Lowe Brockenbrough & Co’s Dominion Energy D Stock Holding History

Lowe Brockenbrough & Co’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	$2.09M	Buy	33,747 +1,700	+5%	+$105K	0.1%	127
2025 Q4	$1.88M	Buy	32,047 +2,421	+8%	+$146K	0.09%	129
2025 Q3	$1.81M	Buy	29,626 +3,079	+12%	+$183K	0.09%	131
2025 Q2	$1.5M	Sell	26,547 -382	-1%	-$20.9K	0.08%	146
2025 Q1	$1.51M	Buy	26,929 +20	+0.1%	+$1.1K	0.1%	137
2024 Q4	$1.45M	Sell	26,909 -1,555	-5%	-$88.7K	0.09%	140
2024 Q3	$1.64M	Buy	28,464 +556	+2%	+$30.4K	0.11%	136
2024 Q2	$1.37M	Sell	27,908 -310	-1%	-$15.8K	0.09%	148
2024 Q1	$1.39M	Sell	28,218 -3,938	-12%	-$184K	0.09%	153
2023 Q4	$1.51M	Sell	32,156 -1,691	-5%	-$75.5K	0.12%	139
2023 Q3	$1.51M	Buy	33,847 +1,195	+4%	+$59.3K	0.12%	144
2023 Q2	$1.69M	Sell	32,652 -1,404	-4%	-$76.3K	0.13%	134
2023 Q1	$1.9M	Buy	34,056 +2,856	+9%	+$167K	0.15%	127
2022 Q4	$1.91M	Buy	31,200 +8,576	+38%	+$539K	0.17%	120
2022 Q3	$1.56M	Buy	22,624 +1,304	+6%	+$105K	0.15%	137
2022 Q2	$1.7M	Sell	21,320 -467	-2%	-$38.6K	0.15%	138
2022 Q1	$1.85M	Sell	21,787 -3,128	-13%	-$251K	0.14%	138
2021 Q4	$1.96M	Sell	24,915 -1,135	-4%	-$85.4K	0.14%	126
2021 Q3	$1.9M	Buy	26,050 +1,724	+7%	+$131K	0.15%	136
2021 Q2	$1.79M	Sell	24,326 -75	-0.3%	-$5.79K	0.16%	117
2021 Q1	$1.85M	Sell	24,401 -750	-3%	-$54.5K	0.18%	112
2020 Q4	$1.89M	Sell	25,151 -422	-2%	-$33.5K	0.2%	108
2020 Q3	$2.02M	Buy	25,573 +625	+3%	+$49.1K	0.25%	96
2020 Q2	$2.02M	Sell	24,948 -1,978	-7%	-$159K	0.27%	93
2020 Q1	$1.94M	Sell	26,926 -1,078	-4%	-$88K	0.32%	86
2019 Q4	$2.32M	Sell	28,004 -35	-0.1%	-$2.86K	0.29%	95
2019 Q3	$2.27M	Sell	28,039 -3,153	-10%	-$244K	0.3%	91
2019 Q2	$2.41M	Sell	31,192 -2,325	-7%	-$177K	0.33%	88
2019 Q1	$2.57M	Buy	33,517 +2,675	+9%	+$195K	0.36%	83
2018 Q4	$2.2M	Sell	30,842 -1,040	-3%	-$76K	0.36%	82
2018 Q3	$2.24M	Sell	31,882 -4,588	-13%	-$325K	0.31%	87
2018 Q2	$2.49M	Sell	36,470 -3,676	-9%	-$239K	0.37%	82
2018 Q1	$2.71M	Sell	40,146 -4,301	-10%	-$318K	0.4%	80
2017 Q4	$3.6M	Buy	44,447 +29,050	+189%	+$2.35M	0.52%	66
2017 Q3	$1.19M	Sell	15,397 -75	-0.5%	-$5.83K	0.18%	118
2017 Q2	$1.19M	Buy	15,472 +1,890	+14%	+$149K	0.19%	113
2017 Q1	$1.05M	Sell	13,582 -177	-1%	-$13.4K	0.17%	117
2016 Q4	$1.05M	Sell	13,759 -200	-1%	-$14.7K	0.18%	116
2016 Q3	$1.04M	Sell	13,959 -353	-2%	-$26.9K	0.18%	112
2016 Q2	$1.11M	Buy	14,312 +174	+1%	+$12.6K	0.19%	106
2016 Q1	$1.06M	Sell	14,138 -1,058	-7%	-$74.9K	0.18%	116
2015 Q4	$1.03M	Hold	15,196	–	–	0.18%	117
2015 Q3	$1.07M	Buy	15,196 +506	+3%	+$35.6K	0.19%	114
2015 Q2	$982K	Buy	14,690 +120	+0.8%	+$8.44K	0.16%	125
2015 Q1	$1.03M	Buy	14,570 +150	+1%	+$11.1K	0.16%	123
2014 Q4	$1.11M	Sell	14,420 -1,650	-10%	-$119K	0.18%	119
2014 Q3	$1.11M	Sell	16,070 -240	-1%	-$16.6K	0.18%	110
2014 Q2	$1.17M	Sell	16,310 -30	-0.2%	-$2.1K	0.19%	109
2014 Q1	$1.16M	Sell	16,340 -4,616	-22%	-$315K	0.19%	107
2013 Q4	$1.36M	Sell	20,956 -220	-1%	-$14.2K	0.22%	97
2013 Q3	$1.32M	Sell	21,176 -655	-3%	-$38.9K	0.24%	91
2013 Q2	$1.24M	Buy	+21,831	New	+$1.28M	0.23%	96

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

Lowe Brockenbrough & Co's D Position: Q1 2026 in Review

Lowe Brockenbrough & Co increased its Dominion Energy (D) stake by 5.3% in Q1 2026, buying an estimated $105K and bringing the position to 33,747 shares worth $2.09M. The position accounts for 0.1% of the portfolio, ranked #127.

Lowe Brockenbrough & Co first reported a position in D in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.6M in Q4 2017. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

Lowe Brockenbrough & Co held 33,747 shares of Dominion Energy worth $2.09M as of Q1 2026.
Lowe Brockenbrough & Co bought 1,700 Dominion Energy shares in Q1 2026, an estimated $105K.
Dominion Energy made up 0.1% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #127 holding.
Lowe Brockenbrough & Co first reported a position in Dominion Energy in Q2 2013 and has held it in 52 quarters since.
Lowe Brockenbrough & Co's Dominion Energy position peaked at $3.6M in Q4 2017.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.