IIM
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Ipswich Investment Management’s Dominion Energy D Stock Holding History

Ipswich Investment 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 		$208K Buy
+3,050
New +$198K 0.04% 185
2024
Q4 		– Sell
-3,524
Closed -$204K – 192
2024
Q3 		$204K Buy
+3,524
New +$193K 0.05% 188
2023
Q2 		– Sell
-4,151
Closed -$232K – 192
2023
Q1 		$232K Hold
4,151
– – 0.06% 168
2022
Q4 		$255K Hold
4,151
– – 0.07% 160
2022
Q3 		$287K Hold
4,151
– – 0.09% 146
2022
Q2 		$331K Hold
4,151
– – 0.1% 143
2022
Q1 		$353K Sell
4,151
-104
-2% -$8.35K 0.09% 149
2021
Q4 		$334K Hold
4,255
– – 0.08% 165
2021
Q3 		$311K Hold
4,255
– – 0.08% 164
2021
Q2 		$313K Hold
4,255
– – 0.08% 163
2021
Q1 		$323K Sell
4,255
-247
-5% -$17.9K 0.09% 154
2020
Q4 		$339K Hold
4,502
– – 0.1% 139
2020
Q3 		$355K Sell
4,502
-170
-4% -$13.4K 0.11% 129
2020
Q2 		$379K Hold
4,672
– – 0.13% 122
2020
Q1 		$337K Hold
4,672
– – 0.13% 123
2019
Q4 		$387K Hold
4,672
– – 0.11% 135
2019
Q3 		$379K Sell
4,672
-30
-0.6% -$2.32K 0.12% 137
2019
Q2 		$364K Hold
4,702
– – 0.12% 138
2019
Q1 		$360K Buy
4,702
+474
+11% +$34.6K 0.12% 132
2018
Q4 		$302K Hold
4,228
– – 0.11% 134
2018
Q3 		$297K Buy
+4,228
New +$299K 0.1% 140
2018
Q2 		– Sell
-3,668
Closed -$247K – 101
2018
Q1 		$247K Hold
3,668
– – 0.1% 133
2017
Q4 		$297K Hold
3,668
– – 0.13% 119
2017
Q3 		$282K Hold
3,668
– – 0.13% 118
2017
Q2 		$281K Buy
3,668
+500
+16% +$39.3K 0.13% 115
2017
Q1 		$246K Hold
3,168
– – 0.11% 117
2016
Q4 		$243K Hold
3,168
– – 0.11% 113
2016
Q3 		$235K Hold
3,168
– – 0.11% 119
2016
Q2 		$247K Hold
3,168
– – 0.12% 115
2016
Q1 		$226K Hold
3,168
– – 0.11% 114
2015
Q4 		$214K Hold
3,168
– – 0.1% 128
2015
Q3 		$223K Hold
3,168
– – 0.11% 126
2015
Q2 		$212K Hold
3,168
– – 0.1% 122
2015
Q1 		$225K Hold
3,168
– – 0.1% 121
2014
Q4 		$244K Hold
3,168
– – 0.1% 113
2014
Q3 		$219K Sell
3,168
-80
-2% -$5.52K 0.09% 119
2014
Q2 		$233K Sell
3,248
-20
-0.6% -$1.4K 0.09% 128
2014
Q1 		$232K Sell
3,268
-80
-2% -$5.46K 0.1% 109
2013
Q4 		$216K Hold
3,348
– – 0.09% 131
2013
Q3 		$209K Buy
+3,348
New +$199K 0.09% 131

Other funds holding D

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
DC
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
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Ipswich Investment Management's D Position: Q2 2026 in Review

Ipswich Investment Management opened a new position in Dominion Energy (D) in Q2 2026: 3,050 shares worth $208K. The stake represents 0.04% of the portfolio and ranks #185 among its holdings. This is a return to the name: Ipswich Investment Management previously reported a position in D as recently as Q3 2024.

Ipswich Investment Management first reported a position in D in Q3 2013 and has held it in 40 quarters since. The position peaked at $387K in Q4 2019. 254 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Ipswich Investment Management held 3,050 shares of Dominion Energy worth $208K as of Q2 2026.
  • Dominion Energy was a new Ipswich Investment Management position in Q2 2026.
  • Dominion Energy made up 0.04% of Ipswich Investment Management's portfolio in Q2 2026, its #185 holding.
  • Ipswich Investment Management first reported a position in Dominion Energy in Q3 2013 and has held it in 40 quarters since.
  • Ipswich Investment Management's Dominion Energy position peaked at $387K in Q4 2019.
  • 254 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Ipswich Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.