Lawson Kroeker Investment Management’s Dominion Energy D Stock Holding History

Lawson Kroeker 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	$323K	Sell	4,730 -460	-9%	-$29.9K	0.09%	54
2026 Q1	$321K	Sell	5,190 -400	-7%	-$24.7K	0.09%	55
2025 Q4	$328K	Sell	5,590 -2,377	-30%	-$143K	0.1%	55
2025 Q3	$487K	Sell	7,967 -1,040	-12%	-$61.8K	0.09%	76
2025 Q2	$509K	Hold	9,007	–	–	0.09%	75
2025 Q1	$505K	Buy	9,007 +1,000	+12%	+$55K	0.09%	74
2024 Q4	$431K	Buy	8,007 +597	+8%	+$34.1K	0.08%	80
2024 Q3	$428K	Hold	7,410	–	–	0.08%	79
2024 Q2	$363K	Sell	7,410 -425	-5%	-$21.7K	0.07%	82
2024 Q1	$385K	Sell	7,835 -750	-9%	-$35K	0.07%	78
2023 Q4	$403K	Sell	8,585 -70	-0.8%	-$3.13K	0.08%	77
2023 Q3	$387K	Sell	8,655 -200	-2%	-$9.93K	0.09%	77
2023 Q2	$459K	Hold	8,855	–	–	0.11%	69
2023 Q1	$495K	Sell	8,855 -5,950	-40%	-$348K	0.11%	78
2022 Q4	$908K	Hold	14,805	–	–	0.31%	40
2022 Q3	$1.02M	Sell	14,805 -350	-2%	-$28.3K	0.36%	41
2022 Q2	$1.21M	Sell	15,155 -769	-5%	-$63.5K	0.41%	41
2022 Q1	$1.35M	Hold	15,924	–	–	0.43%	38
2021 Q4	$1.25M	Sell	15,924 -75	-0.5%	-$5.64K	0.39%	39
2021 Q3	$1.17M	Sell	15,999 -268	-2%	-$20.4K	0.39%	40
2021 Q2	$1.2M	Sell	16,267 -450	-3%	-$34.7K	0.38%	39
2021 Q1	$1.27M	Sell	16,717 -250	-1%	-$18.2K	0.43%	37
2020 Q4	$1.28M	Sell	16,967 -50	-0.3%	-$3.97K	0.48%	38
2020 Q3	$1.34M	Hold	17,017	–	–	0.6%	35
2020 Q2	$1.38M	Hold	17,017	–	–	0.65%	34
2020 Q1	$1.23M	Hold	17,017	–	–	0.68%	34
2019 Q4	$1.41M	Sell	17,017 -1,350	-7%	-$110K	0.52%	37
2019 Q3	$1.49M	Sell	18,367 -300	-2%	-$23.2K	0.57%	36
2019 Q2	$1.44M	Sell	18,667 -175	-0.9%	-$13.3K	0.48%	37
2019 Q1	$1.44M	Sell	18,842 -248	-1%	-$18.1K	0.52%	36
2018 Q4	$1.36M	Sell	19,090 -300	-2%	-$21.9K	0.54%	36
2018 Q3	$1.36M	Sell	19,390 -400	-2%	-$28.3K	0.44%	38
2018 Q2	$1.35M	Sell	19,790 -1,379	-7%	-$89.8K	0.48%	38
2018 Q1	$1.43M	Hold	21,169	–	–	0.47%	40
2017 Q4	$1.72M	Hold	21,169	–	–	0.55%	38
2017 Q3	$1.63M	Hold	21,169	–	–	0.51%	40
2017 Q2	$1.62M	Sell	21,169 -1,170	-5%	-$92K	0.54%	41
2017 Q1	$1.73M	Sell	22,339 -900	-4%	-$68.1K	0.59%	41
2016 Q4	$1.78M	Sell	23,239 -240	-1%	-$17.7K	0.61%	42
2016 Q3	$1.74M	Sell	23,479 -125	-0.5%	-$9.52K	0.56%	41
2016 Q2	$1.84M	Hold	23,604	–	–	0.61%	40
2016 Q1	$1.77M	Sell	23,604 -450	-2%	-$31.8K	0.61%	40
2015 Q4	$1.63M	Buy	24,054 +100	+0.4%	+$6.91K	0.56%	41
2015 Q3	$1.69M	Hold	23,954	–	–	0.57%	42
2015 Q2	$1.6M	Hold	23,954	–	–	0.48%	43
2015 Q1	$1.7M	Buy	23,954 +1,029	+4%	+$76.3K	0.49%	41
2014 Q4	$1.76M	Sell	22,925 -125	-0.5%	-$9.05K	0.55%	40
2014 Q3	$1.59M	Hold	23,050	–	–	0.48%	41
2014 Q2	$1.65M	Sell	23,050 -250	-1%	-$17.5K	0.48%	41
2014 Q1	$1.65M	Buy	23,300 +1,150	+5%	+$78.5K	0.52%	42
2013 Q4	$1.43M	Buy	22,150 +245	+1%	+$15.8K	0.45%	42
2013 Q3	$1.37M	Sell	21,905 -1,111	-5%	-$65.9K	0.46%	44
2013 Q2	$1.31M	Buy	+23,016	New	+$1.35M	0.46%	45

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

Lawson Kroeker Investment Management's D Position: Q2 2026 in Review

Lawson Kroeker Investment Management reduced its Dominion Energy (D) stake by 8.9% in Q2 2026, selling an estimated $29.9K and leaving 4,730 shares worth $323K. The position accounts for 0.09% of the portfolio, ranked #54.

Lawson Kroeker Investment Management first reported a position in D in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.84M in Q2 2016. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

Lawson Kroeker Investment Management held 4,730 shares of Dominion Energy worth $323K as of Q2 2026.
Lawson Kroeker Investment Management sold 460 Dominion Energy shares in Q2 2026, an estimated $29.9K.
Dominion Energy made up 0.09% of Lawson Kroeker Investment Management's portfolio in Q2 2026, its #54 holding.
Lawson Kroeker Investment Management first reported a position in Dominion Energy in Q2 2013 and has held it in 53 quarters since.
Lawson Kroeker Investment Management's Dominion Energy position peaked at $1.84M in Q2 2016.
1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Lawson Kroeker Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.