DJYG
D icon

David J. Yvars Group’s Dominion Energy D Stock Holding History

David J. Yvars Group’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 		$233K Buy
3,417
+2
+0.1% +$130 0.11% 90
2026
Q1 		$211K Sell
3,415
-128
-4% -$7.91K 0.12% 83
2025
Q4 		$208K Buy
3,543
+3
+0.1% +$181 0.11% 83
2025
Q3 		$217K Buy
+3,540
New +$210K 0.12% 85
2025
Q2 		– Sell
-4,208
Closed -$236K – 84
2025
Q1 		$236K Sell
4,208
-87
-2% -$4.79K 0.19% 55
2024
Q4 		$231K Buy
4,295
+452
+12% +$25.8K 0.14% 65
2024
Q3 		$222K Sell
3,843
-298
-7% -$16.3K 0.14% 68
2024
Q2 		$203K Buy
+4,141
New +$211K 0.13% 69

Other funds holding D

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

David J. Yvars Group's D Position: Q2 2026 in Review

David J. Yvars Group increased its Dominion Energy (D) stake by 0.06% in Q2 2026, buying an estimated $130 and bringing the position to 3,417 shares worth $233K. The position accounts for 0.11% of the portfolio, ranked #90.

David J. Yvars Group first reported a position in D in Q2 2024 and has held it in 8 quarters since. The position peaked at $236K in Q1 2025. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • David J. Yvars Group held 3,417 shares of Dominion Energy worth $233K as of Q2 2026.
  • David J. Yvars Group bought 2 Dominion Energy shares in Q2 2026, an estimated $130.
  • Dominion Energy made up 0.11% of David J. Yvars Group's portfolio in Q2 2026, its #90 holding.
  • David J. Yvars Group first reported a position in Dominion Energy in Q2 2024 and has held it in 8 quarters since.
  • David J. Yvars Group's Dominion Energy position peaked at $236K in Q1 2025.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on David J. Yvars Group's 13F filing for Q2 2026, filed 7 Jul 2026.