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Camelot Portfolios’s Dominion Energy D Stock Holding History

Camelot Portfolios’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 		$596K Hold
8,728
– – 0.42% 99
2026
Q1 		$540K Sell
8,728
-12
-0.1% -$741 0.4% 93
2025
Q4 		$512K Sell
8,740
-34
-0.4% -$2.05K 0.31% 106
2025
Q3 		$537K Sell
8,774
-1,029
-10% -$61.2K 0.32% 103
2025
Q2 		$554K Sell
9,803
-15
-0.2% -$822 0.33% 103
2025
Q1 		$550K Buy
+9,818
New +$540K 0.34% 103
2024
Q3 		– Sell
-10,115
Closed -$496K – 239
2024
Q2 		$496K Buy
+10,115
New +$515K 0.28% 92
2024
Q1 		– Sell
-10,628
Closed -$499K – 159
2023
Q4 		$499K Buy
10,628
+4,225
+66% +$189K 0.3% 97
2023
Q3 		$286K Sell
6,403
-18,260
-74% -$907K 0.27% 100
2023
Q2 		$1.28M Buy
24,663
+5,383
+28% +$293K 0.8% 34
2023
Q1 		$1.08M Sell
19,280
-135
-0.7% -$7.9K 0.75% 37
2022
Q4 		$1.19M Buy
+19,415
New +$1.22M 0.88% 35
2022
Q3 		– Sell
-3,268
Closed -$261K – 170
2022
Q2 		$261K Sell
3,268
-1,975
-38% -$163K 0.16% 171
2022
Q1 		$446K Sell
5,243
-6,577
-56% -$528K 0.22% 129
2021
Q4 		$929K Buy
11,820
+2,216
+23% +$167K 0.37% 83
2021
Q3 		$701K Sell
9,604
-2,868
-23% -$219K 0.36% 86
2021
Q2 		$918K Buy
12,472
+3,792
+44% +$293K 0.37% 83
2021
Q1 		$659K Buy
+8,680
New +$630K 0.27% 114
2019
Q4 		– Sell
-4,711
Closed -$382K – 238
2019
Q3 		$382K Sell
4,711
-114
-2% -$8.82K 0.18% 132
2019
Q2 		$373K Sell
4,825
-3,499
-42% -$267K 0.15% 153
2019
Q1 		$638K Sell
8,324
-3,082
-27% -$225K 0.27% 107
2018
Q4 		$815K Buy
11,406
+816
+8% +$59.6K 0.38% 76
2018
Q3 		$744K Sell
10,590
-4,779
-31% -$338K 0.34% 82
2018
Q2 		$1.05M Buy
15,369
+1,248
+9% +$81.3K 0.45% 64
2018
Q1 		$953K Buy
+14,121
New +$1.04M 0.44% 67

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

Camelot Portfolios's D Position: Q2 2026 in Review

Camelot Portfolios held its Dominion Energy (D) position steady in Q2 2026 at 8,728 shares worth $596K. The position accounts for 0.42% of the portfolio, ranked #99.

Camelot Portfolios first reported a position in D in Q1 2018 and has held it in 25 quarters since. The position peaked at $1.28M in Q2 2023. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Camelot Portfolios held 8,728 shares of Dominion Energy worth $596K as of Q2 2026.
  • Camelot Portfolios left its Dominion Energy share count unchanged in Q2 2026.
  • Dominion Energy made up 0.42% of Camelot Portfolios's portfolio in Q2 2026, its #99 holding.
  • Camelot Portfolios first reported a position in Dominion Energy in Q1 2018 and has held it in 25 quarters since.
  • Camelot Portfolios's Dominion Energy position peaked at $1.28M in Q2 2023.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Camelot Portfolios's 13F filing for Q2 2026, filed 17 Jul 2026.