LMR Partners’s Dominion Energy D Stock Holding History

LMR Partners’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 Q1	–	Sell	-15,032	Closed	-$881K	–	1556
2025 Q4	$881K	Buy	+15,032	New	+$906K	﹤0.01%	1020
2025 Q3	–	Sell	-56,000	Closed	-$3.33M	–	1486
2025 Q2	$3.17M	Buy	+56,000	New	+$3.07M	0.02%	561
2020 Q3	–	Sell	-70,930	Closed	-$5.76M	–	487
2020 Q2	$5.76M	Buy	+70,930	New	+$5.69M	0.14%	95
2019 Q2	–	Sell	-27,773	Closed	-$2.13M	–	461
2019 Q1	$2.13M	Buy	27,773 +23,016	+484%	+$1.68M	0.11%	122
2018 Q4	$340K	Buy	+4,757	New	+$348K	0.02%	299
2017 Q3	–	Sell	-8,836	Closed	-$677K	–	363
2017 Q2	$677K	Buy	+8,836	New	+$695K	0.04%	380
2016 Q2	–	Sell	-7,422	Closed	-$557	–	497
2016 Q1	$557	Buy	+7,422	New	+$525K	0.06%	258
2014 Q3	–	Sell	-35,273	Closed	-$2.52M	–	360
2014 Q2	$2.52M	Buy	+35,273	New	+$2.47M	0.21%	129

Other funds holding D

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

LMR Partners's D Position: Q1 2026 in Review

LMR Partners sold out of Dominion Energy (D) in Q1 2026, closing a stake of 15,032 shares — an estimated $881K sold.

LMR Partners first reported a position in D in Q2 2014 and held it in 8 quarters. The position peaked at $5.76M in Q2 2020. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

LMR Partners reported no remaining Dominion Energy position as of Q1 2026 after selling out during the quarter.
LMR Partners sold 15,032 Dominion Energy shares in Q1 2026, an estimated $881K.
LMR Partners first reported a position in Dominion Energy in Q2 2014 and held it in 8 quarters.
LMR Partners's Dominion Energy position peaked at $5.76M in Q2 2020.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.