%	21
2015 Q4	$1.32M	Hold	19,563	–	–	1.21%	26
2015 Q3	$1.38M	Sell	19,563 -4,354	-18%	-$306K	1.47%	21
2015 Q2	$1.6M	Sell	23,917 -300	-1%	-$21.1K	1.57%	20
2015 Q1	$1.72M	Sell	24,217 -800	-3%	-$59.3K	0.5%	39
2014 Q4	$1.92M	Sell	25,017 -50	-0.2%	-$3.62K	0.55%	39
2014 Q3	$1.73M	Buy	25,067 +158	+0.6%	+$10.9K	0.51%	41
2014 Q2	$1.78M	Sell	24,909 -300	-1%	-$21K	0.53%	38
2014 Q1	$1.79M	Sell	25,209 -475	-2%	-$32.4K	0.56%	36
2013 Q4	$1.66M	Sell	25,684 -175	-0.7%	-$11.3K	0.54%	41
2013 Q3	$1.62M	Sell	25,859 -500	-2%	-$29.7K	0.59%	35
2013 Q2	$1.5M	Buy	+26,359	New	+$1.54M	0.62%	37

Other funds holding D

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Boltwood Capital Management's D Position: Q2 2026 in Review

Boltwood Capital Management reduced its Dominion Energy (D) stake by 2% in Q2 2026, selling an estimated $5.53K and leaving 4,065 shares worth $278K. The position accounts for 0.06% of the portfolio, ranked #169.

Boltwood Capital Management first reported a position in D in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.92M in Q4 2014. 348 funds tracked by Wall St. Rank hold D as of Q2 2026.

Boltwood Capital Management held 4,065 shares of Dominion Energy worth $278K as of Q2 2026.
Boltwood Capital Management sold 85 Dominion Energy shares in Q2 2026, an estimated $5.53K.
Dominion Energy made up 0.06% of Boltwood Capital Management's portfolio in Q2 2026, its #169 holding.
Boltwood Capital Management first reported a position in Dominion Energy in Q2 2013 and has held it in 53 quarters since.
Boltwood Capital Management's Dominion Energy position peaked at $1.92M in Q4 2014.
348 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.