CX Institutional’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $553K | Sell |
8,094
-1,525
| -16% | -$99.2K | 0.02% | 449 |
|
|
2026
Q1 | $595K | Buy |
9,619
+631
| +7% | +$39K | 0.02% | 426 |
|
|
2025
Q4 | $527K | Sell |
8,988
-1,477
| -14% | -$89K | 0.02% | 411 |
|
|
2025
Q3 | $640K | Buy |
10,465
+4,586
| +78% | +$273K | 0.02% | 375 |
|
|
2025
Q2 | $332K | Sell |
5,879
-65
| -1% | -$3.56K | 0.01% | 477 |
|
|
2025
Q1 | $333K | Buy |
5,944
+802
| +16% | +$44.1K | 0.01% | 459 |
|
|
2024
Q4 | $277K | Buy |
5,142
+372
| +8% | +$21.2K | 0.01% | 457 |
|
|
2024
Q3 | $276K | Buy |
4,770
+220
| +5% | +$12K | 0.01% | 484 |
|
|
2024
Q2 | $223K | Buy |
4,550
+257
| +6% | +$13.1K | 0.01% | 514 |
|
|
2024
Q1 | $211K | Buy |
4,293
+380
| +10% | +$17.8K | 0.01% | 525 |
|
|
2023
Q4 | $184K | Sell |
3,913
-1,344
| -26% | -$60K | 0.01% | 500 |
|
|
2023
Q3 | $235K | Sell |
5,257
-7
| -0.1% | -$348 | 0.01% | 450 |
|
|
2023
Q2 | $273K | Buy |
5,264
+1,081
| +26% | +$58.8K | 0.01% | 448 |
|
|
2023
Q1 | $233K | Sell |
4,183
-772
| -16% | -$45.2K | 0.01% | 448 |
|
|
2022
Q4 | $304K | Buy |
+4,955
| New | +$311K | 0.02% | 428 |
|
|
2022
Q3 | – | Sell |
-1,636
| Closed | -$131K | – | 606 |
|
|
2022
Q2 | $131K | Sell |
1,636
-1,503
| -48% | -$124K | 0.01% | 503 |
|
|
2022
Q1 | $267K | Buy |
+3,139
| New | +$252K | 0.02% | 324 |
|
|
2021
Q4 | – | Sell |
-2,826
| Closed | -$206K | – | 453 |
|
|
2021
Q3 | $206K | Buy |
2,826
+156
| +6% | +$11.9K | 0.02% | 350 |
|
|
2021
Q2 | $196K | Buy |
2,670
+1,161
| +77% | +$89.6K | 0.02% | 337 |
|
|
2021
Q1 | $114K | Buy |
1,509
+9
| +0.6% | +$654 | 0.01% | 365 |
|
|
2020
Q4 | $113K | Sell |
1,500
-455
| -23% | -$36.1K | 0.01% | 346 |
|
|
2020
Q3 | $154K | Buy |
1,955
+112
| +6% | +$8.8K | 0.02% | 275 |
|
|
2020
Q2 | $150K | Buy |
1,843
+115
| +7% | +$9.22K | 0.02% | 261 |
|
|
2020
Q1 | $125K | Sell |
1,728
-125
| -7% | -$10.2K | 0.02% | 250 |
|
|
2019
Q4 | $153K | Hold |
1,853
| – | – | 0.03% | 209 |
|
|
2019
Q3 | $150K | Sell |
1,853
-143
| -7% | -$11.1K | 0.02% | 227 |
|
|
2019
Q2 | $154K | Buy |
1,996
+193
| +11% | +$14.7K | 0.02% | 240 |
|
|
2019
Q1 | $138K | Buy |
1,803
+1,423
| +374% | +$104K | 0.02% | 241 |
|
|
2018
Q4 | $27K | Buy |
380
+27
| +8% | +$1.97K | 0.01% | 297 |
|
|
2018
Q3 | $25K | Hold |
353
| – | – | 0.01% | 219 |
|
|
2018
Q2 | $24K | Buy |
+353
| New | +$23K | 0.01% | 190 |
|
Other funds holding D
CX Institutional's D Position: Q2 2026 in Review
CX Institutional reduced its Dominion Energy (D) stake by 16% in Q2 2026, selling an estimated $99.2K and leaving 8,094 shares worth $553K. The position accounts for 0.02% of the portfolio, ranked #449.
CX Institutional first reported a position in D in Q2 2018 and has held it in 31 quarters since. The position peaked at $640K in Q3 2025. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.
- CX Institutional held 8,094 shares of Dominion Energy worth $553K as of Q2 2026.
- CX Institutional sold 1,525 Dominion Energy shares in Q2 2026, an estimated $99.2K.
- Dominion Energy made up 0.02% of CX Institutional's portfolio in Q2 2026, its #449 holding.
- CX Institutional first reported a position in Dominion Energy in Q2 2018 and has held it in 31 quarters since.
- CX Institutional's Dominion Energy position peaked at $640K in Q3 2025.
- 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.
Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.