IEQ Capital
D icon

IEQ Capital’s Dominion Energy D Stock Holding History

IEQ Capital’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
Q3 		$3.63M Sell
60,011
-22,206
-27% -$1.49M 0.02% 619
2026
Q2 		$5.61M Buy
+82,217
New +$5.35M 0.03% 475
2025
Q4 		– Sell
-38,883
Closed -$2.38M – 1889
2025
Q3 		$2.38M Sell
38,883
-54,807
-58% -$3.26M 0.01% 704
2025
Q2 		$5.3M Sell
93,690
-2,686
-3% -$147K 0.03% 406
2025
Q1 		$5.4M Buy
96,376
+49,268
+105% +$2.71M 0.04% 321
2024
Q4 		$2.54M Sell
47,108
-2,524
-5% -$144K 0.02% 443
2024
Q3 		$2.87M Buy
49,632
+14,053
+39% +$768K 0.04% 298
2024
Q2 		$1.74M Buy
35,579
+7,263
+26% +$370K 0.02% 364
2024
Q1 		$1.39M Sell
28,316
-337
-1% -$15.7K 0.02% 391
2023
Q4 		$1.35M Buy
28,653
+9,542
+50% +$426K 0.02% 358
2023
Q3 		$854K Sell
19,111
-92
-0.5% -$4.57K 0.02% 435
2023
Q2 		$994K Buy
19,203
+2,036
+12% +$111K 0.02% 397
2023
Q1 		$960K Buy
17,167
+2,705
+19% +$158K 0.02% 400
2022
Q4 		$887K Sell
14,462
-5,907
-29% -$371K 0.02% 389
2022
Q3 		$1.41M Buy
20,369
+9,007
+79% +$727K 0.04% 292
2022
Q2 		$907K Buy
11,362
+1,579
+16% +$130K 0.03% 327
2022
Q1 		$831K Buy
9,783
+2,842
+41% +$228K 0.02% 373
2021
Q4 		$545K Sell
6,941
-365
-5% -$27.5K 0.01% 440
2021
Q3 		$534K Buy
7,306
+3,434
+89% +$262K 0.01% 414
2021
Q2 		$285K Buy
+3,872
New +$299K 0.01% 477
2020
Q4 		– Sell
-2,730
Closed -$215K – 258
2020
Q3 		$215K Buy
+2,730
New +$214K 0.01% 353
2020
Q2 		– Sell
-7,710
Closed -$556K – 341
2020
Q1 		$556K Buy
7,710
+3,703
+92% +$302K 0.04% 188
2019
Q4 		$332K Buy
+4,007
New +$327K 0.03% 292

Other funds holding D

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

IEQ Capital's D Position: Q3 2026 in Review

IEQ Capital reduced its Dominion Energy (D) stake by 27% in Q3 2026, selling an estimated $1.49M and leaving 60,011 shares worth $3.63M. The position accounts for 0.02% of the portfolio, ranked #619.

IEQ Capital first reported a position in D in Q4 2019 and has held it in 23 quarters since. The position peaked at $5.61M in Q2 2026. 984 funds tracked by Wall St. Rank hold D as of Q3 2026.

  • IEQ Capital held 60,011 shares of Dominion Energy worth $3.63M as of Q3 2026.
  • IEQ Capital sold 22,206 Dominion Energy shares in Q3 2026, an estimated $1.49M.
  • Dominion Energy made up 0.02% of IEQ Capital's portfolio in Q3 2026, its #619 holding.
  • IEQ Capital first reported a position in Dominion Energy in Q4 2019 and has held it in 23 quarters since.
  • IEQ Capital's Dominion Energy position peaked at $5.61M in Q2 2026.
  • 984 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on IEQ Capital's 13F filing for Q3 2026, filed 10 Nov 2026.