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ICW Investment Advisors’s Dominion Energy D Stock Holding History

ICW Investment Advisors’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 		$472K Sell
7,638
-4
-0.1% -$247 0.17% 123
2025
Q4 		$448K Sell
7,642
-203
-3% -$12.2K 0.16% 121
2025
Q3 		$480K Buy
7,845
+10
+0.1% +$594 0.17% 122
2025
Q2 		$443K Buy
7,835
+158
+2% +$8.66K 0.17% 122
2025
Q1 		$430K Buy
7,677
+329
+4% +$18.1K 0.18% 121
2024
Q4 		$396K Sell
7,348
-1,639
-18% -$93.5K 0.17% 123
2024
Q3 		$519K Buy
8,987
+356
+4% +$19.4K 0.22% 116
2024
Q2 		$423K Sell
8,631
-54
-0.6% -$2.75K 0.19% 120
2024
Q1 		$427K Sell
8,685
-602
-6% -$28.1K 0.19% 119
2023
Q4 		$436K Sell
9,287
-383
-4% -$17.1K 0.21% 118
2023
Q3 		$432K Sell
9,670
-841
-8% -$41.8K 0.23% 112
2023
Q2 		$544K Sell
10,511
-55
-0.5% -$2.99K 0.29% 100
2023
Q1 		$591K Buy
10,566
+648
+7% +$37.9K 0.34% 97
2022
Q4 		$608K Buy
9,918
+43
+0.4% +$2.7K 0.37% 94
2022
Q3 		$682K Buy
9,875
+111
+1% +$8.96K 0.46% 84
2022
Q2 		$779K Buy
9,764
+75
+0.8% +$6.19K 0.5% 80
2022
Q1 		$823K Buy
9,689
+78
+0.8% +$6.26K 0.47% 82
2021
Q4 		$755K Buy
9,611
+395
+4% +$29.7K 0.42% 86
2021
Q3 		$673K Buy
9,216
+154
+2% +$11.7K 0.43% 82
2021
Q2 		$667K Buy
9,062
+238
+3% +$18.4K 0.44% 84
2021
Q1 		$670K Buy
8,824
+513
+6% +$37.3K 0.46% 84
2020
Q4 		$616K Sell
8,311
-157
-2% -$12.5K 0.44% 86
2020
Q3 		$668K Buy
8,468
+289
+4% +$22.7K 0.5% 80
2020
Q2 		$664K Buy
8,179
+287
+4% +$23K 0.54% 77
2020
Q1 		$570K Buy
7,892
+761
+11% +$62.1K 0.54% 76
2019
Q4 		$590K Buy
+7,131
New +$583K 0.48% 76

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

ICW Investment Advisors's D Position: Q1 2026 in Review

ICW Investment Advisors reduced its Dominion Energy (D) stake by 0.05% in Q1 2026, selling an estimated $247 and leaving 7,638 shares worth $472K. The position accounts for 0.17% of the portfolio, ranked #123.

ICW Investment Advisors first reported a position in D in Q4 2019 and has held it in 26 quarters since. The position peaked at $823K in Q1 2022. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • ICW Investment Advisors held 7,638 shares of Dominion Energy worth $472K as of Q1 2026.
  • ICW Investment Advisors sold 4 Dominion Energy shares in Q1 2026, an estimated $247.
  • Dominion Energy made up 0.17% of ICW Investment Advisors's portfolio in Q1 2026, its #123 holding.
  • ICW Investment Advisors first reported a position in Dominion Energy in Q4 2019 and has held it in 26 quarters since.
  • ICW Investment Advisors's Dominion Energy position peaked at $823K in Q1 2022.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on ICW Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.