Capital Innovations’s Dominion Energy D Stock Holding History

Capital Innovations’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 Q1	–	Sell	-61,605	Closed	-$3.61M	–	63
2025 Q4	$3.61M	Buy	+61,605	New	+$3.71M	1.03%	32
2016 Q4	–	Sell	-3,795	Closed	-$282K	–	53
2016 Q3	$282K	Sell	3,795 -70	-2%	-$5.33K	0.71%	56
2016 Q2	$301K	Sell	3,865 -110	-3%	-$7.98K	0.88%	47
2016 Q1	$299K	Buy	3,975 +475	+14%	+$33.6K	0.53%	53
2015 Q4	$237K	Sell	3,500 -560	-14%	-$38.7K	0.31%	65
2015 Q3	$286K	Buy	4,060 +230	+6%	+$16.2K	0.33%	74
2015 Q2	$256K	Buy	3,830 +330	+9%	+$23.2K	0.25%	75
2015 Q1	$248K	Buy	+3,500	New	+$260K	0.21%	83

Other funds holding D

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Innovations's D Position: Q1 2026 in Review

Capital Innovations sold out of Dominion Energy (D) in Q1 2026, closing a stake of 61,605 shares — an estimated $3.61M sold.

Capital Innovations first reported a position in D in Q1 2015 and held it in 8 quarters. The position peaked at $3.61M in Q4 2025. 1,476 funds tracked by Wall St. Rank hold D as of Q1 2026.

Capital Innovations reported no remaining Dominion Energy position as of Q1 2026 after selling out during the quarter.
Capital Innovations sold 61,605 Dominion Energy shares in Q1 2026, an estimated $3.61M.
Capital Innovations first reported a position in Dominion Energy in Q1 2015 and held it in 8 quarters.
Capital Innovations's Dominion Energy position peaked at $3.61M in Q4 2025.
1,476 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Capital Innovations's 13F filing for Q1 2026, filed 14 May 2026.