Dorsey & Whitney Trust’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
Q1 | $747K | Buy |
12,086
+21
| +0.2% | +$1.3K | 0.04% | 345 |
|
|
2025
Q4 | $707K | Sell |
12,065
-3,283
| -21% | -$198K | 0.04% | 355 |
|
|
2025
Q3 | $939K | Buy |
15,348
+2,615
| +21% | +$155K | 0.05% | 294 |
|
|
2025
Q2 | $720K | Sell |
12,733
-2,608
| -17% | -$143K | 0.04% | 342 |
|
|
2025
Q1 | $860K | Sell |
15,341
-240
| -2% | -$13.2K | 0.05% | 292 |
|
|
2024
Q4 | $839K | Sell |
15,581
-2,619
| -14% | -$149K | 0.05% | 290 |
|
|
2024
Q3 | $1.05M | Buy |
18,200
+6,192
| +52% | +$338K | 0.06% | 251 |
|
|
2024
Q2 | $588K | Sell |
12,008
-955
| -7% | -$48.7K | 0.04% | 321 |
|
|
2024
Q1 | $638K | Buy |
12,963
+4,390
| +51% | +$205K | 0.04% | 298 |
|
|
2023
Q4 | $403K | Buy |
8,573
+3,528
| +70% | +$157K | 0.03% | 384 |
|
|
2023
Q3 | $225K | Sell |
5,045
-4,612
| -48% | -$229K | 0.02% | 509 |
|
|
2023
Q2 | $500K | Buy |
9,657
+4,227
| +78% | +$230K | 0.04% | 323 |
|
|
2023
Q1 | $304K | Buy |
5,430
+118
| +2% | +$6.91K | 0.03% | 422 |
|
|
2022
Q4 | $326K | Sell |
5,312
-966
| -15% | -$60.7K | 0.03% | 393 |
|
|
2022
Q3 | $435K | Buy |
6,278
+693
| +12% | +$55.9K | 0.05% | 311 |
|
|
2022
Q2 | $445K | Buy |
5,585
+657
| +13% | +$54.3K | 0.05% | 305 |
|
|
2022
Q1 | $418K | Sell |
4,928
-3
| -0.1% | -$241 | 0.04% | 338 |
|
|
2021
Q4 | $387K | Sell |
4,931
-231
| -4% | -$17.4K | 0.03% | 351 |
|
|
2021
Q3 | $378K | Buy |
5,162
+155
| +3% | +$11.8K | 0.04% | 345 |
|
|
2021
Q2 | $368K | Sell |
5,007
-1,431
| -22% | -$110K | 0.04% | 348 |
|
|
2021
Q1 | $489K | Sell |
6,438
-1,081
| -14% | -$78.5K | 0.05% | 283 |
|
|
2020
Q4 | $564K | Sell |
7,519
-392
| -5% | -$31.1K | 0.07% | 228 |
|
|
2020
Q3 | $625K | Buy |
7,911
+1,524
| +24% | +$120K | 0.08% | 199 |
|
|
2020
Q2 | $519K | Buy |
6,387
+741
| +13% | +$59.4K | 0.07% | 222 |
|
|
2020
Q1 | $407K | Sell |
5,646
-115
| -2% | -$9.39K | 0.07% | 230 |
|
|
2019
Q4 | $477K | Buy |
5,761
+180
| +3% | +$14.7K | 0.06% | 233 |
|
|
2019
Q3 | $451K | Buy |
5,581
+16
| +0.3% | +$1.24K | 0.07% | 233 |
|
|
2019
Q2 | $430K | Buy |
5,565
+611
| +12% | +$46.6K | 0.07% | 232 |
|
|
2019
Q1 | $380K | Buy |
4,954
+489
| +11% | +$35.7K | 0.06% | 243 |
|
|
2018
Q4 | $319K | Sell |
4,465
-143
| -3% | -$10.4K | 0.06% | 243 |
|
|
2018
Q3 | $324K | Buy |
4,608
+702
| +18% | +$49.7K | 0.05% | 263 |
|
|
2018
Q2 | $267K | Buy |
+3,906
| New | +$254K | 0.05% | 285 |
|
|
2018
Q1 | – | Sell |
-2,504
| Closed | -$203K | – | 380 |
|
|
2017
Q4 | $203K | Buy |
+2,504
| New | +$203K | 0.04% | 326 |
|
Other funds holding D
VCM
VPM
Dorsey & Whitney Trust's D Position: Q1 2026 in Review
Dorsey & Whitney Trust increased its Dominion Energy (D) stake by 0.17% in Q1 2026, buying an estimated $1.3K and bringing the position to 12,086 shares worth $747K. The position accounts for 0.04% of the portfolio, ranked #345.
Dorsey & Whitney Trust first reported a position in D in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.05M in Q3 2024. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.
- Dorsey & Whitney Trust held 12,086 shares of Dominion Energy worth $747K as of Q1 2026.
- Dorsey & Whitney Trust bought 21 Dominion Energy shares in Q1 2026, an estimated $1.3K.
- Dominion Energy made up 0.04% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #345 holding.
- Dorsey & Whitney Trust first reported a position in Dominion Energy in Q4 2017 and has held it in 33 quarters since.
- Dorsey & Whitney Trust's Dominion Energy position peaked at $1.05M in Q3 2024.
- 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.
Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.