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Liberty One Investment Management’s Dominion Energy D Stock Holding History

Liberty One 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 		$738K Sell
10,802
-301
-3% -$19.6K 0.07% 110
2026
Q1 		$686K Buy
11,103
+1,171
+12% +$72.3K 0.07% 115
2025
Q4 		$582K Sell
9,932
-4,287
-30% -$258K 0.07% 111
2025
Q3 		$870K Buy
14,219
+2,377
+20% +$141K 0.05% 103
2025
Q2 		$669K Sell
11,842
-715
-6% -$39.2K 0.07% 106
2025
Q1 		$704K Sell
12,557
-242
-2% -$13.3K 0.07% 102
2024
Q4 		$689K Sell
12,799
-2,164
-14% -$123K 0.07% 103
2024
Q3 		$865K Sell
14,963
-711
-5% -$38.8K 0.09% 95
2024
Q2 		$768K Sell
15,674
-977
-6% -$49.8K 0.09% 100
2024
Q1 		$819K Buy
16,651
+3,753
+29% +$175K 0.09% 94
2023
Q4 		$606K Sell
12,898
-778
-6% -$34.7K 0.07% 107
2023
Q3 		$611K Buy
13,676
+122
+0.9% +$6.06K 0.09% 98
2023
Q2 		$702K Buy
13,554
+668
+5% +$36.3K 0.09% 106
2023
Q1 		$720K Sell
12,886
-298
-2% -$17.4K 0.1% 99
2022
Q4 		$808K Sell
13,184
-456
-3% -$28.6K 0.12% 92
2022
Q3 		$943K Sell
13,640
-410
-3% -$33.1K 0.16% 79
2022
Q2 		$1.03M Sell
14,050
-1,586
-10% -$131K 0.18% 95
2022
Q1 		$1.33M Sell
15,636
-588
-4% -$47.2K 0.2% 76
2021
Q4 		$1.27M Buy
16,224
+1,270
+8% +$95.6K 0.19% 77
2021
Q3 		$1.09M Buy
14,954
+904
+6% +$68.9K 0.19% 86
2021
Q2 		$1.03M Buy
14,050
+1,003
+8% +$77.4K 0.17% 95
2021
Q1 		$991K Buy
13,047
+915
+8% +$66.5K 0.18% 86
2020
Q4 		$912K Buy
12,132
+386
+3% +$30.7K 0.17% 87
2020
Q3 		$927K Buy
11,746
+1,201
+11% +$94.3K 0.19% 74
2020
Q2 		$856K Sell
10,545
-1,697
-14% -$136K 0.19% 72
2020
Q1 		$884K Sell
12,242
-469
-4% -$38.3K 0.23% 64
2019
Q4 		$1.05M Buy
+12,711
New +$1.04M 0.23% 73

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

Liberty One Investment Management's D Position: Q2 2026 in Review

Liberty One Investment Management reduced its Dominion Energy (D) stake by 2.7% in Q2 2026, selling an estimated $19.6K and leaving 10,802 shares worth $738K. The position accounts for 0.07% of the portfolio, ranked #110.

Liberty One Investment Management first reported a position in D in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.33M in Q1 2022. 1,552 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Liberty One Investment Management held 10,802 shares of Dominion Energy worth $738K as of Q2 2026.
  • Liberty One Investment Management sold 301 Dominion Energy shares in Q2 2026, an estimated $19.6K.
  • Dominion Energy made up 0.07% of Liberty One Investment Management's portfolio in Q2 2026, its #110 holding.
  • Liberty One Investment Management first reported a position in Dominion Energy in Q4 2019 and has held it in 27 quarters since.
  • Liberty One Investment Management's Dominion Energy position peaked at $1.33M in Q1 2022.
  • 1,552 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Liberty One Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.