Colonial River Investments’s Dominion Energy D Stock Holding History

Colonial River 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	$1.98M	Buy	28,925 +234	+0.8%	+$15.2K	0.56%	47
2026 Q1	$1.77M	Buy	28,691 +351	+1%	+$21.7K	0.64%	34
2025 Q4	$1.66M	Sell	28,340 -4,157	-13%	-$250K	0.59%	36
2025 Q3	$1.99M	Sell	32,497 -802	-2%	-$47.7K	0.73%	30
2025 Q2	$1.94M	Sell	33,299 -864	-3%	-$47.3K	0.83%	25
2025 Q1	$1.92M	Sell	34,163 -3,971	-10%	-$218K	1.05%	20
2024 Q4	$2.05M	Sell	38,134 -3,640	-9%	-$208K	0.99%	27
2024 Q3	$2.41M	Sell	41,774 -13,031	-24%	-$712K	1.2%	17
2024 Q2	$2.69M	Sell	54,805 -2,683	-5%	-$137K	1.45%	14
2024 Q1	$2.83M	Buy	57,488 +10,947	+24%	+$511K	1.6%	11
2023 Q4	$2.19M	Buy	46,541 +20,676	+80%	+$923K	1.3%	14
2023 Q3	$1.16M	Sell	25,865 -12,376	-32%	-$614K	0.75%	40
2023 Q2	$1.98M	Sell	38,241 -2,871	-7%	-$156K	1.3%	19
2023 Q1	$2.3M	Buy	41,112 +613	+2%	+$35.9K	1.35%	14
2022 Q4	$2.48M	Buy	40,499 +528	+1%	+$33.2K	1.58%	14
2022 Q3	$2.76M	Sell	39,971 -1,763	-4%	-$142K	1.92%	10
2022 Q2	$3.33M	Sell	41,734 -2,067	-5%	-$171K	2.18%	8
2022 Q1	$3.72M	Sell	43,801 -1,361	-3%	-$109K	2.15%	5
2021 Q4	$3.55M	Buy	+45,162	New	+$3.4M	1.91%	7
2021 Q3	–	Sell	-38,450	Closed	-$2.83M	–	92
2021 Q2	$2.83M	Buy	38,450 +1,191	+3%	+$91.9K	2.02%	8
2021 Q1	$2.83M	Buy	37,259 +217	+0.6%	+$15.8K	2.28%	7
2020 Q4	$2.71K	Buy	+37,042	New	+$2.94M	1.23%	8

Other funds holding D

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Colonial River Investments's D Position: Q2 2026 in Review

Colonial River Investments increased its Dominion Energy (D) stake by 0.82% in Q2 2026, buying an estimated $15.2K and bringing the position to 28,925 shares worth $1.98M. The position accounts for 0.56% of the portfolio, ranked #47.

Colonial River Investments first reported a position in D in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.72M in Q1 2022. 698 funds tracked by Wall St. Rank hold D as of Q2 2026.

Colonial River Investments held 28,925 shares of Dominion Energy worth $1.98M as of Q2 2026.
Colonial River Investments bought 234 Dominion Energy shares in Q2 2026, an estimated $15.2K.
Dominion Energy made up 0.56% of Colonial River Investments's portfolio in Q2 2026, its #47 holding.
Colonial River Investments first reported a position in Dominion Energy in Q4 2020 and has held it in 22 quarters since.
Colonial River Investments's Dominion Energy position peaked at $3.72M in Q1 2022.
698 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Colonial River Investments's 13F filing for Q2 2026, filed 24 Jul 2026.