Kovitz Investment Group Partners’s Dominion Energy D Stock Holding History

Kovitz Investment Group 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	$469K	Buy	7,581 +14	+0.2%	+$865	0.01%	404
2025 Q4	$443K	Sell	7,567 -16,090	-68%	-$969K	0.01%	403
2025 Q3	$1.45M	Buy	23,657 +1,367	+6%	+$81.3K	0.01%	743
2025 Q2	$1.26M	Buy	22,290 +6,036	+37%	+$331K	0.01%	744
2025 Q1	$911K	Sell	16,254 -1,962	-11%	-$108K	﹤0.01%	765
2024 Q4	$981K	Buy	18,216 +1,263	+7%	+$72K	﹤0.01%	724
2024 Q3	$338K	Buy	+16,953	New	+$926K	﹤0.01%	844

Other funds holding D

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 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

Kovitz Investment Group Partners's D Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its Dominion Energy (D) stake by 0.19% in Q1 2026, buying an estimated $865 and bringing the position to 7,581 shares worth $469K. The position accounts for 0.01% of the portfolio, ranked #404.

Kovitz Investment Group Partners first reported a position in D in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.45M in Q3 2025. 1,480 funds tracked by Wall St. Rank hold D as of Q1 2026.

Kovitz Investment Group Partners held 7,581 shares of Dominion Energy worth $469K as of Q1 2026.
Kovitz Investment Group Partners bought 14 Dominion Energy shares in Q1 2026, an estimated $865.
Dominion Energy made up 0.01% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #404 holding.
Kovitz Investment Group Partners first reported a position in Dominion Energy in Q3 2024 and has held it in 7 quarters since.
Kovitz Investment Group Partners's Dominion Energy position peaked at $1.45M in Q3 2025.
1,480 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.