Clare Market Investments’s Dominion Energy D Stock Holding History

Clare Market Investments’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	–	Sell	-7,661	Closed	-$474K	–	182
2026 Q1	$474K	Buy	+7,661	New	+$473K	0.1%	121
2025 Q3	$284K	Buy	4,639 +21	+0.5%	+$1.25K	0.06%	134
2025 Q2	$261K	Buy	+4,618	New	+$253K	0.06%	126
2020 Q1	–	Sell	-2,471	Closed	-$205K	–	83
2019 Q4	$205K	Sell	2,471 -601	-20%	-$49.1K	0.15%	88
2019 Q3	$249K	Sell	3,072 -1,002	-25%	-$77.5K	0.24%	67
2019 Q2	$315K	Sell	4,074 -170	-4%	-$13K	0.25%	72
2019 Q1	$325K	Buy	+4,244	New	+$310K	0.28%	74

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

Clare Market Investments's D Position: Q2 2026 in Review

Clare Market Investments sold out of Dominion Energy (D) in Q2 2026, closing a stake of 7,661 shares — an estimated $474K sold.

Clare Market Investments first reported a position in D in Q1 2019 and held it in 7 quarters. The position peaked at $474K in Q1 2026. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

Clare Market Investments reported no remaining Dominion Energy position as of Q2 2026 after selling out during the quarter.
Clare Market Investments sold 7,661 Dominion Energy shares in Q2 2026, an estimated $474K.
Clare Market Investments first reported a position in Dominion Energy in Q1 2019 and held it in 7 quarters.
Clare Market Investments's Dominion Energy position peaked at $474K in Q1 2026.
1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Clare Market Investments's 13F filing for Q2 2026, filed 27 Jul 2026.