EIP
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Epoch Investment Partners’s Dominion Energy D Stock Holding History

Epoch Investment Partners’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
2024
Q4 		– Sell
-4,125
Closed -$238K – 310
2024
Q3 		$238K Sell
4,125
-320
-7% -$17.5K ﹤0.01% 363
2024
Q2 		$218K Hold
4,445
– – ﹤0.01% 376
2024
Q1 		$219K Sell
4,445
-320
-7% -$14.9K ﹤0.01% 400
2023
Q4 		$224K Hold
4,765
– – ﹤0.01% 406
2023
Q3 		$213K Hold
4,765
– – ﹤0.01% 417
2023
Q2 		$247K Sell
4,765
-2,240
-32% -$122K ﹤0.01% 430
2023
Q1 		$392K Sell
7,005
-37,995
-84% -$2.22M ﹤0.01% 409
2022
Q4 		$2.76M Sell
45,000
-1,753
-4% -$110K 0.02% 305
2022
Q3 		$3.23M Sell
46,753
-625,366
-93% -$50.5M 0.02% 312
2022
Q2 		$53.6M Sell
672,119
-93,643
-12% -$7.73M 0.31% 113
2022
Q1 		$65.1M Buy
765,762
+2,772
+0.4% +$223K 0.32% 104
2021
Q4 		$59.9M Sell
762,990
-426,730
-36% -$32.1M 0.3% 116
2021
Q3 		$86.9M Sell
1,189,720
-27,090
-2% -$2.07M 0.48% 70
2021
Q2 		$89.5M Sell
1,216,810
-458,198
-27% -$35.4M 0.48% 76
2021
Q1 		$127M Sell
1,675,008
-201,243
-11% -$14.6M 0.6% 54
2020
Q4 		$141M Sell
1,876,251
-61,354
-3% -$4.87M 0.65% 49
2020
Q3 		$153M Sell
1,937,605
-69,744
-3% -$5.48M 0.76% 41
2020
Q2 		$163M Sell
2,007,349
-865,212
-30% -$69.4M 0.84% 32
2020
Q1 		$207M Sell
2,872,561
-28,798
-1% -$2.35M 1.26% 16
2019
Q4 		$240M Buy
2,901,359
+472,881
+19% +$38.6M 1.04% 22
2019
Q3 		$197M Buy
2,428,478
+120,829
+5% +$9.34M 0.9% 34
2019
Q2 		$178M Sell
2,307,649
-198,202
-8% -$15.1M 0.81% 42
2019
Q1 		$192M Sell
2,505,851
-79,859
-3% -$5.83M 0.84% 39
2018
Q4 		$185M Sell
2,585,710
-345,048
-12% -$25.2M 0.86% 37
2018
Q3 		$206M Sell
2,930,758
-189,391
-6% -$13.4M 0.78% 40
2018
Q2 		$213K Sell
3,120,149
-236,558
-7% -$15.4M 0.66% 39
2018
Q1 		$226M Sell
3,356,707
-194,661
-5% -$14.4M 0.8% 39
2017
Q4 		$288M Buy
3,551,368
+23,389
+0.7% +$1.89M 0.95% 34
2017
Q3 		$271M Buy
3,527,979
+684,637
+24% +$53.2M 0.91% 33
2017
Q2 		$218M Buy
2,843,342
+101,617
+4% +$7.99M 0.74% 49
2017
Q1 		$213M Buy
2,741,725
+838,574
+44% +$63.4M 0.71% 56
2016
Q4 		$146M Sell
1,903,151
-20,914
-1% -$1.54M 0.55% 75
2016
Q3 		$143M Buy
1,924,065
+1,900,080
+7,922% +$145M 0.53% 72
2016
Q2 		$1.87M Buy
23,985
+10,211
+74% +$741K 0.01% 226
2016
Q1 		$1.03M Buy
13,774
+1,875
+16% +$133K ﹤0.01% 253
2015
Q4 		$805K Buy
11,899
+1,905
+19% +$132K ﹤0.01% 266
2015
Q3 		$703K Buy
9,994
+858
+9% +$60.3K ﹤0.01% 235
2015
Q2 		$610K Sell
9,136
-5,203
-36% -$366K ﹤0.01% 245
2015
Q1 		$1.02M Sell
14,339
-1,315,747
-99% -$97.6M ﹤0.01% 228
2014
Q4 		$102M Buy
1,330,086
+18,197
+1% +$1.32M 0.37% 87
2014
Q3 		$90.6M Buy
1,311,889
+59,084
+5% +$4.08M 0.35% 92
2014
Q2 		$89.6M Buy
1,252,805
+62,758
+5% +$4.4M 0.35% 93
2014
Q1 		$84.5M Buy
1,190,047
+34,212
+3% +$2.34M 0.34% 95
2013
Q4 		$74.8M Buy
1,155,835
+34,045
+3% +$2.19M 0.32% 103
2013
Q3 		$70.1M Sell
1,121,790
-279,787
-20% -$16.6M 0.31% 107
2013
Q2 		$79.6M Buy
+1,401,577
New +$82.1M 0.4% 95

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Epoch Investment Partners's D Position: Q4 2024 in Review

Epoch Investment Partners sold out of Dominion Energy (D) in Q4 2024, closing a stake of 4,125 shares — an estimated $238K sold.

Epoch Investment Partners first reported a position in D in Q2 2013 and held it in 46 quarters. The position peaked at $288M in Q4 2017. 1,371 funds tracked by Wall St. Rank hold D as of Q4 2024.

  • Epoch Investment Partners reported no remaining Dominion Energy position as of Q4 2024 after selling out during the quarter.
  • Epoch Investment Partners sold 4,125 Dominion Energy shares in Q4 2024, an estimated $238K.
  • Epoch Investment Partners first reported a position in Dominion Energy in Q2 2013 and held it in 46 quarters.
  • Epoch Investment Partners's Dominion Energy position peaked at $288M in Q4 2017.
  • 1,371 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2024.

Based on Epoch Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.