Edgestream Partners’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 | $15.2M | Buy |
+245,586
| New | +$15.2M | 0.5% | 3 |
|
|
2025
Q4 | – | Sell |
-42,667
| Closed | -$2.61M | – | 980 |
|
|
2025
Q3 | $2.61M | Buy |
42,667
+36,654
| +610% | +$2.18M | 0.08% | 453 |
|
|
2025
Q2 | $340K | Buy |
+6,013
| New | +$329K | 0.01% | 777 |
|
|
2025
Q1 | – | Sell |
-5,920
| Closed | -$319K | – | 885 |
|
|
2024
Q4 | $319K | Sell |
5,920
-35,951
| -86% | -$2.05M | 0.01% | 751 |
|
|
2024
Q3 | $2.42M | Buy |
41,871
+37,497
| +857% | +$2.05M | 0.11% | 346 |
|
|
2024
Q2 | $214K | Buy |
+4,374
| New | +$223K | 0.01% | 803 |
|
|
2023
Q4 | – | Sell |
-20,376
| Closed | -$910K | – | 878 |
|
|
2023
Q3 | $910K | Buy |
+20,376
| New | +$1.01M | 0.07% | 428 |
|
|
2023
Q2 | – | Sell |
-16,856
| Closed | -$942K | – | 746 |
|
|
2023
Q1 | $942K | Sell |
16,856
-37,143
| -69% | -$2.17M | 0.1% | 303 |
|
|
2022
Q4 | $3.31M | Buy |
+53,999
| New | +$3.39M | 0.37% | 71 |
|
|
2021
Q2 | – | Sell |
-40,751
| Closed | -$3.1M | – | 458 |
|
|
2021
Q1 | $3.1M | Sell |
40,751
-48,782
| -54% | -$3.54M | 0.17% | 202 |
|
|
2020
Q4 | $6.73M | Buy |
89,533
+30,483
| +52% | +$2.42M | 0.34% | 101 |
|
|
2020
Q3 | $4.66M | Buy |
59,050
+45,299
| +329% | +$3.56M | 0.3% | 111 |
|
|
2020
Q2 | $1.12M | Buy |
+13,751
| New | +$1.1M | 0.06% | 239 |
|
|
2019
Q4 | – | Sell |
-26,123
| Closed | -$2.12M | – | 320 |
|
|
2019
Q3 | $2.12M | Sell |
26,123
-37,691
| -59% | -$2.92M | 0.2% | 136 |
|
|
2019
Q2 | $4.93M | Buy |
+63,814
| New | +$4.86M | 0.56% | 60 |
|
|
2018
Q3 | – | Sell |
-10,205
| Closed | -$696K | – | 268 |
|
|
2018
Q2 | $696K | Buy |
10,205
+2,540
| +33% | +$165K | 0.14% | 173 |
|
|
2018
Q1 | $517K | Buy |
+7,665
| New | +$566K | 0.1% | 180 |
|
|
2017
Q4 | – | Sell |
-4,577
| Closed | -$352K | – | 91 |
|
|
2017
Q3 | $352K | Sell |
4,577
-2,728
| -37% | -$212K | 0.19% | 88 |
|
|
2017
Q2 | $560K | Sell |
7,305
-1,407
| -16% | -$111K | 0.21% | 77 |
|
|
2017
Q1 | $676K | Buy |
+8,712
| New | +$659K | 0.3% | 73 |
|
|
2016
Q4 | – | Sell |
-10,432
| Closed | -$775K | – | 95 |
|
|
2016
Q3 | $775K | Buy |
+10,432
| New | +$795K | 0.43% | 56 |
|
|
2016
Q2 | – | Sell |
-3,635
| Closed | -$273K | – | 51 |
|
|
2016
Q1 | $273K | Buy |
+3,635
| New | +$257K | 0.31% | 60 |
|
|
2015
Q4 | – | Sell |
-3,462
| Closed | -$244K | – | 68 |
|
|
2015
Q3 | $244K | Sell |
3,462
-4,895
| -59% | -$344K | 0.43% | 46 |
|
|
2015
Q2 | $559K | Buy |
8,357
+2,505
| +43% | +$176K | 0.39% | 62 |
|
|
2015
Q1 | $415K | Buy |
5,852
+3,242
| +124% | +$241K | 0.54% | 43 |
|
|
2014
Q4 | $201K | Sell |
2,610
-3,828
| -59% | -$277K | 0.46% | 58 |
|
|
2014
Q3 | $445K | Buy |
+6,438
| New | +$444K | 0.39% | 53 |
|
Other funds holding D
VCM
VPM
Edgestream Partners's D Position: Q1 2026 in Review
Edgestream Partners opened a new position in Dominion Energy (D) in Q1 2026: 245,586 shares worth $15.2M. The stake represents 0.5% of the portfolio and ranks #3 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in D as recently as Q3 2025.
Edgestream Partners first reported a position in D in Q3 2014 and has held it in 27 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.
- Edgestream Partners held 245,586 shares of Dominion Energy worth $15.2M as of Q1 2026.
- Dominion Energy was a new Edgestream Partners position in Q1 2026.
- Dominion Energy made up 0.5% of Edgestream Partners's portfolio in Q1 2026, its #3 holding.
- Edgestream Partners first reported a position in Dominion Energy in Q3 2014 and has held it in 27 quarters since.
- 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.
Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.