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Caldwell Sutter Capital’s Dominion Energy D Stock Holding History

Caldwell Sutter 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 		$364K Sell
5,329
-111
-2% -$7.22K 0.14% 159
2026
Q1 		$336K Buy
5,440
+142
+3% +$8.77K 0.14% 157
2025
Q4 		$310K Sell
5,298
-395
-7% -$23.8K 0.13% 159
2025
Q3 		$348K Sell
5,693
-131
-2% -$7.79K 0.15% 150
2025
Q2 		$329K Sell
5,824
-113
-2% -$6.19K 0.15% 148
2025
Q1 		$333K Sell
5,937
-169
-3% -$9.29K 0.16% 142
2024
Q4 		$329K Sell
6,106
-290
-5% -$16.5K 0.15% 144
2024
Q3 		$370K Sell
6,396
-263
-4% -$14.4K 0.17% 134
2024
Q2 		$326K Buy
6,659
+66
+1% +$3.36K 0.16% 143
2024
Q1 		$324K Buy
6,593
+288
+5% +$13.5K 0.16% 147
2023
Q4 		$296K Sell
6,305
-1,249
-17% -$55.8K 0.15% 142
2023
Q3 		$337K Buy
7,554
+563
+8% +$28K 0.19% 126
2023
Q2 		$362K Buy
6,991
+3,695
+112% +$201K 0.19% 123
2023
Q1 		$184K Buy
3,296
+2,796
+559% +$164K 0.13% 135
2022
Q4 		$30.7K Buy
+500
New +$31.4K 0.03% 203

Other funds holding D

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Caldwell Sutter Capital's D Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its Dominion Energy (D) stake by 2% in Q2 2026, selling an estimated $7.22K and leaving 5,329 shares worth $364K. The position accounts for 0.14% of the portfolio, ranked #159.

Caldwell Sutter Capital first reported a position in D in Q4 2022 and has held it in 15 quarters since. The position peaked at $370K in Q3 2024. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Caldwell Sutter Capital held 5,329 shares of Dominion Energy worth $364K as of Q2 2026.
  • Caldwell Sutter Capital sold 111 Dominion Energy shares in Q2 2026, an estimated $7.22K.
  • Dominion Energy made up 0.14% of Caldwell Sutter Capital's portfolio in Q2 2026, its #159 holding.
  • Caldwell Sutter Capital first reported a position in Dominion Energy in Q4 2022 and has held it in 15 quarters since.
  • Caldwell Sutter Capital's Dominion Energy position peaked at $370K in Q3 2024.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.