ESB
D icon

Essex Savings Bank’s Dominion Energy D Stock Holding History

Essex Savings Bank’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 		$298K Sell
4,369
-22
-0.5% -$1.43K 0.06% 242
2026
Q1 		$271K Hold
4,391
– – 0.06% 242
2025
Q4 		$257K Sell
4,391
-595
-12% -$35.8K 0.06% 256
2025
Q3 		$305K Hold
4,986
– – 0.07% 222
2025
Q2 		$282K Sell
4,986
-496
-9% -$27.2K 0.07% 226
2025
Q1 		$307K Buy
5,482
+766
+16% +$42.1K 0.08% 210
2024
Q4 		$254K Buy
4,716
+11
+0.2% +$628 0.06% 236
2024
Q3 		$272K Buy
4,705
+500
+12% +$27.3K 0.07% 230
2024
Q2 		$206K Buy
+4,205
New +$214K 0.06% 255
2022
Q4 		– Sell
-3,350
Closed -$232K – 223
2022
Q3 		$232K Buy
3,350
+475
+17% +$38.3K 0.09% 184
2022
Q2 		$229K Buy
2,875
+100
+4% +$8.26K 0.09% 187
2022
Q1 		$236K Buy
2,775
+200
+8% +$16.1K 0.08% 199
2021
Q4 		$202K Sell
2,575
-1,746
-40% -$131K 0.07% 221
2021
Q3 		$336K Sell
4,321
-174
-4% -$13.3K 0.12% 157
2021
Q2 		$342K Buy
4,495
+65
+1% +$5.02K 0.13% 155
2021
Q1 		$303K Buy
4,430
+11
+0.2% +$799 0.13% 150
2020
Q4 		$333K Hold
4,419
– – 0.15% 144
2020
Q3 		$349K Buy
4,419
+184
+4% +$14.5K 0.17% 130
2020
Q2 		$344K Buy
+4,235
New +$340K 0.2% 115
2020
Q1 		– Sell
-2,650
Closed -$220K – 150
2019
Q4 		$220K Hold
2,650
– – 0.11% 165
2019
Q3 		$215K Buy
2,650
+502
+23% +$38.8K 0.11% 166
2019
Q2 		$166K Hold
2,148
– – 0.06% 252
2019
Q1 		$165K Sell
2,148
-250
-10% -$18.3K 0.09% 160
2018
Q4 		$171K Buy
+2,398
New +$175K 0.11% 150

Other funds holding D

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Essex Savings Bank's D Position: Q2 2026 in Review

Essex Savings Bank reduced its Dominion Energy (D) stake by 0.5% in Q2 2026, selling an estimated $1.43K and leaving 4,369 shares worth $298K. The position accounts for 0.06% of the portfolio, ranked #242.

Essex Savings Bank first reported a position in D in Q4 2018 and has held it in 24 quarters since. The position peaked at $349K in Q3 2020. 729 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Essex Savings Bank held 4,369 shares of Dominion Energy worth $298K as of Q2 2026.
  • Essex Savings Bank sold 22 Dominion Energy shares in Q2 2026, an estimated $1.43K.
  • Dominion Energy made up 0.06% of Essex Savings Bank's portfolio in Q2 2026, its #242 holding.
  • Essex Savings Bank first reported a position in Dominion Energy in Q4 2018 and has held it in 24 quarters since.
  • Essex Savings Bank's Dominion Energy position peaked at $349K in Q3 2020.
  • 729 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.