EHC
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Everett Harris & Co’s Dominion Energy D Stock Holding History

Everett Harris & Co’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 		$11.1M Buy
162,221
+11,813
+8% +$768K 0.14% 52
2026
Q1 		$9.3M Buy
150,408
+12,474
+9% +$770K 0.12% 54
2025
Q4 		$8.08M Buy
137,934
+9,681
+8% +$583K 0.1% 57
2025
Q3 		$7.85M Sell
128,253
-2,390
-2% -$142K 0.1% 57
2025
Q2 		$7.38M Buy
130,643
+5,764
+5% +$316K 0.09% 61
2025
Q1 		$7M Buy
124,879
+2,848
+2% +$157K 0.09% 64
2024
Q4 		$6.57M Buy
122,031
+8,902
+8% +$508K 0.08% 65
2024
Q3 		$6.54M Buy
113,129
+25,280
+29% +$1.38M 0.08% 68
2024
Q2 		$4.3M Buy
87,849
+32,180
+58% +$1.64M 0.06% 73
2024
Q1 		$2.74M Buy
55,669
+10,690
+24% +$499K 0.04% 90
2023
Q4 		$2.11M Sell
44,979
-3,855
-8% -$172K 0.03% 97
2023
Q3 		$2.18M Sell
48,834
-2,295
-4% -$114K 0.03% 93
2023
Q2 		$2.65M Buy
51,129
+19,075
+60% +$1.04M 0.04% 84
2023
Q1 		$1.79M Buy
32,054
+880
+3% +$51.5K 0.03% 99
2022
Q4 		$1.91M Buy
31,174
+7,557
+32% +$475K 0.03% 95
2022
Q3 		$1.63M Buy
23,617
+495
+2% +$40K 0.03% 100
2022
Q2 		$1.84M Buy
23,122
+373
+2% +$30.8K 0.03% 99
2022
Q1 		$1.93M Buy
22,749
+350
+2% +$28.1K 0.03% 104
2021
Q4 		$1.76M Buy
22,399
+2,180
+11% +$164K 0.02% 107
2021
Q3 		$1.48M Buy
20,219
+2,820
+16% +$215K 0.02% 114
2021
Q2 		$1.28M Buy
17,399
+13,425
+338% +$1.04M 0.02% 127
2021
Q1 		$302K Buy
3,974
+100
+3% +$7.26K 0.01% 221
2020
Q4 		$291K Hold
3,874
– – 0.01% 217
2020
Q3 		$306K Sell
3,874
-482
-11% -$37.9K 0.01% 204
2020
Q2 		$354K Buy
4,356
+29
+0.7% +$2.33K 0.01% 178
2020
Q1 		$312K Buy
+4,327
New +$353K 0.01% 173

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

Everett Harris & Co's D Position: Q2 2026 in Review

Everett Harris & Co increased its Dominion Energy (D) stake by 7.9% in Q2 2026, buying an estimated $768K and bringing the position to 162,221 shares worth $11.1M. The position accounts for 0.14% of the portfolio, ranked #52.

Everett Harris & Co first reported a position in D in Q1 2020 and has held it in 26 quarters since. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Everett Harris & Co held 162,221 shares of Dominion Energy worth $11.1M as of Q2 2026.
  • Everett Harris & Co bought 11,813 Dominion Energy shares in Q2 2026, an estimated $768K.
  • Dominion Energy made up 0.14% of Everett Harris & Co's portfolio in Q2 2026, its #52 holding.
  • Everett Harris & Co first reported a position in Dominion Energy in Q1 2020 and has held it in 26 quarters since.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Everett Harris & Co's 13F filing for Q2 2026, filed 3 Aug 2026.