IA
D icon

Icon Advisers’s Dominion Energy D Stock Holding History

Icon Advisers’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 		$2.81M Sell
45,500
-44,662
-50% -$2.76M 0.65% 62
2025
Q4 		$5.28M Sell
90,162
-2,713
-3% -$163K 1.14% 18
2025
Q3 		$5.68M Buy
92,875
+2,000
+2% +$119K 1.24% 16
2025
Q2 		$5.14M Buy
90,875
+40,000
+79% +$2.19M 1.17% 20
2025
Q1 		$2.85M Hold
50,875
– – 0.67% 59
2024
Q4 		$2.74M Sell
50,875
-43,000
-46% -$2.45M 0.62% 69
2024
Q3 		$5.43M Buy
93,875
+45,775
+95% +$2.5M 1.14% 13
2024
Q2 		$2.31M Buy
+48,100
New +$2.45M 0.52% 90
2020
Q3 		– Sell
-38,700
Closed -$3.14M – 195
2020
Q2 		$3.14M Hold
38,700
– – 0.62% 49
2020
Q1 		$2.79M Buy
38,700
+10,600
+38% +$866K 0.61% 52
2019
Q4 		$2.33M Hold
28,100
– – 0.33% 105
2019
Q3 		$2.28M Hold
28,100
– – 0.34% 104
2019
Q2 		$2.17M Buy
28,100
+7,500
+36% +$572K 0.2% 119
2019
Q1 		$1.58M Sell
20,600
-9,300
-31% -$679K 0.16% 146
2018
Q4 		$2.14M Buy
29,900
+5,100
+21% +$373K 0.22% 113
2018
Q3 		$1.74M Hold
24,800
– – 0.15% 150
2018
Q2 		$1.69M Buy
24,800
+8,100
+49% +$528K 0.13% 151
2018
Q1 		$1.13M Buy
+16,700
New +$1.23M 0.09% 202
2017
Q1 		– Sell
-36,500
Closed -$2.8M – 389
2016
Q4 		$2.8M Sell
36,500
-13,200
-27% -$973K 0.19% 168
2016
Q3 		$3.69M Sell
49,700
-4,600
-8% -$350K 0.24% 132
2016
Q2 		$4.23M Buy
54,300
+43,500
+403% +$3.16M 0.29% 117
2016
Q1 		$811K Buy
10,800
+2,800
+35% +$198K 0.06% 244
2015
Q4 		$541K Buy
+8,000
New +$553K 0.04% 300
2013
Q3 		– Sell
-6,700
Closed -$381K – 332
2013
Q2 		$381K Buy
+6,700
New +$392K 0.03% 294

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

Icon Advisers's D Position: Q1 2026 in Review

Icon Advisers reduced its Dominion Energy (D) stake by 50% in Q1 2026, selling an estimated $2.76M and leaving 45,500 shares worth $2.81M. The position accounts for 0.65% of the portfolio, ranked #62.

Icon Advisers first reported a position in D in Q2 2013 and has held it in 24 quarters since. The position peaked at $5.68M in Q3 2025. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Icon Advisers held 45,500 shares of Dominion Energy worth $2.81M as of Q1 2026.
  • Icon Advisers sold 44,662 Dominion Energy shares in Q1 2026, an estimated $2.76M.
  • Dominion Energy made up 0.65% of Icon Advisers's portfolio in Q1 2026, its #62 holding.
  • Icon Advisers first reported a position in Dominion Energy in Q2 2013 and has held it in 24 quarters since.
  • Icon Advisers's Dominion Energy position peaked at $5.68M in Q3 2025.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Icon Advisers's 13F filing for Q1 2026, filed 13 May 2026.