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Integrated Investment Consultants’s Dominion Energy D Stock Holding History

Integrated Investment Consultants’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
Q2 		– Sell
-4,211
Closed -$236K – 337
2025
Q1 		$236K Buy
+4,211
New +$232K 0.05% 281
2022
Q2 		– Sell
-2,575
Closed -$219K – 263
2022
Q1 		$219K Buy
+2,575
New +$207K 0.06% 269
2019
Q4 		– Sell
-2,748
Closed -$223K – 182
2019
Q3 		$223K Buy
2,748
+1
+0% +$77 0.11% 138
2019
Q2 		$212K Sell
2,747
-98
-3% -$7.47K 0.11% 137
2019
Q1 		$218K Buy
2,845
+2
+0.1% +$146 0.12% 127
2018
Q4 		$204K Sell
2,843
-149
-5% -$10.9K 0.11% 146
2018
Q3 		$210K Sell
2,992
-48
-2% -$3.4K 0.1% 161
2018
Q2 		$207K Sell
3,040
-123
-4% -$8.01K 0.11% 150
2018
Q1 		$213K Buy
+3,163
New +$234K 0.08% 170
2017
Q3 		$264K Hold
3,434
– – 0.11% 111
2017
Q2 		$263K Hold
3,434
– – 0.12% 110
2017
Q1 		$266K Buy
3,434
+534
+18% +$40.4K 0.12% 105
2016
Q4 		$222K Buy
2,900
+700
+32% +$51.6K 0.11% 126
2016
Q3 		$161K Hold
2,200
– – 0.08% 165
2016
Q2 		$171K Hold
2,200
– – 0.1% 156
2016
Q1 		$161K Buy
+2,200
New +$156K 0.09% 147

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Integrated Investment Consultants's D Position: Q2 2025 in Review

Integrated Investment Consultants sold out of Dominion Energy (D) in Q2 2025, closing a stake of 4,211 shares — an estimated $236K sold.

Integrated Investment Consultants first reported a position in D in Q1 2016 and held it in 16 quarters. The position peaked at $266K in Q1 2017. 1,350 funds tracked by Wall St. Rank hold D as of Q2 2025.

  • Integrated Investment Consultants reported no remaining Dominion Energy position as of Q2 2025 after selling out during the quarter.
  • Integrated Investment Consultants sold 4,211 Dominion Energy shares in Q2 2025, an estimated $236K.
  • Integrated Investment Consultants first reported a position in Dominion Energy in Q1 2016 and held it in 16 quarters.
  • Integrated Investment Consultants's Dominion Energy position peaked at $266K in Q1 2017.
  • 1,350 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2025.

Based on Integrated Investment Consultants's 13F filing for Q2 2025, filed 14 Aug 2025.