IC
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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IEQ Capital's D Position: Q4 2025 in Review

IEQ Capital sold out of Dominion Energy (D) in Q4 2025, closing a stake of 38,883 shares — an estimated $2.38M sold.

IEQ Capital first reported a position in D in Q4 2019 and held it in 21 quarters. The position peaked at $5.4M in Q1 2025. 1,445 funds tracked by Wall St. Rank hold D as of Q4 2025.

  • IEQ Capital reported no remaining Dominion Energy position as of Q4 2025 after selling out during the quarter.
  • IEQ Capital sold 38,883 Dominion Energy shares in Q4 2025, an estimated $2.38M.
  • IEQ Capital first reported a position in Dominion Energy in Q4 2019 and held it in 21 quarters.
  • IEQ Capital's Dominion Energy position peaked at $5.4M in Q1 2025.
  • 1,445 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2025.

Based on IEQ Capital's 13F filing for Q4 2025, filed 13 Feb 2026.