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ClearBridge Investments (Australia)’s Dominion Energy D Stock Holding History

ClearBridge Investments (Australia)’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
Q2 		– Sell
-2,483,777
Closed -$139M – 26
2025
Q1 		$139M Sell
2,483,777
-1,832,246
-42% -$101M 3.62% 14
2024
Q4 		$232M Sell
4,316,023
-149,215
-3% -$8.51M 6.1% 4
2024
Q3 		$258M Sell
4,465,238
-575,579
-11% -$31.4M 6.46% 4
2024
Q2 		$247M Sell
5,040,817
-166,428
-3% -$8.48M 7.21% 5
2024
Q1 		$256M Buy
5,207,245
+649,381
+14% +$30.3M 7.29% 6
2023
Q4 		$214M Buy
+4,557,864
New +$203M 6% 8
2022
Q2 		– Sell
-845,257
Closed -$71.8M – 28
2022
Q1 		$71.8M Sell
845,257
-25,346
-3% -$2.04M 2.24% 23
2021
Q4 		$68.4M Sell
870,603
-37,335
-4% -$2.81M 2.06% 20
2021
Q3 		$66.3M Buy
+907,938
New +$69.2M 2.18% 19
2021
Q1 		– Sell
-3,148
Closed -$237K – 25
2020
Q4 		$237K Sell
3,148
-185,833
-98% -$14.8M 0.01% 23
2020
Q3 		$14.9M Sell
188,981
-566,503
-75% -$44.5M 0.78% 21
2020
Q2 		$61.3M Sell
755,484
-1,122,891
-60% -$90.1M 3.62% 12
2020
Q1 		$136M Sell
1,878,375
-397,544
-17% -$32.5M 9.36% 1
2019
Q4 		$187M Buy
2,275,919
+206,207
+10% +$16.8M 9.74% 1
2019
Q3 		$168M Buy
2,069,712
+18,782
+0.9% +$1.45M 10.75% 2
2019
Q2 		$159M Buy
2,050,930
+511,694
+33% +$39M 11.35% 2
2019
Q1 		$118M Buy
1,539,236
+928,250
+152% +$67.8M 8.07% 5
2018
Q4 		$43.7M Sell
610,986
-103,996
-15% -$7.6M 3.31% 13
2018
Q3 		$50.2M Sell
714,982
-25,015
-3% -$1.77M 3.17% 12
2018
Q2 		$50.5M Buy
739,997
+731,647
+8,762% +$47.6M 3.25% 14
2018
Q1 		$564K Buy
8,350
+796
+11% +$58.8K 0.05% 23
2017
Q4 		$613K Buy
7,554
+631
+9% +$51.1K 0.05% 19
2017
Q3 		$533K Buy
6,923
+5,925
+594% +$461K 0.04% 24
2017
Q2 		$77K Sell
998
-311
-24% -$24.4K 0.01% 25
2017
Q1 		$102K Buy
1,309
+638
+95% +$48.3K 0.01% 22
2016
Q4 		$52K Buy
+671
New +$49.5K ﹤0.01% 23

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ClearBridge Investments (Australia)'s D Position: Q2 2025 in Review

ClearBridge Investments (Australia) sold out of Dominion Energy (D) in Q2 2025, closing a stake of 2,483,777 shares — an estimated $139M sold.

ClearBridge Investments (Australia) first reported a position in D in Q4 2016 and held it in 26 quarters. The position peaked at $258M in Q3 2024. 1,350 funds tracked by Wall St. Rank hold D as of Q2 2025.

  • ClearBridge Investments (Australia) reported no remaining Dominion Energy position as of Q2 2025 after selling out during the quarter.
  • ClearBridge Investments (Australia) sold 2,483,777 Dominion Energy shares in Q2 2025, an estimated $139M.
  • ClearBridge Investments (Australia) first reported a position in Dominion Energy in Q4 2016 and held it in 26 quarters.
  • ClearBridge Investments (Australia)'s Dominion Energy position peaked at $258M in Q3 2024.
  • 1,350 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2025.

Based on ClearBridge Investments (Australia)'s 13F filing for Q2 2025, filed 12 Aug 2025.