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Gleason Group’s Dominion Energy D Stock Holding History

Gleason Group’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 		$68.5K Sell
1,002
-191
-16% -$12.4K 0.01% 122
2026
Q1 		$73.7K Buy
1,193
+211
+21% +$13K 0.01% 108
2025
Q4 		$57.5K Buy
982
+11
+1% +$663 0.01% 119
2025
Q3 		$59.4K Buy
971
+11
+1% +$654 0.01% 108
2025
Q2 		$54.3K Buy
960
+11
+1% +$603 0.01% 109
2025
Q1 		$53.2K Buy
949
+12
+1% +$660 0.01% 109
2024
Q4 		$50.5K Buy
937
+11
+1% +$628 0.01% 112
2024
Q3 		$53.5K Sell
926
-61
-6% -$3.33K 0.01% 111
2024
Q2 		$48.4K Buy
987
+84
+9% +$4.28K 0.01% 123
2024
Q1 		$44.4K Buy
903
+12
+1% +$561 0.01% 119
2023
Q4 		$41.9K Sell
891
-7,705
-90% -$344K 0.01% 123
2023
Q3 		$384K Buy
8,596
+117
+1% +$5.81K 0.1% 53
2023
Q2 		$439K Buy
8,479
+104
+1% +$5.65K 0.11% 52
2023
Q1 		$468K Buy
8,375
+100
+1% +$5.85K 0.13% 51
2022
Q4 		$507K Buy
8,275
+92
+1% +$5.78K 0.16% 49
2022
Q3 		$566K Buy
8,183
+68
+0.8% +$5.49K 0.2% 41
2022
Q2 		$648K Buy
8,115
+73
+0.9% +$6.03K 0.22% 37
2022
Q1 		$683K Buy
8,042
+65
+0.8% +$5.22K 0.2% 38
2021
Q4 		$627K Buy
7,977
+64
+0.8% +$4.82K 0.2% 41
2021
Q3 		$578K Buy
7,913
+66
+0.8% +$5.03K 0.21% 42
2021
Q2 		$577K Buy
7,847
+65
+0.8% +$5.02K 0.21% 41
2021
Q1 		$591K Buy
7,782
+56
+0.7% +$4.07K 0.23% 40
2020
Q4 		$581K Buy
7,726
+74
+1% +$5.88K 0.28% 39
2020
Q3 		$604K Buy
7,652
+90
+1% +$7.07K 0.35% 33
2020
Q2 		$614K Buy
7,562
+83
+1% +$6.66K 0.38% 35
2020
Q1 		$540K Buy
7,479
+88
+1% +$7.19K 0.43% 29
2019
Q4 		$612K Buy
+7,391
New +$604K 0.37% 35

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

Gleason Group's D Position: Q2 2026 in Review

Gleason Group reduced its Dominion Energy (D) stake by 16% in Q2 2026, selling an estimated $12.4K and leaving 1,002 shares worth $68.5K. The position accounts for 0.01% of the portfolio, ranked #122.

Gleason Group first reported a position in D in Q4 2019 and has held it in 27 quarters since. The position peaked at $683K in Q1 2022. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Gleason Group held 1,002 shares of Dominion Energy worth $68.5K as of Q2 2026.
  • Gleason Group sold 191 Dominion Energy shares in Q2 2026, an estimated $12.4K.
  • Dominion Energy made up 0.01% of Gleason Group's portfolio in Q2 2026, its #122 holding.
  • Gleason Group first reported a position in Dominion Energy in Q4 2019 and has held it in 27 quarters since.
  • Gleason Group's Dominion Energy position peaked at $683K in Q1 2022.
  • 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Gleason Group's 13F filing for Q2 2026, filed 13 Jul 2026.