Jupiter Asset Management’s Dominion Energy D Stock Holding History

Jupiter 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
2025 Q2	–	Sell	-1,198,465	Closed	-$67.2M	–	452
2025 Q1	$67.2M	Sell	1,198,465 -229,079	-16%	-$12.6M	0.64%	38
2024 Q4	$76.9M	Sell	1,427,544 -17,365	-1%	-$991K	0.75%	24
2024 Q3	$83.5M	Buy	1,444,909 +60,131	+4%	+$3.29M	0.73%	26
2024 Q2	$67.9M	Buy	+1,384,778	New	+$70.6M	0.64%	36
2023 Q1	–	Sell	-38,593	Closed	-$2.37M	–	437
2022 Q4	$2.37M	Buy	+38,593	New	+$2.42M	0.03%	293
2021 Q2	–	Sell	-730,199	Closed	-$55.5M	–	609
2021 Q1	$55.5M	Buy	+730,199	New	+$53M	0.55%	47

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jupiter Asset Management's D Position: Q2 2025 in Review

Jupiter Asset Management sold out of Dominion Energy (D) in Q2 2025, closing a stake of 1,198,465 shares — an estimated $67.2M sold.

Jupiter Asset Management first reported a position in D in Q1 2021 and held it in 6 quarters. The position peaked at $83.5M in Q3 2024. 1,350 funds tracked by Wall St. Rank hold D as of Q2 2025.

Jupiter Asset Management reported no remaining Dominion Energy position as of Q2 2025 after selling out during the quarter.
Jupiter Asset Management sold 1,198,465 Dominion Energy shares in Q2 2025, an estimated $67.2M.
Jupiter Asset Management first reported a position in Dominion Energy in Q1 2021 and held it in 6 quarters.
Jupiter Asset Management's Dominion Energy position peaked at $83.5M in Q3 2024.
1,350 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2025.

Based on Jupiter Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.