DI
D icon

Diligent Investors’s Dominion Energy D Stock Holding History

Diligent Investors’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
-6,455
Closed -$362K – 348
2025
Q1 		$362K Hold
6,455
– – 0.09% 244
2024
Q4 		$348K Hold
6,455
– – 0.08% 247
2024
Q3 		$373K Hold
6,455
– – 0.09% 230
2024
Q2 		$316K Buy
6,455
+200
+3% +$10.2K 0.08% 250
2024
Q1 		$308K Sell
6,255
-350
-5% -$16.4K 0.08% 251
2023
Q4 		$310K Buy
6,605
+1,000
+18% +$44.6K 0.09% 240
2023
Q3 		$250K Hold
5,605
– – 0.08% 250
2023
Q2 		$290K Buy
5,605
+130
+2% +$7.07K 0.09% 217
2023
Q1 		$306K Hold
5,475
– – 0.09% 206
2022
Q4 		$336K Buy
+5,475
New +$344K 0.11% 190

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

Diligent Investors's D Position: Q2 2025 in Review

Diligent Investors sold out of Dominion Energy (D) in Q2 2025, closing a stake of 6,455 shares — an estimated $362K sold.

Diligent Investors first reported a position in D in Q4 2022 and held it in 10 quarters. The position peaked at $373K in Q3 2024. 1,350 funds tracked by Wall St. Rank hold D as of Q2 2025.

  • Diligent Investors reported no remaining Dominion Energy position as of Q2 2025 after selling out during the quarter.
  • Diligent Investors sold 6,455 Dominion Energy shares in Q2 2025, an estimated $362K.
  • Diligent Investors first reported a position in Dominion Energy in Q4 2022 and held it in 10 quarters.
  • Diligent Investors's Dominion Energy position peaked at $373K in Q3 2024.
  • 1,350 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2025.

Based on Diligent Investors's 13F filing for Q2 2025, filed 22 Jul 2025.