Interchange Capital Partners’s Dominion Energy D Stock Holding History

Interchange Capital Partners’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	$266K	Sell	4,739 -834	-15%	-$51.5K	0.08%	215
2025 Q4	$327K	Sell	5,573 -356	-6%	-$21.4K	0.06%	278
2025 Q3	$363K	Buy	5,929 +829	+16%	+$49.3K	0.07%	228
2025 Q2	$288K	Buy	5,100 +203	+4%	+$11.1K	0.07%	222
2025 Q1	$275K	Buy	4,897 +16	+0.3%	+$880	0.08%	213
2024 Q4	$263K	Sell	4,881 -173	-3%	-$9.87K	0.09%	203
2024 Q3	$292K	Buy	5,054 +116	+2%	+$6.34K	0.1%	201
2024 Q2	$242K	Buy	+4,938	New	+$252K	0.09%	225
2021 Q4	–	Sell	-4,649	Closed	-$339K	–	159
2021 Q3	$339K	Sell	4,649 -560	-11%	-$42.7K	0.57%	66
2021 Q2	$383K	Buy	5,209 +119	+2%	+$9.19K	0.59%	61
2021 Q1	$400K	Sell	5,090 -164	-3%	-$11.9K	0.22%	144
2020 Q4	$395K	Buy	+5,254	New	+$417K	0.21%	128

Other funds holding D

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Interchange Capital Partners's D Position: Q1 2026 in Review

Interchange Capital Partners reduced its Dominion Energy (D) stake by 15% in Q1 2026, selling an estimated $51.5K and leaving 4,739 shares worth $266K. The position accounts for 0.08% of the portfolio, ranked #215.

Interchange Capital Partners first reported a position in D in Q4 2020 and has held it in 12 quarters since. The position peaked at $400K in Q1 2021. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

Interchange Capital Partners held 4,739 shares of Dominion Energy worth $266K as of Q1 2026.
Interchange Capital Partners sold 834 Dominion Energy shares in Q1 2026, an estimated $51.5K.
Dominion Energy made up 0.08% of Interchange Capital Partners's portfolio in Q1 2026, its #215 holding.
Interchange Capital Partners first reported a position in Dominion Energy in Q4 2020 and has held it in 12 quarters since.
Interchange Capital Partners's Dominion Energy position peaked at $400K in Q1 2021.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.