CIA
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Cape Investment Advisory’s Dominion Energy D Stock Holding History

Cape Investment Advisory’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 		$120K Buy
+1,755
New +$114K 0.03% 312
2026
Q1 		– Sell
-1,041
Closed -$61K – 424
2025
Q4 		$61K Buy
1,041
+616
+145% +$37.1K 0.02% 378
2025
Q3 		$26K Buy
425
+7
+2% +$416 0.03% 291
2025
Q2 		$23.6K Hold
418
– – 0.01% 475
2025
Q1 		$23.4K Sell
418
-53
-11% -$2.92K 0.01% 449
2024
Q4 		$25.4K Buy
471
+300
+175% +$17.1K 0.01% 445
2024
Q3 		$9.88K Hold
171
– – ﹤0.01% 566
2024
Q2 		$8.38K Buy
171
+21
+14% +$1.07K ﹤0.01% 555
2024
Q1 		$7.38K Sell
150
-63
-30% -$2.94K ﹤0.01% 594
2023
Q4 		$10K Sell
213
-1,873
-90% -$83.6K ﹤0.01% 663
2023
Q3 		$93.2K Buy
2,086
+394
+23% +$19.6K 0.05% 214
2023
Q2 		$87.6K Sell
1,692
-304
-15% -$16.5K 0.05% 212
2023
Q1 		$112K Buy
+1,996
New +$117K 0.07% 180

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

Cape Investment Advisory's D Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Dominion Energy (D) in Q2 2026: 1,755 shares worth $120K. The stake represents 0.03% of the portfolio and ranks #312 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in D as recently as Q4 2025.

Cape Investment Advisory first reported a position in D in Q1 2023 and has held it in 13 quarters since. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Cape Investment Advisory held 1,755 shares of Dominion Energy worth $120K as of Q2 2026.
  • Dominion Energy was a new Cape Investment Advisory position in Q2 2026.
  • Dominion Energy made up 0.03% of Cape Investment Advisory's portfolio in Q2 2026, its #312 holding.
  • Cape Investment Advisory first reported a position in Dominion Energy in Q1 2023 and has held it in 13 quarters since.
  • 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.