Logan Capital Management’s Dominion Energy D Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-1,261
Closed -$77.1K 310
2025
Q3
$77.1K Hold
1,261
﹤0.01% 299
2025
Q2
$71.3K Hold
1,261
﹤0.01% 298
2025
Q1
$70.7K Hold
1,261
﹤0.01% 327
2024
Q4
$67.9K Buy
1,261
+11
+0.9% +$628 ﹤0.01% 328
2024
Q3
$72.2K Hold
1,250
﹤0.01% 329
2024
Q2
$61.3K Sell
1,250
-198
-14% -$10.1K ﹤0.01% 327
2024
Q1
$71.2K Sell
1,448
-200
-12% -$9.34K ﹤0.01% 327
2023
Q4
$77.5K Buy
1,648
+1,250
+314% +$55.8K ﹤0.01% 336
2023
Q3
$17.8K Sell
398
-136
-25% -$6.75K ﹤0.01% 387
2023
Q2
$27.7K Hold
534
﹤0.01% 367
2023
Q1
$29.9K Hold
534
﹤0.01% 370
2022
Q4
$32.7K Hold
534
﹤0.01% 370
2022
Q3
$37K Sell
534
-29
-5% -$2.34K ﹤0.01% 361
2022
Q2
$45K Buy
563
+136
+32% +$11.2K ﹤0.01% 362
2022
Q1
$36K Hold
427
﹤0.01% 375
2021
Q4
$34K Buy
427
+29
+7% +$2.18K ﹤0.01% 389
2021
Q3
$29K Hold
398
﹤0.01% 401
2021
Q2
$29K Sell
398
-100
-20% -$7.72K ﹤0.01% 396
2021
Q1
$38K Buy
+498
New +$36.2K ﹤0.01% 360
2016
Q2
Sell
-13,200
Closed -$992K 268
2016
Q1
$992K Hold
13,200
0.08% 156
2015
Q4
$893K Hold
13,200
0.07% 167
2015
Q3
$929K Hold
13,200
0.08% 154
2015
Q2
$883K Hold
13,200
0.06% 175
2015
Q1
$935K Hold
13,200
0.07% 157
2014
Q4
$1.01M Hold
13,200
0.07% 150
2014
Q3
$912K Hold
13,200
0.07% 147
2014
Q2
$944K Sell
13,200
-2,000
-13% -$140K 0.07% 143
2014
Q1
$1.08M Hold
15,200
0.08% 140
2013
Q4
$983K Hold
15,200
0.07% 157
2013
Q3
$950K Sell
15,200
-4,000
-21% -$237K 0.07% 146
2013
Q2
$1.04M Buy
+19,200
New +$1.12M 0.08% 139

Other funds holding D

Logan Capital Management's D Position: Q4 2025 in Review

Logan Capital Management sold out of Dominion Energy (D) in Q4 2025, closing a stake of 1,261 shares — an estimated $77.1K sold.

Logan Capital Management first reported a position in D in Q2 2013 and held it in 31 quarters. The position peaked at $1.08M in Q1 2014. 1,445 funds tracked by Wall St. Rank hold D as of Q4 2025.

  • Logan Capital Management reported no remaining Dominion Energy position as of Q4 2025 after selling out during the quarter.
  • Logan Capital Management sold 1,261 Dominion Energy shares in Q4 2025, an estimated $77.1K.
  • Logan Capital Management first reported a position in Dominion Energy in Q2 2013 and held it in 31 quarters.
  • Logan Capital Management's Dominion Energy position peaked at $1.08M in Q1 2014.
  • 1,445 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2025.

Based on Logan Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.