INVST’s Dominion Energy D Stock Holding History

INVST’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	$765K	Sell	11,208 -163	-1%	-$10.6K	0.07%	205
2026 Q1	$703K	Buy	+11,371	New	+$702K	0.08%	213

Other funds holding D

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

INVST's D Position: Q2 2026 in Review

INVST reduced its Dominion Energy (D) stake by 1.4% in Q2 2026, selling an estimated $10.6K and leaving 11,208 shares worth $765K. The position accounts for 0.07% of the portfolio, ranked #205.

INVST first reported a position in D in Q1 2026 and has held it in 2 quarters since. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

INVST held 11,208 shares of Dominion Energy worth $765K as of Q2 2026.
INVST sold 163 Dominion Energy shares in Q2 2026, an estimated $10.6K.
Dominion Energy made up 0.07% of INVST's portfolio in Q2 2026, its #205 holding.
INVST first reported a position in Dominion Energy in Q1 2026 and has held it in 2 quarters since.
1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.