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HeadInvest LLC’s Dominion Energy D Stock Holding History

HeadInvest LLC’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 		$318K Sell
4,652
-251
-5% -$16.3K 0.06% 182
2026
Q1 		$303K Sell
4,903
-300
-6% -$18.5K 0.06% 182
2025
Q4 		$305K Sell
5,203
-279
-5% -$16.8K 0.06% 182
2025
Q3 		$335K Sell
5,482
-995
-15% -$59.2K 0.07% 172
2025
Q2 		$366K Sell
6,477
-1,670
-20% -$91.5K 0.08% 166
2025
Q1 		$457K Sell
8,147
-260
-3% -$14.3K 0.09% 154
2024
Q4 		$453K Sell
8,407
-517
-6% -$29.5K 0.09% 154
2024
Q3 		$516K Buy
8,924
+55
+0.6% +$3K 0.1% 148
2024
Q2 		$435K Buy
8,869
+40
+0.5% +$2.04K 0.09% 158
2024
Q1 		$434K Sell
8,829
-145
-2% -$6.77K 0.08% 159
2023
Q4 		$422K Sell
8,974
-2,130
-19% -$95.1K 0.09% 157
2023
Q3 		$470K Sell
11,104
-950
-8% -$47.2K 0.1% 137
2023
Q2 		$598K Buy
12,054
+1,778
+17% +$96.7K 0.13% 117
2023
Q1 		$575K Buy
10,276
+1,105
+12% +$64.7K 0.13% 117
2022
Q4 		$562K Sell
9,171
-105
-1% -$6.59K 0.13% 121
2022
Q3 		$641K Sell
9,276
-200
-2% -$16.1K 0.15% 105
2022
Q2 		$756K Buy
9,476
+300
+3% +$24.8K 0.17% 99
2022
Q1 		$780K Sell
9,176
-165
-2% -$13.3K 0.15% 107
2021
Q4 		$734K Hold
9,341
– – 0.13% 113
2021
Q3 		$682K Buy
9,341
+912
+11% +$69.5K 0.13% 115
2021
Q2 		$620K Buy
8,429
+9
+0.1% +$695 0.12% 129
2021
Q1 		$639K Buy
8,420
+2,995
+55% +$218K 0.13% 119
2020
Q4 		$408K Buy
+5,425
New +$431K 0.09% 146

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

HeadInvest LLC's D Position: Q2 2026 in Review

HeadInvest LLC reduced its Dominion Energy (D) stake by 5.1% in Q2 2026, selling an estimated $16.3K and leaving 4,652 shares worth $318K. The position accounts for 0.06% of the portfolio, ranked #182.

HeadInvest LLC first reported a position in D in Q4 2020 and has held it in 23 quarters since. The position peaked at $780K in Q1 2022. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • HeadInvest LLC held 4,652 shares of Dominion Energy worth $318K as of Q2 2026.
  • HeadInvest LLC sold 251 Dominion Energy shares in Q2 2026, an estimated $16.3K.
  • Dominion Energy made up 0.06% of HeadInvest LLC's portfolio in Q2 2026, its #182 holding.
  • HeadInvest LLC first reported a position in Dominion Energy in Q4 2020 and has held it in 23 quarters since.
  • HeadInvest LLC's Dominion Energy position peaked at $780K in Q1 2022.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on HeadInvest LLC's 13F filing for Q2 2026, filed 14 Aug 2026.