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Citizens Business Bank’s Dominion Energy D Stock Holding History

Citizens Business Bank’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 		$6.08M Sell
88,978
-2,371
-3% -$154K 0.92% 31
2026
Q1 		$5.65M Sell
91,349
-1,635
-2% -$101K 0.93% 35
2025
Q4 		$5.45M Buy
92,984
+3,752
+4% +$226K 0.9% 32
2025
Q3 		$5.46M Buy
89,232
+1,640
+2% +$97.5K 0.91% 35
2025
Q2 		$4.95M Buy
87,592
+1,929
+2% +$106K 0.96% 33
2025
Q1 		$4.8M Buy
85,663
+19,953
+30% +$1.1M 1.04% 32
2024
Q4 		$4.62M Sell
65,710
-23,344
-26% -$1.33M 0.86% 37
2024
Q3 		$5.15M Sell
89,054
-1,947
-2% -$106K 1.04% 28
2024
Q2 		$4.46M Buy
+91,001
New +$4.64M 0.94% 31
2022
Q3 		– Sell
-18,040
Closed -$1.44M – 155
2022
Q2 		$1.44M Sell
18,040
-90
-0.5% -$7.43K 0.2% 115
2022
Q1 		$1.54M Buy
18,130
+232
+1% +$18.6K 0.19% 123
2021
Q4 		$1.41M Hold
17,898
– – 0.17% 134
2021
Q3 		$1.31M Buy
17,898
+137
+0.8% +$10.4K 0.17% 136
2021
Q2 		$1.31M Sell
17,761
-1,240
-7% -$95.7K 0.17% 140
2021
Q1 		$1.44M Sell
19,001
-31,038
-62% -$2.25M 0.2% 122
2020
Q4 		$3.76M Sell
50,039
-3,890
-7% -$309K 0.55% 46
2020
Q3 		$4.26M Buy
53,929
+6,423
+14% +$505K 0.72% 32
2020
Q2 		$3.86M Buy
47,506
+1,343
+3% +$108K 0.68% 36
2020
Q1 		$3.33M Buy
46,163
+145
+0.3% +$11.8K 0.69% 34
2019
Q4 		$3.81M Buy
46,018
+484
+1% +$39.5K 0.63% 39
2019
Q3 		$3.69M Buy
45,534
+34,068
+297% +$2.63M 0.61% 40
2019
Q2 		$887K Buy
11,466
+366
+3% +$27.9K 0.15% 174
2019
Q1 		$851K Hold
11,100
– – 0.15% 167
2018
Q4 		$793K Sell
11,100
-1,385
-11% -$101K 0.15% 161
2018
Q3 		$877K Buy
12,485
+958
+8% +$67.8K 0.15% 164
2018
Q2 		$786K Buy
+11,527
New +$751K 0.14% 172

Other funds holding D

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citizens Business Bank's D Position: Q2 2026 in Review

Citizens Business Bank reduced its Dominion Energy (D) stake by 2.6% in Q2 2026, selling an estimated $154K and leaving 88,978 shares worth $6.08M. The position accounts for 0.92% of the portfolio, ranked #31.

Citizens Business Bank first reported a position in D in Q2 2018 and has held it in 26 quarters since. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Citizens Business Bank held 88,978 shares of Dominion Energy worth $6.08M as of Q2 2026.
  • Citizens Business Bank sold 2,371 Dominion Energy shares in Q2 2026, an estimated $154K.
  • Dominion Energy made up 0.92% of Citizens Business Bank's portfolio in Q2 2026, its #31 holding.
  • Citizens Business Bank first reported a position in Dominion Energy in Q2 2018 and has held it in 26 quarters since.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Citizens Business Bank's 13F filing for Q2 2026, filed 3 Aug 2026.