Investment Partners Asset Management’s Dominion Energy D Stock Holding History

Investment Partners Asset Management’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	$323K	Hold	4,729	–	–	0.18%	129
2026 Q1	$292K	Hold	4,729	–	–	0.18%	131
2025 Q4	$277K	Hold	4,729	–	–	0.17%	136
2025 Q3	$289K	Hold	4,729	–	–	0.19%	133
2025 Q2	$267K	Hold	4,729	–	–	0.19%	130
2025 Q1	$265K	Hold	4,729	–	–	0.21%	122
2024 Q4	$255K	Hold	4,729	–	–	0.2%	123
2024 Q3	$273K	Hold	4,729	–	–	0.22%	114
2024 Q2	$232K	Sell	4,729 -111	-2%	-$5.66K	0.21%	116
2024 Q1	$238K	Hold	4,840	–	–	0.22%	120
2023 Q4	$227K	Buy	+4,840	New	+$216K	0.23%	114

Other funds holding D

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Investment Partners Asset Management's D Position: Q2 2026 in Review

Investment Partners Asset Management held its Dominion Energy (D) position steady in Q2 2026 at 4,729 shares worth $323K. The position accounts for 0.18% of the portfolio, ranked #129.

Investment Partners Asset Management first reported a position in D in Q4 2023 and has held it in 11 quarters since. 452 funds tracked by Wall St. Rank hold D as of Q2 2026.

Investment Partners Asset Management held 4,729 shares of Dominion Energy worth $323K as of Q2 2026.
Investment Partners Asset Management left its Dominion Energy share count unchanged in Q2 2026.
Dominion Energy made up 0.18% of Investment Partners Asset Management's portfolio in Q2 2026, its #129 holding.
Investment Partners Asset Management first reported a position in Dominion Energy in Q4 2023 and has held it in 11 quarters since.
452 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.