Graver Capital Management’s Dominion Energy D Stock Holding History

Graver Capital Management’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	$546K	Hold	8,000	–	–	0.39%	16
2026 Q1	$495K	Hold	8,000	–	–	0.38%	16
2025 Q4	$469K	Hold	8,000	–	–	0.37%	16
2025 Q3	$489K	Hold	8,000	–	–	0.41%	16
2025 Q2	$452K	Hold	8,000	–	–	0.4%	17
2025 Q1	$449K	Hold	8,000	–	–	0.46%	17
2024 Q4	$431K	Buy	+8,000	New	+$456K	0.45%	18

Other funds holding D

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return

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

Graver Capital Management's D Position: Q2 2026 in Review

Graver Capital Management held its Dominion Energy (D) position steady in Q2 2026 at 8,000 shares worth $546K. The position accounts for 0.39% of the portfolio, ranked #16.

Graver Capital Management first reported a position in D in Q4 2024 and has held it in 7 quarters since. 936 funds tracked by Wall St. Rank hold D as of Q2 2026.

Graver Capital Management held 8,000 shares of Dominion Energy worth $546K as of Q2 2026.
Graver Capital Management left its Dominion Energy share count unchanged in Q2 2026.
Dominion Energy made up 0.39% of Graver Capital Management's portfolio in Q2 2026, its #16 holding.
Graver Capital Management first reported a position in Dominion Energy in Q4 2024 and has held it in 7 quarters since.
936 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Graver Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.