EP
D icon

Essential Partners’s Dominion Energy D Stock Holding History

Essential 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
2026
Q2 		$19.1K Sell
280
-9,834
-97% -$639K 0.01% 925
2026
Q1 		$625K Hold
10,114
– – 0.21% 126
2025
Q4 		$593K Sell
10,114
-53
-0.5% -$3.19K 0.18% 157
2025
Q3 		$622K Buy
10,167
+53
+0.5% +$3.15K 0.21% 139
2025
Q2 		$572K Buy
+10,114
New +$554K 0.23% 133

Other funds holding D

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Essential Partners's D Position: Q2 2026 in Review

Essential Partners reduced its Dominion Energy (D) stake by 97% in Q2 2026, selling an estimated $639K and leaving 280 shares worth $19.1K. The position accounts for 0.01% of the portfolio, ranked #925.

Essential Partners first reported a position in D in Q2 2025 and has held it in 5 quarters since. The position peaked at $625K in Q1 2026. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Essential Partners held 280 shares of Dominion Energy worth $19.1K as of Q2 2026.
  • Essential Partners sold 9,834 Dominion Energy shares in Q2 2026, an estimated $639K.
  • Dominion Energy made up 0.01% of Essential Partners's portfolio in Q2 2026, its #925 holding.
  • Essential Partners first reported a position in Dominion Energy in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Dominion Energy position peaked at $625K in Q1 2026.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.