Lion Street Advisors’s Dominion Energy D Stock Holding History

Lion Street Advisors’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 Q2	–	Sell	-4,503	Closed	-$252K	–	278
2025 Q1	$252K	Buy	4,503 +14	+0.3%	+$770	0.08%	223
2024 Q4	$242K	Sell	4,489 -191	-4%	-$10.9K	0.08%	229
2024 Q3	$270K	Sell	4,680 -510	-10%	-$27.9K	0.09%	211
2024 Q2	$254K	Sell	5,190 -15	-0.3%	-$764	0.09%	217
2024 Q1	$245K	Hold	5,205	–	–	0.1%	212
2023 Q4	$245K	Sell	5,205 -5,908	-53%	-$264K	0.1%	212
2023 Q3	$496K	Buy	+11,113	New	+$552K	0.16%	120
2023 Q2	–	Sell	-10,870	Closed	-$608K	–	250
2023 Q1	$608K	Buy	+10,870	New	+$636K	0.19%	101
2020 Q2	–	Sell	-21	Closed	-$2K	–	117
2020 Q1	$2K	Buy	+21	New	+$1.72K	0.01%	338

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lion Street Advisors's D Position: Q2 2025 in Review

Lion Street Advisors sold out of Dominion Energy (D) in Q2 2025, closing a stake of 4,503 shares — an estimated $252K sold.

Lion Street Advisors first reported a position in D in Q1 2020 and held it in 9 quarters. The position peaked at $608K in Q1 2023. 1,350 funds tracked by Wall St. Rank hold D as of Q2 2025.

Lion Street Advisors reported no remaining Dominion Energy position as of Q2 2025 after selling out during the quarter.
Lion Street Advisors sold 4,503 Dominion Energy shares in Q2 2025, an estimated $252K.
Lion Street Advisors first reported a position in Dominion Energy in Q1 2020 and held it in 9 quarters.
Lion Street Advisors's Dominion Energy position peaked at $608K in Q1 2023.
1,350 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2025.

Based on Lion Street Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.