Cary Street Partners Investment Advisory’s Dominion Energy D Stock Holding History

Cary Street Partners 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	$105K	Sell	1,541 -409	-21%	-$26.6K	0.02%	489
2026 Q1	$121K	Buy	1,950 +54	+3%	+$3.33K	0.03%	427
2025 Q4	$111K	Buy	1,896 +629	+50%	+$37.9K	0.03%	413
2025 Q3	$77.5K	Buy	1,267 +274	+28%	+$16.3K	0.03%	391
2025 Q2	$56.2K	Buy	993 +264	+36%	+$14.5K	0.03%	387
2025 Q1	$40.9K	Buy	729 +209	+40%	+$11.5K	0.02%	384
2024 Q4	$28K	Sell	520 -177,126	-100%	-$10.1M	0.02%	379
2024 Q3	$10.3M	Buy	177,646 +279	+0.2%	+$15.2K	0.38%	64
2024 Q2	$8.69M	Buy	177,367 +2,068	+1%	+$105K	0.35%	70
2024 Q1	$8.62M	Sell	175,299 -5,197	-3%	-$243K	0.36%	74
2023 Q4	$8.48M	Buy	180,496 +8,025	+5%	+$358K	0.4%	64
2023 Q3	$7.7M	Buy	172,471 +19,794	+13%	+$983K	0.41%	64
2023 Q2	$7.91M	Buy	152,677 +815	+0.5%	+$44.3K	0.51%	48
2023 Q1	$8.49M	Buy	151,862 +1,977	+1%	+$116K	0.61%	46
2022 Q4	$9.19M	Buy	149,885 +2,196	+1%	+$138K	0.68%	44
2022 Q3	$10.2M	Buy	147,689 +12,858	+10%	+$1.04M	0.84%	33
2022 Q2	$10.8M	Buy	134,831 +118,439	+723%	+$9.78M	0.91%	28
2022 Q1	$1.39M	Sell	16,392 -669	-4%	-$53.7K	0.38%	80
2021 Q4	$1.34M	Buy	17,061 +8,105	+90%	+$610K	0.37%	81
2021 Q3	$654K	Sell	8,956 -1,396	-13%	-$106K	0.21%	112
2021 Q2	$762K	Sell	10,352 -88,448	-90%	-$6.83M	0.25%	100
2021 Q1	$786K	Sell	98,800 -23,988	-20%	-$1.74M	0.32%	80
2020 Q4	$9.23M	Buy	122,788 +117,763	+2,344%	+$9.36M	1.78%	6
2020 Q3	$397K	Buy	5,025 +851	+20%	+$66.8K	0.08%	194
2020 Q2	$338K	Buy	+4,174	New	+$335K	0.48%	65
2020 Q1	–	Sell	-5,172	Closed	-$428K	–	85
2019 Q4	$428K	Buy	+5,172	New	+$423K	0.47%	60
2018 Q4	$228K	Buy	+3,194	New	+$233K	0.22%	85

Other funds holding D

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cary Street Partners Investment Advisory's D Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its Dominion Energy (D) stake by 21% in Q2 2026, selling an estimated $26.6K and leaving 1,541 shares worth $105K. The position accounts for 0.02% of the portfolio, ranked #489.

Cary Street Partners Investment Advisory first reported a position in D in Q4 2018 and has held it in 27 quarters since. The position peaked at $10.8M in Q2 2022. 1,131 funds tracked by Wall St. Rank hold D as of Q2 2026.

Cary Street Partners Investment Advisory held 1,541 shares of Dominion Energy worth $105K as of Q2 2026.
Cary Street Partners Investment Advisory sold 409 Dominion Energy shares in Q2 2026, an estimated $26.6K.
Dominion Energy made up 0.02% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #489 holding.
Cary Street Partners Investment Advisory first reported a position in Dominion Energy in Q4 2018 and has held it in 27 quarters since.
Cary Street Partners Investment Advisory's Dominion Energy position peaked at $10.8M in Q2 2022.
1,131 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.