GT
D icon

Greenleaf Trust’s Dominion Energy D Stock Holding History

Greenleaf Trust’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
Q1 		$824K Sell
13,328
-371
-3% -$22.9K 0.01% 381
2025
Q4 		$803K Sell
13,699
-55
-0.4% -$3.31K 0.01% 383
2025
Q3 		$841K Sell
13,754
-1,287
-9% -$76.5K 0.01% 374
2025
Q2 		$850K Sell
15,041
-771
-5% -$42.2K 0.01% 356
2025
Q1 		$887K Sell
15,812
-685
-4% -$37.7K 0.01% 358
2024
Q4 		$889K Buy
16,497
+349
+2% +$19.9K 0.01% 360
2024
Q3 		$933K Sell
16,148
-284
-2% -$15.5K 0.01% 347
2024
Q2 		$805K Sell
16,432
-82
-0.5% -$4.18K 0.01% 354
2024
Q1 		$812K Buy
16,514
+3,469
+27% +$162K 0.01% 342
2023
Q4 		$613K Sell
13,045
-3,390
-21% -$151K 0.01% 405
2023
Q3 		$734K Buy
16,435
+2,479
+18% +$123K 0.01% 329
2023
Q2 		$723K Sell
13,956
-402
-3% -$21.9K 0.01% 355
2023
Q1 		$803K Buy
14,358
+1,860
+15% +$109K 0.01% 321
2022
Q4 		$766K Buy
12,498
+1,266
+11% +$79.5K 0.01% 329
2022
Q3 		$776K Buy
11,232
+590
+6% +$47.6K 0.01% 285
2022
Q2 		$849K Buy
10,642
+1,642
+18% +$136K 0.01% 263
2022
Q1 		$765K Buy
9,000
+2,615
+41% +$210K 0.01% 304
2021
Q4 		$502K Sell
6,385
-1,577
-20% -$119K 0.01% 412
2021
Q3 		$581K Sell
7,962
-555
-7% -$42.3K 0.01% 353
2021
Q2 		$627K Buy
8,517
+831
+11% +$64.1K 0.01% 338
2021
Q1 		$584K Sell
7,686
-1,163
-13% -$84.5K 0.01% 337
2020
Q4 		$665K Sell
8,849
-540
-6% -$42.9K 0.01% 262
2020
Q3 		$741K Buy
9,389
+315
+3% +$24.7K 0.01% 219
2020
Q2 		$737K Sell
9,074
-2,347
-21% -$188K 0.01% 202
2020
Q1 		$824K Buy
11,421
+3,552
+45% +$290K 0.02% 154
2019
Q4 		$652K Buy
7,869
+169
+2% +$13.8K 0.01% 235
2019
Q3 		$624K Buy
7,700
+384
+5% +$29.7K 0.01% 239
2019
Q2 		$566K Buy
7,316
+607
+9% +$46.3K 0.01% 254
2019
Q1 		$514K Buy
6,709
+221
+3% +$16.1K 0.01% 265
2018
Q4 		$464K Buy
6,488
+934
+17% +$68.2K 0.01% 271
2018
Q3 		$390K Buy
5,554
+550
+11% +$38.9K 0.01% 332
2018
Q2 		$341K Buy
5,004
+664
+15% +$43.2K 0.01% 348
2018
Q1 		$293K Sell
4,340
-1,170
-21% -$86.4K 0.01% 344
2017
Q4 		$447K Sell
5,510
-1,188
-18% -$96.2K 0.01% 265
2017
Q3 		$515K Buy
6,698
+4,031
+151% +$313K 0.01% 224
2017
Q2 		$204K Sell
2,667
-1,021
-28% -$80.3K ﹤0.01% 345
2017
Q1 		$286K Buy
+3,688
New +$279K 0.01% 228
2015
Q2 		– Sell
-2,839
Closed -$201K – 161
2015
Q1 		$201K Sell
2,839
-301
-10% -$22.3K 0.01% 151
2014
Q4 		$241K Hold
3,140
– – 0.01% 139
2014
Q3 		$217K Sell
3,140
-629
-17% -$43.4K 0.01% 145
2014
Q2 		$270K Hold
3,769
– – 0.01% 133
2014
Q1 		$268K Buy
3,769
+167
+5% +$11.4K 0.01% 134
2013
Q4 		$233K Buy
3,602
+163
+5% +$10.5K 0.01% 144
2013
Q3 		$215K Buy
+3,439
New +$204K 0.01% 147

Other funds holding D

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Greenleaf Trust's D Position: Q1 2026 in Review

Greenleaf Trust reduced its Dominion Energy (D) stake by 2.7% in Q1 2026, selling an estimated $22.9K and leaving 13,328 shares worth $824K. The position accounts for 0.01% of the portfolio, ranked #381.

Greenleaf Trust first reported a position in D in Q3 2013 and has held it in 44 quarters since. The position peaked at $933K in Q3 2024. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Greenleaf Trust held 13,328 shares of Dominion Energy worth $824K as of Q1 2026.
  • Greenleaf Trust sold 371 Dominion Energy shares in Q1 2026, an estimated $22.9K.
  • Dominion Energy made up 0.01% of Greenleaf Trust's portfolio in Q1 2026, its #381 holding.
  • Greenleaf Trust first reported a position in Dominion Energy in Q3 2013 and has held it in 44 quarters since.
  • Greenleaf Trust's Dominion Energy position peaked at $933K in Q3 2024.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.