Cidel Asset Management’s Dominion Energy D Stock Holding History

Cidel Asset Management’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	$632K	Buy	9,258 +212	+2%	+$13.8K	0.03%	226
2026 Q1	$559K	Buy	9,046 +1,633	+22%	+$101K	0.03%	215
2025 Q4	$434K	Hold	7,413	–	–	0.03%	225
2025 Q3	$453K	Hold	7,413	–	–	0.03%	216
2025 Q2	$419K	Hold	7,413	–	–	0.03%	219
2025 Q1	$416K	Hold	7,413	–	–	0.03%	211
2024 Q4	$399K	Hold	7,413	–	–	0.03%	215
2024 Q3	$428K	Hold	7,413	–	–	0.03%	217
2024 Q2	$363K	Hold	7,413	–	–	0.03%	219
2024 Q1	$365K	Buy	7,413 +486	+7%	+$22.7K	0.03%	229
2023 Q4	$326K	Buy	+6,927	New	+$309K	0.01%	240

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

Cidel Asset Management's D Position: Q2 2026 in Review

Cidel Asset Management increased its Dominion Energy (D) stake by 2.3% in Q2 2026, buying an estimated $13.8K and bringing the position to 9,258 shares worth $632K. The position accounts for 0.03% of the portfolio, ranked #226.

Cidel Asset Management first reported a position in D in Q4 2023 and has held it in 11 quarters since. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

Cidel Asset Management held 9,258 shares of Dominion Energy worth $632K as of Q2 2026.
Cidel Asset Management bought 212 Dominion Energy shares in Q2 2026, an estimated $13.8K.
Dominion Energy made up 0.03% of Cidel Asset Management's portfolio in Q2 2026, its #226 holding.
Cidel Asset Management first reported a position in Dominion Energy in Q4 2023 and has held it in 11 quarters since.
1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Cidel Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.