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Leavell Investment Management’s Dominion Energy D Stock Holding History

Leavell 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 		$403K Sell
5,898
-925
-14% -$60.1K 0.01% 480
2026
Q1 		$422K Sell
6,823
-518
-7% -$32K 0.02% 454
2025
Q4 		$430K Sell
7,341
-166
-2% -$10K 0.02% 440
2025
Q3 		$459K Sell
7,507
-2,088
-22% -$124K 0.02% 427
2025
Q2 		$542K Sell
9,595
-204
-2% -$11.2K 0.02% 391
2025
Q1 		$549K Buy
9,799
+40
+0.4% +$2.2K 0.03% 363
2024
Q4 		$526K Sell
9,759
-543
-5% -$31K 0.03% 367
2024
Q3 		$595K Buy
10,302
+1,879
+22% +$103K 0.03% 359
2024
Q2 		$413K Buy
8,423
+845
+11% +$43.1K 0.02% 385
2024
Q1 		$373K Sell
7,578
-600
-7% -$28K 0.02% 390
2023
Q4 		$384K Sell
8,178
-250
-3% -$11.2K 0.02% 363
2023
Q3 		$376K Sell
8,428
-400
-5% -$19.9K 0.03% 369
2023
Q2 		$457K Sell
8,828
-2,006
-19% -$109K 0.03% 338
2023
Q1 		$606K Buy
10,834
+158
+1% +$9.25K 0.04% 304
2022
Q4 		$655K Sell
10,676
-597
-5% -$37.5K 0.05% 292
2022
Q3 		$779K Buy
11,273
+51
+0.5% +$4.12K 0.06% 259
2022
Q2 		$896K Sell
11,222
-200
-2% -$16.5K 0.07% 237
2022
Q1 		$971K Buy
11,422
+100
+0.9% +$8.03K 0.07% 244
2021
Q4 		$889K Sell
11,322
-525
-4% -$39.5K 0.06% 253
2021
Q3 		$865K Sell
11,847
-19,350
-62% -$1.48M 0.06% 237
2021
Q2 		$2.37M Hold
31,197
– – 0.19% 130
2021
Q1 		$2.37M Sell
31,197
-5,282
-14% -$384K 0.19% 130
2020
Q4 		$2.74M Sell
36,479
-19,335
-35% -$1.54M 0.24% 113
2020
Q3 		$4.41M Sell
55,814
-1,838
-3% -$144K 0.38% 75
2020
Q2 		$4.68M Buy
57,652
+2,374
+4% +$190K 0.46% 64
2020
Q1 		$3.99M Sell
55,278
-128
-0.2% -$10.5K 0.46% 66
2019
Q4 		$4.59M Buy
55,406
+3,975
+8% +$325K 0.43% 74
2019
Q3 		$4.17M Buy
51,431
+16,075
+45% +$1.24M 0.43% 73
2019
Q2 		$2.73M Buy
35,356
+18,565
+111% +$1.41M 0.29% 104
2019
Q1 		$1.29M Buy
16,791
+11,286
+205% +$824K 0.14% 150
2018
Q4 		$393K Buy
5,505
+1,425
+35% +$104K 0.05% 266
2018
Q3 		$287K Sell
4,080
-826
-17% -$58.5K 0.03% 328
2018
Q2 		$334K Hold
4,906
– – 0.04% 307
2018
Q1 		$331K Buy
4,906
+260
+6% +$19.2K 0.04% 299
2017
Q4 		$377K Buy
4,646
+200
+4% +$16.2K 0.04% 292
2017
Q3 		$342K Sell
4,446
-360
-7% -$28K 0.04% 290
2017
Q2 		$368K Buy
4,806
+250
+5% +$19.7K 0.05% 289
2017
Q1 		$353K Hold
4,556
– – 0.05% 282
2016
Q4 		$349K Hold
4,556
– – 0.05% 280
2016
Q3 		$338K Sell
4,556
-1,000
-18% -$76.2K 0.05% 285
2016
Q2 		$433K Buy
5,556
+250
+5% +$18.1K 0.06% 257
2016
Q1 		$399K Buy
5,306
+150
+3% +$10.6K 0.06% 261
2015
Q4 		$349K Buy
5,156
+414
+9% +$28.6K 0.05% 279
2015
Q3 		$334K Buy
4,742
+521
+12% +$36.6K 0.05% 290
2015
Q2 		$282K Hold
4,221
– – 0.04% 336
2015
Q1 		$299K Buy
4,221
+200
+5% +$14.8K 0.05% 325
2014
Q4 		$309K Buy
4,021
+826
+26% +$59.8K 0.05% 318
2014
Q3 		$221K Hold
3,195
– – 0.04% 363
2014
Q2 		$229K Hold
3,195
– – 0.04% 365
2014
Q1 		$227K Hold
3,195
– – 0.04% 365
2013
Q4 		$207K Buy
+3,195
New +$206K 0.04% 375

Other funds holding D

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Leavell Investment Management reduced its Dominion Energy (D) stake by 14% in Q2 2026, selling an estimated $60.1K and leaving 5,898 shares worth $403K. The position accounts for 0.01% of the portfolio, ranked #480.

Leavell Investment Management first reported a position in D in Q4 2013 and has held it in 51 quarters since. The position peaked at $4.68M in Q2 2020. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Leavell Investment Management held 5,898 shares of Dominion Energy worth $403K as of Q2 2026.
  • Leavell Investment Management sold 925 Dominion Energy shares in Q2 2026, an estimated $60.1K.
  • Dominion Energy made up 0.01% of Leavell Investment Management's portfolio in Q2 2026, its #480 holding.
  • Leavell Investment Management first reported a position in Dominion Energy in Q4 2013 and has held it in 51 quarters since.
  • Leavell Investment Management's Dominion Energy position peaked at $4.68M in Q2 2020.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.