Capstone Investment Advisors’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-24,079
| Closed | -$1.32M | – | 1459 |
|
|
2024
Q4 | $1.3M | Buy |
24,079
+16,659
| +225% | +$950K | ﹤0.01% | 982 |
|
|
2024
Q3 | $429K | Sell |
7,420
-15,925
| -68% | -$870K | ﹤0.01% | 1266 |
|
|
2024
Q2 | $1.14M | Buy |
23,345
+9,854
| +73% | +$502K | ﹤0.01% | 933 |
|
|
2024
Q1 | $664K | Sell |
13,491
-7,568
| -36% | -$354K | ﹤0.01% | 1397 |
|
|
2023
Q4 | $990K | Sell |
21,059
-43,083
| -67% | -$1.92M | ﹤0.01% | 1053 |
|
|
2023
Q3 | $2.87M | Buy |
64,142
+29,643
| +86% | +$1.47M | 0.01% | 601 |
|
|
2023
Q2 | $1.79M | Buy |
34,499
+12,026
| +54% | +$654K | 0.01% | 673 |
|
|
2023
Q1 | $1.26M | Sell |
22,473
-26,330
| -54% | -$1.54M | 0.01% | 725 |
|
|
2022
Q4 | $2.99M | Buy |
48,803
+26,754
| +121% | +$1.68M | 0.02% | 566 |
|
|
2022
Q3 | $1.52M | Buy |
22,049
+22,047
| +1,102,350% | +$1.78M | 0.01% | 866 |
|
|
2022
Q2 | $0 | Buy |
+2
| New | +$165 | ﹤0.01% | 1883 |
|
|
2021
Q4 | – | Sell |
-7,536
| Closed | -$567K | – | 1889 |
|
|
2021
Q3 | $550K | Buy |
+7,536
| New | +$575K | ﹤0.01% | 1541 |
|
|
2021
Q1 | – | Sell |
-17,069
| Closed | -$1.24M | – | 1729 |
|
|
2020
Q4 | $1.28M | Buy |
17,069
+10,277
| +151% | +$816K | ﹤0.01% | 1003 |
|
|
2020
Q3 | $536K | Buy |
+6,792
| New | +$534K | ﹤0.01% | 1155 |
|
|
2020
Q1 | – | Sell |
-16,337
| Closed | -$1.33M | – | 1186 |
|
|
2019
Q4 | $1.35M | Buy |
+16,337
| New | +$1.33M | 0.01% | 935 |
|
|
2019
Q3 | – | Sell |
-15,180
| Closed | -$1.17M | – | 1364 |
|
|
2019
Q2 | $1.17M | Buy |
+15,180
| New | +$1.16M | 0.01% | 892 |
|
|
2019
Q1 | – | Sell |
-9,655
| Closed | -$705K | – | 1307 |
|
|
2018
Q4 | $690K | Buy |
+9,655
| New | +$705K | 0.01% | 735 |
|
|
2017
Q3 | – | Sell |
-36,640
| Closed | -$2.81M | – | 579 |
|
|
2017
Q2 | $2.81M | Buy |
+36,640
| New | +$2.88M | 0.08% | 211 |
|
|
2016
Q3 | – | Sell |
-52,700
| Closed | -$4.11M | – | 770 |
|
|
2016
Q2 | $4.11M | Buy |
+52,700
| New | +$3.82M | 0.08% | 158 |
|
|
2016
Q1 | – | Sell |
-27,127
| Closed | -$1.83M | – | 667 |
|
|
2015
Q4 | $1.83M | Buy |
27,127
+21,627
| +393% | +$1.49M | 0.05% | 171 |
|
|
2015
Q3 | $387K | Buy |
+5,500
| New | +$386K | 0.01% | 297 |
|
Other funds holding D
VCM
VPM
Capstone Investment Advisors's D Position: Q1 2025 in Review
Capstone Investment Advisors sold out of Dominion Energy (D) in Q1 2025, closing a stake of 24,079 shares — an estimated $1.32M sold.
Capstone Investment Advisors first reported a position in D in Q3 2015 and held it in 21 quarters. The position peaked at $4.11M in Q2 2016. 1,405 funds tracked by Wall St. Rank hold D as of Q1 2025.
- Capstone Investment Advisors reported no remaining Dominion Energy position as of Q1 2025 after selling out during the quarter.
- Capstone Investment Advisors sold 24,079 Dominion Energy shares in Q1 2025, an estimated $1.32M.
- Capstone Investment Advisors first reported a position in Dominion Energy in Q3 2015 and held it in 21 quarters.
- Capstone Investment Advisors's Dominion Energy position peaked at $4.11M in Q2 2016.
- 1,405 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2025.
Based on Capstone Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.