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Lindbrook Capital’s Dominion Energy D Stock Holding History

Lindbrook Capital’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
Q1 		$534K Buy
9,528
+1,223
+15% +$67.3K 0.05% 214
2024
Q4 		$447K Buy
8,305
+1,402
+20% +$80K 0.04% 241
2024
Q3 		$399K Sell
6,903
-628
-8% -$34.3K 0.04% 257
2024
Q2 		$369K Sell
7,531
-2,252
-23% -$115K 0.03% 250
2024
Q1 		$481K Sell
9,783
-1,384
-12% -$64.7K 0.05% 222
2023
Q4 		$525K Sell
11,167
-996
-8% -$44.5K 0.05% 192
2023
Q3 		$543K Buy
12,163
+1,325
+12% +$65.8K 0.06% 171
2023
Q2 		$561K Sell
10,838
-999
-8% -$54.3K 0.06% 170
2023
Q1 		$662K Buy
11,837
+34
+0.3% +$1.99K 0.08% 142
2022
Q4 		$724K Sell
11,803
-316
-3% -$19.8K 0.09% 139
2022
Q3 		$838K Buy
12,119
+1,257
+12% +$101K 0.14% 92
2022
Q2 		$867K Sell
10,862
-79
-0.7% -$6.52K 0.14% 99
2022
Q1 		$930K Buy
10,941
+455
+4% +$36.5K 0.14% 98
2021
Q4 		$824K Buy
10,486
+9,889
+1,656% +$744K 0.13% 99
2021
Q3 		$44K Sell
597
-157
-21% -$12K 0.01% 476
2021
Q2 		$55K Buy
754
+36
+5% +$2.78K 0.01% 440
2021
Q1 		$55K Buy
718
+54
+8% +$3.92K 0.01% 412
2020
Q4 		$50K Buy
664
+37
+6% +$2.94K 0.01% 398
2020
Q3 		$49K Buy
627
+76
+14% +$5.97K 0.01% 361
2020
Q2 		$45K Sell
551
-138
-20% -$11.1K 0.01% 379
2020
Q1 		$50K Sell
689
-51
-7% -$4.16K 0.02% 320
2019
Q4 		$61K Hold
740
– – 0.02% 383
2019
Q3 		$60K Buy
740
+2
+0.3% +$155 0.02% 358
2019
Q2 		$57K Buy
738
+23
+3% +$1.75K 0.02% 369
2019
Q1 		$54K Buy
715
+182
+34% +$13.3K 0.02% 380
2018
Q4 		$38K Buy
+533
New +$38.9K 0.02% 423

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Lindbrook Capital's D Position: Q1 2025 in Review

Lindbrook Capital increased its Dominion Energy (D) stake by 15% in Q1 2025, buying an estimated $67.3K and bringing the position to 9,528 shares worth $534K. The position accounts for 0.05% of the portfolio, ranked #214.

Lindbrook Capital first reported a position in D in Q4 2018 and has held it in 26 quarters since. The position peaked at $930K in Q1 2022. 1,404 funds tracked by Wall St. Rank hold D as of Q1 2025.

  • Lindbrook Capital held 9,528 shares of Dominion Energy worth $534K as of Q1 2025.
  • Lindbrook Capital bought 1,223 Dominion Energy shares in Q1 2025, an estimated $67.3K.
  • Dominion Energy made up 0.05% of Lindbrook Capital's portfolio in Q1 2025, its #214 holding.
  • Lindbrook Capital first reported a position in Dominion Energy in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Dominion Energy position peaked at $930K in Q1 2022.
  • 1,404 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.