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InceptionR’s Dominion Energy D Stock Holding History

InceptionR’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 		– Sell
-6,470
Closed -$379K – 696
2025
Q4 		$379K Buy
+6,470
New +$390K 0.11% 362
2025
Q2 		– Sell
-4,041
Closed -$227K – 693
2025
Q1 		$227K Buy
+4,041
New +$222K 0.07% 446
2024
Q4 		– Sell
-16,897
Closed -$976K – 673
2024
Q3 		$976K Sell
16,897
-7,169
-30% -$392K 0.24% 134
2024
Q2 		$1.18M Buy
+24,066
New +$1.23M 0.33% 82

Other funds holding D

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

InceptionR's D Position: Q1 2026 in Review

InceptionR sold out of Dominion Energy (D) in Q1 2026, closing a stake of 6,470 shares — an estimated $379K sold.

InceptionR first reported a position in D in Q2 2024 and held it in 4 quarters. The position peaked at $1.18M in Q2 2024. 1,486 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • InceptionR reported no remaining Dominion Energy position as of Q1 2026 after selling out during the quarter.
  • InceptionR sold 6,470 Dominion Energy shares in Q1 2026, an estimated $379K.
  • InceptionR first reported a position in Dominion Energy in Q2 2024 and held it in 4 quarters.
  • InceptionR's Dominion Energy position peaked at $1.18M in Q2 2024.
  • 1,486 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.