Groesbeck Investment Management’s Dominion Energy D Stock Holding History

Groesbeck Investment 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
2025 Q2	–	Sell	-5,439	Closed	-$305K	–	65
2025 Q1	$305K	Hold	5,439	–	–	0.43%	70
2024 Q4	$293K	Buy	+5,439	New	+$310K	0.38%	76
2024 Q2	–	Sell	-6,489	Closed	-$319K	–	75
2024 Q1	$319K	Buy	+6,489	New	+$303K	0.34%	83
2022 Q2	–	Sell	-7,589	Closed	-$645K	–	91
2022 Q1	$645K	Buy	+7,589	New	+$610K	0.72%	48
2021 Q4	–	Sell	-7,589	Closed	-$554K	–	94
2021 Q3	$554K	Buy	+7,589	New	+$579K	0.64%	58
2021 Q1	–	Sell	-3,994	Closed	-$300K	–	90
2020 Q4	$300K	Hold	3,994	–	–	0.49%	70
2020 Q3	$315K	Hold	3,994	–	–	0.59%	63
2020 Q2	$324K	Hold	3,994	–	–	0.64%	61
2020 Q1	$288K	Sell	3,994 -20,000	-83%	-$1.63M	0.77%	52
2019 Q4	$1.99M	Sell	23,994 -750	-3%	-$61.3K	1.47%	18
2019 Q3	$2M	Buy	24,744 +2,900	+13%	+$224K	1.5%	22
2019 Q2	$1.69M	Buy	+21,844	New	+$1.66M	1.37%	24

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Groesbeck Investment Management's D Position: Q2 2025 in Review

Groesbeck Investment Management sold out of Dominion Energy (D) in Q2 2025, closing a stake of 5,439 shares — an estimated $305K sold.

Groesbeck Investment Management first reported a position in D in Q2 2019 and held it in 12 quarters. The position peaked at $2M in Q3 2019. 1,350 funds tracked by Wall St. Rank hold D as of Q2 2025.

Groesbeck Investment Management reported no remaining Dominion Energy position as of Q2 2025 after selling out during the quarter.
Groesbeck Investment Management sold 5,439 Dominion Energy shares in Q2 2025, an estimated $305K.
Groesbeck Investment Management first reported a position in Dominion Energy in Q2 2019 and held it in 12 quarters.
Groesbeck Investment Management's Dominion Energy position peaked at $2M in Q3 2019.
1,350 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2025.

Based on Groesbeck Investment Management's 13F filing for Q2 2025, filed 23 Oct 2025.