Havemeyer Place’s Dominion Energy D Stock Holding History

Havemeyer Place’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	–	Sell	-195	Closed	-$11.4K	–	563
2025 Q4	$11.4K	Buy	+195	New	+$11.7K	﹤0.01%	500

Other funds holding D

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

Havemeyer Place's D Position: Q1 2026 in Review

Havemeyer Place sold out of Dominion Energy (D) in Q1 2026, closing a stake of 195 shares — an estimated $11.4K sold.

Havemeyer Place first reported a position in D in Q4 2025 and held it in 1 quarter. The position peaked at $11.4K in Q4 2025. 1,485 funds tracked by Wall St. Rank hold D as of Q1 2026.

Havemeyer Place reported no remaining Dominion Energy position as of Q1 2026 after selling out during the quarter.
Havemeyer Place sold 195 Dominion Energy shares in Q1 2026, an estimated $11.4K.
Havemeyer Place first reported a position in Dominion Energy in Q4 2025 and held it in 1 quarter.
Havemeyer Place's Dominion Energy position peaked at $11.4K in Q4 2025.
1,485 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Havemeyer Place's 13F filing for Q1 2026, filed 13 May 2026.