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Longfellow Investment Management’s Dominion Energy D Stock Holding History

Longfellow 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
Q1 		– Sell
-7,239
Closed -$424K – 249
2025
Q4 		$424K Sell
7,239
-6,698
-48% -$404K 0.1% 121
2025
Q3 		$853K Hold
13,937
– – 0.2% 91
2025
Q2 		$788K Hold
13,937
– – 0.19% 86
2025
Q1 		$781K Buy
13,937
+4,127
+42% +$227K 0.19% 76
2024
Q4 		$528K Sell
9,810
-630
-6% -$35.9K 0.14% 85
2024
Q3 		$603K Buy
10,440
+63
+0.6% +$3.44K 0.15% 85
2024
Q2 		$508K Buy
10,377
+72
+0.7% +$3.67K 0.13% 91
2024
Q1 		$507K Buy
10,305
+79
+0.8% +$3.69K 0.11% 92
2023
Q4 		$481K Hold
10,226
– – 0.12% 92
2023
Q3 		$457K Hold
10,226
– – 0.12% 90
2023
Q2 		$530K Buy
10,226
+416
+4% +$22.6K 0.12% 97
2023
Q1 		$548K Buy
9,810
+3,450
+54% +$202K 0.13% 100
2022
Q4 		$390K Buy
+6,360
New +$399K 0.09% 126

Other funds holding D

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Longfellow Investment Management's D Position: Q1 2026 in Review

Longfellow Investment Management sold out of Dominion Energy (D) in Q1 2026, closing a stake of 7,239 shares — an estimated $424K sold.

Longfellow Investment Management first reported a position in D in Q4 2022 and held it in 13 quarters. The position peaked at $853K in Q3 2025. 1,486 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Longfellow Investment Management reported no remaining Dominion Energy position as of Q1 2026 after selling out during the quarter.
  • Longfellow Investment Management sold 7,239 Dominion Energy shares in Q1 2026, an estimated $424K.
  • Longfellow Investment Management first reported a position in Dominion Energy in Q4 2022 and held it in 13 quarters.
  • Longfellow Investment Management's Dominion Energy position peaked at $853K in Q3 2025.
  • 1,486 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Longfellow Investment Management's 13F filing for Q1 2026, filed 12 May 2026.