IC
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
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

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

IEQ Capital's D Position: Q2 2026 in Review

IEQ Capital opened a new position in Dominion Energy (D) in Q2 2026: 82,217 shares worth $5.61M. The stake represents 0.03% of the portfolio and ranks #475 among its holdings. This is a return to the name: IEQ Capital previously reported a position in D as recently as Q3 2025.

IEQ Capital first reported a position in D in Q4 2019 and has held it in 22 quarters since. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • IEQ Capital held 82,217 shares of Dominion Energy worth $5.61M as of Q2 2026.
  • Dominion Energy was a new IEQ Capital position in Q2 2026.
  • Dominion Energy made up 0.03% of IEQ Capital's portfolio in Q2 2026, its #475 holding.
  • IEQ Capital first reported a position in Dominion Energy in Q4 2019 and has held it in 22 quarters since.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.