Cary Street Partners’s Dominion Energy D Stock Holding History

Cary Street Partners’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	$12.1M	Buy	177,897 +9,176	+5%	+$597K	0.27%	91
2026 Q1	$10.4M	Sell	168,721 -1,580	-0.9%	-$97.6K	0.26%	89
2025 Q4	$9.98M	Buy	170,301 +4,955	+3%	+$299K	0.25%	95
2025 Q3	$10.1M	Sell	165,346 -2,432	-1%	-$145K	0.26%	92
2025 Q2	$9.48M	Sell	167,778 -1,180	-0.7%	-$64.7K	0.27%	89
2025 Q1	$9.47M	Sell	168,958 -5,646	-3%	-$311K	0.3%	83
2024 Q4	$9.4M	Buy	+174,604	New	+$9.96M	0.31%	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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Cary Street Partners increased its Dominion Energy (D) stake by 5.4% in Q2 2026, buying an estimated $597K and bringing the position to 177,897 shares worth $12.1M. The position accounts for 0.27% of the portfolio, ranked #91.

Cary Street Partners first reported a position in D in Q4 2024 and has held it in 7 quarters since. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

Cary Street Partners held 177,897 shares of Dominion Energy worth $12.1M as of Q2 2026.
Cary Street Partners bought 9,176 Dominion Energy shares in Q2 2026, an estimated $597K.
Dominion Energy made up 0.27% of Cary Street Partners's portfolio in Q2 2026, its #91 holding.
Cary Street Partners first reported a position in Dominion Energy in Q4 2024 and has held it in 7 quarters since.
1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

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