IA
D icon

IFC Advisors’s Dominion Energy D Stock Holding History

IFC 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
Q2 		$209K Buy
+3,065
New +$199K 0.03% 174
2025
Q4 		– Sell
-3,452
Closed -$211K – 178
2025
Q3 		$211K Sell
3,452
-2,000
-37% -$119K 0.04% 165
2025
Q2 		$308K Sell
5,452
-144
-3% -$7.89K 0.06% 138
2025
Q1 		$314K Sell
5,596
-305
-5% -$16.8K 0.07% 126
2024
Q4 		$318K Buy
+5,901
New +$337K 0.07% 116

Other funds holding D

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

IFC Advisors's D Position: Q2 2026 in Review

IFC Advisors opened a new position in Dominion Energy (D) in Q2 2026: 3,065 shares worth $209K. The stake represents 0.03% of the portfolio and ranks #174 among its holdings. This is a return to the name: IFC Advisors previously reported a position in D as recently as Q3 2025.

IFC Advisors first reported a position in D in Q4 2024 and has held it in 5 quarters since. The position peaked at $318K in Q4 2024. 936 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • IFC Advisors held 3,065 shares of Dominion Energy worth $209K as of Q2 2026.
  • Dominion Energy was a new IFC Advisors position in Q2 2026.
  • Dominion Energy made up 0.03% of IFC Advisors's portfolio in Q2 2026, its #174 holding.
  • IFC Advisors first reported a position in Dominion Energy in Q4 2024 and has held it in 5 quarters since.
  • IFC Advisors's Dominion Energy position peaked at $318K in Q4 2024.
  • 936 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on IFC Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.