Fidelis Capital Partners’s Dominion Energy D Stock Holding History

Fidelis Capital 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	$705K	Buy	10,328 +6	+0.1%	+$390	0.04%	286
2026 Q1	$638K	Buy	10,322 +45	+0.4%	+$2.78K	0.05%	284
2025 Q4	$602K	Buy	10,277 +594	+6%	+$35.8K	0.04%	281
2025 Q3	$592K	Sell	9,683 -205	-2%	-$12.2K	0.05%	272
2025 Q2	$603K	Buy	9,888 +230	+2%	+$12.6K	0.05%	237
2025 Q1	$511K	Buy	9,658 +519	+6%	+$28.5K	0.05%	242
2024 Q4	$515K	Sell	9,139 -127	-1%	-$7.25K	0.05%	247
2024 Q3	$565K	Buy	9,266 +280	+3%	+$15.3K	0.07%	220
2024 Q2	$495K	Sell	8,986 -899	-9%	-$45.8K	0.07%	212
2024 Q1	$486K	Buy	9,885 +4,171	+73%	+$195K	0.07%	213
2023 Q4	$269K	Buy	+5,714	New	+$255K	0.06%	267

Other funds holding D

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelis Capital Partners's D Position: Q2 2026 in Review

Fidelis Capital Partners increased its Dominion Energy (D) stake by 0.06% in Q2 2026, buying an estimated $390 and bringing the position to 10,328 shares worth $705K. The position accounts for 0.04% of the portfolio, ranked #286.

Fidelis Capital Partners first reported a position in D in Q4 2023 and has held it in 11 quarters since. 1,553 funds tracked by Wall St. Rank hold D as of Q2 2026.

Fidelis Capital Partners held 10,328 shares of Dominion Energy worth $705K as of Q2 2026.
Fidelis Capital Partners bought 6 Dominion Energy shares in Q2 2026, an estimated $390.
Dominion Energy made up 0.04% of Fidelis Capital Partners's portfolio in Q2 2026, its #286 holding.
Fidelis Capital Partners first reported a position in Dominion Energy in Q4 2023 and has held it in 11 quarters since.
1,553 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.