DCM
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Donaldson Capital Management’s Dominion Energy D Stock Holding History

Donaldson Capital Management’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
Q1 		$1.54M Buy
24,921
+2,958
+13% +$183K 0.05% 118
2025
Q4 		$1.29M Buy
21,963
+1,552
+8% +$93.5K 0.04% 130
2025
Q3 		$1.25M Buy
20,411
+1,408
+7% +$83.7K 0.04% 131
2025
Q2 		$1.07M Buy
19,003
+818
+4% +$44.8K 0.04% 136
2025
Q1 		$1.02M Buy
18,185
+1,423
+8% +$78.3K 0.04% 133
2024
Q4 		$903K Buy
16,762
+247
+1% +$14.1K 0.03% 141
2024
Q3 		$954K Buy
16,515
+3,778
+30% +$206K 0.04% 133
2024
Q2 		$624K Sell
12,737
-71
-0.6% -$3.62K 0.03% 147
2024
Q1 		$630K Sell
12,808
-240
-2% -$11.2K 0.03% 146
2023
Q4 		$613K Sell
13,048
-1,526
-10% -$68.1K 0.03% 151
2023
Q3 		$651K Buy
14,574
+1,744
+14% +$86.6K 0.03% 145
2023
Q2 		$664K Sell
12,830
-545
-4% -$29.6K 0.03% 144
2023
Q1 		$748K Buy
13,375
+2,420
+22% +$142K 0.04% 137
2022
Q4 		$672K Sell
10,955
-520
-5% -$32.7K 0.03% 140
2022
Q3 		$793K Buy
11,475
+619
+6% +$50K 0.04% 125
2022
Q2 		$866K Buy
10,856
+133
+1% +$11K 0.04% 121
2022
Q1 		$911K Buy
10,723
+3,437
+47% +$276K 0.04% 134
2021
Q4 		$572K Buy
7,286
+575
+9% +$43.3K 0.03% 173
2021
Q3 		$490K Buy
6,711
+18
+0.3% +$1.37K 0.02% 170
2021
Q2 		$492K Sell
6,693
-1,246
-16% -$96.2K 0.03% 173
2021
Q1 		$603K Sell
7,939
-4,701
-37% -$341K 0.03% 151
2020
Q4 		$950K Sell
12,640
-2,413
-16% -$192K 0.06% 105
2020
Q3 		$1.19M Sell
15,053
-167
-1% -$13.1K 0.08% 88
2020
Q2 		$1.24M Sell
15,220
-2,728
-15% -$219K 0.09% 85
2020
Q1 		$1.3M Sell
17,948
-1,287
-7% -$105K 0.11% 77
2019
Q4 		$1.59M Sell
19,235
-1,761
-8% -$144K 0.11% 82
2019
Q3 		$1.7M Buy
20,996
+418
+2% +$32.3K 0.13% 79
2019
Q2 		$1.59M Sell
20,578
-2,116
-9% -$161K 0.13% 67
2019
Q1 		$1.74M Sell
22,694
-7,811
-26% -$570K 0.15% 60
2018
Q4 		$2.18M Sell
30,505
-3,334
-10% -$244K 0.22% 55
2018
Q3 		$2.38M Sell
33,839
-899
-3% -$63.7K 0.21% 58
2018
Q2 		$2.37M Sell
34,738
-252,979
-88% -$16.5M 0.23% 55
2018
Q1 		$19.4M Sell
287,717
-63,504
-18% -$4.69M 1.91% 28
2017
Q4 		$28.5M Buy
351,221
+1,767
+0.5% +$143K 2.78% 15
2017
Q3 		$26.9M Buy
349,454
+9,204
+3% +$716K 2.82% 14
2017
Q2 		$26.1M Sell
340,250
-5,269
-2% -$414K 2.96% 12
2017
Q1 		$26.8M Sell
345,519
-1,041
-0.3% -$78.7K 3.11% 12
2016
Q4 		$26.5M Buy
346,560
+20,847
+6% +$1.54M 3.27% 7
2016
Q3 		$24.2M Buy
325,713
+1,516
+0.5% +$116K 3.2% 8
2016
Q2 		$25.3M Buy
324,197
+10,208
+3% +$741K 3.5% 5
2016
Q1 		$23.6M Buy
313,989
+9,632
+3% +$681K 3.4% 7
2015
Q4 		$20.6M Sell
304,357
-78
-0% -$5.39K 3.01% 13
2015
Q3 		$21.4M Buy
304,435
+1,783
+0.6% +$125K 3.2% 5
2015
Q2 		$20.2M Buy
302,652
+1,379
+0.5% +$97K 2.88% 14
2015
Q1 		$21.4M Buy
301,273
+90,043
+43% +$6.68M 3.01% 14
2014
Q4 		$16.2M Buy
211,230
+6,257
+3% +$453K 2.43% 21
2014
Q3 		$14.2M Buy
204,973
+1,505
+0.7% +$104K 2.24% 26
2014
Q2 		$14.6M Buy
203,468
+13,967
+7% +$980K 2.33% 25
2014
Q1 		$13.5M Buy
189,501
+12,083
+7% +$825K 2.43% 23
2013
Q4 		$11.5M Buy
177,418
+4,500
+3% +$290K 2.22% 25
2013
Q3 		$10.8M Buy
172,918
+4,845
+3% +$287K 2.29% 26
2013
Q2 		$9.55M Buy
+168,073
New +$9.85M 2.16% 26

Other funds holding D

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Donaldson Capital Management's D Position: Q1 2026 in Review

Donaldson Capital Management increased its Dominion Energy (D) stake by 13% in Q1 2026, buying an estimated $183K and bringing the position to 24,921 shares worth $1.54M. The position accounts for 0.05% of the portfolio, ranked #118.

Donaldson Capital Management first reported a position in D in Q2 2013 and has held it in 52 quarters since. The position peaked at $28.5M in Q4 2017. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Donaldson Capital Management held 24,921 shares of Dominion Energy worth $1.54M as of Q1 2026.
  • Donaldson Capital Management bought 2,958 Dominion Energy shares in Q1 2026, an estimated $183K.
  • Dominion Energy made up 0.05% of Donaldson Capital Management's portfolio in Q1 2026, its #118 holding.
  • Donaldson Capital Management first reported a position in Dominion Energy in Q2 2013 and has held it in 52 quarters since.
  • Donaldson Capital Management's Dominion Energy position peaked at $28.5M in Q4 2017.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Donaldson Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.