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Clarius Group LLC’s Dominion Energy D Stock Holding History

Clarius Group LLC’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
2025
Q4 		$256K Buy
4,370
+17
+0.4% +$1.02K 0.01% 322
2025
Q3 		$266K Sell
4,353
-1,719
-28% -$102K 0.02% 335
2025
Q2 		$343K Sell
6,072
-276
-4% -$15.1K 0.02% 322
2025
Q1 		$356K Buy
6,348
+500
+9% +$27.5K 0.02% 306
2024
Q4 		$315K Sell
5,848
-134
-2% -$7.64K 0.02% 303
2024
Q3 		$345K Sell
5,982
-172
-3% -$9.4K 0.02% 288
2024
Q2 		$302K Sell
6,154
-950
-13% -$48.4K 0.02% 312
2024
Q1 		$349K Buy
7,104
+2,307
+48% +$108K 0.02% 299
2023
Q4 		$225K Sell
4,797
-4,433
-48% -$198K 0.02% 427
2023
Q3 		$412K Buy
9,230
+2,217
+32% +$110K 0.04% 255
2023
Q2 		$363K Buy
7,013
+2,951
+73% +$160K 0.03% 339
2023
Q1 		$227K Sell
4,062
-710
-15% -$41.5K 0.02% 457
2022
Q4 		$293K Sell
4,772
-1,734
-27% -$109K 0.03% 389
2022
Q3 		$450K Buy
6,506
+389
+6% +$31.4K 0.05% 235
2022
Q2 		$488K Hold
6,117
– – 0.05% 221
2022
Q1 		$481K Hold
6,117
– – 0.04% 245
2021
Q4 		$481K Buy
6,117
+817
+15% +$61.5K 0.04% 245
2021
Q3 		$387K Buy
5,300
+555
+12% +$42.3K 0.03% 267
2021
Q2 		$349K Sell
4,745
-59
-1% -$4.55K 0.03% 279
2021
Q1 		$365K Sell
4,804
-2,579
-35% -$187K 0.04% 251
2020
Q4 		$555K Buy
7,383
+644
+10% +$51.2K 0.06% 162
2020
Q3 		$532K Sell
6,739
-803
-11% -$63.1K 0.07% 130
2020
Q2 		$612K Buy
7,542
+1,003
+15% +$80.4K 0.09% 115
2020
Q1 		$472K Sell
6,539
-387
-6% -$31.6K 0.09% 112
2019
Q4 		$575K Buy
6,926
+1,216
+21% +$99.4K 0.09% 113
2019
Q3 		$463K Buy
5,710
+876
+18% +$67.8K 0.08% 128
2019
Q2 		$374K Buy
4,834
+1,239
+34% +$94.4K 0.08% 135
2019
Q1 		$276K Buy
+3,595
New +$263K 0.07% 153

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clarius Group LLC's D Position: Q4 2025 in Review

Clarius Group LLC increased its Dominion Energy (D) stake by 0.39% in Q4 2025, buying an estimated $1.02K and bringing the position to 4,370 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #322.

Clarius Group LLC first reported a position in D in Q1 2019 and has held it in 28 quarters since. The position peaked at $612K in Q2 2020. 1,446 funds tracked by Wall St. Rank hold D as of Q4 2025.

  • Clarius Group LLC held 4,370 shares of Dominion Energy worth $256K as of Q4 2025.
  • Clarius Group LLC bought 17 Dominion Energy shares in Q4 2025, an estimated $1.02K.
  • Dominion Energy made up 0.01% of Clarius Group LLC's portfolio in Q4 2025, its #322 holding.
  • Clarius Group LLC first reported a position in Dominion Energy in Q1 2019 and has held it in 28 quarters since.
  • Clarius Group LLC's Dominion Energy position peaked at $612K in Q2 2020.
  • 1,446 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.