EFS
D icon

Essex Financial Services’s Dominion Energy D Stock Holding History

Essex Financial Services’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 		$882K Sell
14,275
-1,415
-9% -$87.4K 0.05% 317
2025
Q4 		$919K Buy
15,690
+715
+5% +$43.1K 0.05% 305
2025
Q3 		$916K Sell
14,975
-933
-6% -$55.5K 0.05% 291
2025
Q2 		$899K Sell
15,908
-192
-1% -$10.5K 0.06% 278
2025
Q1 		$903K Sell
16,100
-58
-0.4% -$3.19K 0.07% 249
2024
Q4 		$870K Sell
16,158
-1,435
-8% -$81.9K 0.06% 258
2024
Q3 		$1.06M Buy
17,593
+97
+0.6% +$5.3K 0.08% 231
2024
Q2 		$948K Buy
17,496
+2,212
+14% +$113K 0.07% 245
2024
Q1 		$752K Buy
+15,284
New +$714K 0.07% 247
2023
Q4 		– Sell
-4,557
Closed -$204K – 510
2023
Q3 		$204K Buy
+4,557
New +$226K 0.02% 445
2023
Q2 		– Sell
-4,791
Closed -$268K – 483
2023
Q1 		$268K Buy
+4,791
New +$280K 0.03% 396
2022
Q4 		– Sell
-3,749
Closed -$259K – 480
2022
Q3 		$259K Buy
3,749
+33
+0.9% +$2.66K 0.03% 367
2022
Q2 		$297K Sell
3,716
-44
-1% -$3.63K 0.03% 352
2022
Q1 		$319K Buy
3,760
+460
+14% +$36.9K 0.03% 358
2021
Q4 		$259K Buy
3,300
+347
+12% +$26.1K 0.03% 400
2021
Q3 		$216K Buy
+2,953
New +$225K 0.02% 426
2020
Q4 		– Sell
-2,731
Closed -$216K – 328
2020
Q3 		$216K Buy
+2,731
New +$215K 0.05% 251
2020
Q1 		– Sell
-3,185
Closed -$264K – 253
2019
Q4 		$264K Buy
3,185
+396
+14% +$32.4K 0.07% 226
2019
Q3 		$226K Sell
2,789
-159
-5% -$12.3K 0.07% 224
2019
Q2 		$228K Buy
2,948
+116
+4% +$8.84K 0.07% 212
2019
Q1 		$217K Buy
+2,832
New +$207K 0.07% 209
2018
Q1 		– Sell
-2,721
Closed -$221K – 360
2017
Q4 		$221K Sell
2,721
-860
-24% -$69.7K 0.05% 249
2017
Q3 		$275K Buy
3,581
+44
+1% +$3.42K 0.07% 221
2017
Q2 		$271K Sell
3,537
-453
-11% -$35.6K 0.06% 284
2017
Q1 		$310K Sell
3,990
-380
-9% -$28.7K 0.07% 249
2016
Q4 		$335K Buy
4,370
+382
+10% +$28.2K 0.07% 234
2016
Q3 		$296K Buy
3,988
+326
+9% +$24.8K 0.07% 245
2016
Q2 		$285K Buy
3,662
+34
+0.9% +$2.47K 0.07% 243
2016
Q1 		$273K Hold
3,628
– – 0.07% 250
2015
Q4 		$245K Hold
3,628
– – 0.06% 263
2015
Q3 		$255K Buy
3,628
+300
+9% +$21.1K 0.07% 258
2015
Q2 		$223K Hold
3,328
– – 0.06% 290
2015
Q1 		$236K Buy
3,328
+548
+20% +$40.7K 0.06% 278
2014
Q4 		$214K Buy
+2,780
New +$201K 0.06% 291
2014
Q2 		– Sell
-4,880
Closed -$346K – 305
2014
Q1 		$346K Hold
4,880
– – 0.11% 193
2013
Q4 		$316K Sell
4,880
-3,328
-41% -$214K 0.11% 195
2013
Q3 		$513 Buy
8,208
+222
+3% +$13.2K 0.16% 127
2013
Q2 		$454K Buy
+7,986
New +$468K 0.16% 139

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

Essex Financial Services's D Position: Q1 2026 in Review

Essex Financial Services reduced its Dominion Energy (D) stake by 9% in Q1 2026, selling an estimated $87.4K and leaving 14,275 shares worth $882K. The position accounts for 0.05% of the portfolio, ranked #317.

Essex Financial Services first reported a position in D in Q2 2013 and has held it in 38 quarters since. The position peaked at $1.06M in Q3 2024. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Essex Financial Services held 14,275 shares of Dominion Energy worth $882K as of Q1 2026.
  • Essex Financial Services sold 1,415 Dominion Energy shares in Q1 2026, an estimated $87.4K.
  • Dominion Energy made up 0.05% of Essex Financial Services's portfolio in Q1 2026, its #317 holding.
  • Essex Financial Services first reported a position in Dominion Energy in Q2 2013 and has held it in 38 quarters since.
  • Essex Financial Services's Dominion Energy position peaked at $1.06M in Q3 2024.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.