CB
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Cadence Bank’s Dominion Energy D Stock Holding History

Cadence Bank’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
2025
Q4 		$798K Buy
13,613
+66
+0.5% +$3.98K 0.05% 190
2025
Q3 		$829K Buy
13,547
+614
+5% +$36.5K 0.05% 185
2025
Q2 		$731K Buy
12,933
+680
+6% +$37.3K 0.05% 195
2025
Q1 		$687K Buy
12,253
+2,692
+28% +$148K 0.05% 192
2024
Q4 		$515K Buy
9,561
+189
+2% +$10.8K 0.03% 221
2024
Q3 		$542K Sell
9,372
-61,698
-87% -$3.37M 0.04% 214
2024
Q2 		$3.48M Sell
71,070
-48,946
-41% -$2.49M 0.26% 82
2024
Q1 		$5.9M Buy
120,016
+993
+0.8% +$46.4K 0.43% 55
2023
Q4 		$5.59M Buy
119,023
+719
+0.6% +$32.1K 0.45% 50
2023
Q3 		$5.28M Sell
118,304
-3,115
-3% -$155K 0.46% 50
2023
Q2 		$6.29M Buy
121,419
+1,041
+0.9% +$56.6K 0.55% 42
2023
Q1 		$6.73M Buy
120,378
+49,186
+69% +$2.88M 0.62% 39
2022
Q4 		$4.37M Buy
71,192
+65,117
+1,072% +$4.09M 0.4% 61
2022
Q3 		$420K Buy
+6,075
New +$490K 0.04% 229
2020
Q3 		– Sell
-3,222
Closed -$262K – 181
2020
Q2 		$262K Buy
3,222
+312
+11% +$25K 0.05% 164
2020
Q1 		$210K Sell
2,910
-45,708
-94% -$3.73M 0.05% 166
2019
Q4 		$4.03M Buy
48,618
+213
+0.4% +$17.4K 0.74% 37
2019
Q3 		$3.92M Buy
+48,405
New +$3.74M 0.37% 48
2018
Q1 		– Sell
-2,893
Closed -$235K – 246
2017
Q4 		$235K Buy
+2,893
New +$234K 0.02% 224

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cadence Bank's D Position: Q4 2025 in Review

Cadence Bank increased its Dominion Energy (D) stake by 0.49% in Q4 2025, buying an estimated $3.98K and bringing the position to 13,613 shares worth $798K. The position accounts for 0.05% of the portfolio, ranked #190.

Cadence Bank first reported a position in D in Q4 2017 and has held it in 19 quarters since. The position peaked at $6.73M in Q1 2023. 1,445 funds tracked by Wall St. Rank hold D as of Q4 2025.

  • Cadence Bank held 13,613 shares of Dominion Energy worth $798K as of Q4 2025.
  • Cadence Bank bought 66 Dominion Energy shares in Q4 2025, an estimated $3.98K.
  • Dominion Energy made up 0.05% of Cadence Bank's portfolio in Q4 2025, its #190 holding.
  • Cadence Bank first reported a position in Dominion Energy in Q4 2017 and has held it in 19 quarters since.
  • Cadence Bank's Dominion Energy position peaked at $6.73M in Q1 2023.
  • 1,445 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2025.

Based on Cadence Bank's 13F filing for Q4 2025, filed 30 Jan 2026.