LI
D icon

LRI Investments’s Dominion Energy D Stock Holding History

LRI Investments’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
Q2 		$66.8K Buy
978
+32
+3% +$2.08K 0.01% 509
2026
Q1 		$58.5K Buy
946
+291
+44% +$18K 0.01% 494
2025
Q4 		$38.4K Sell
655
-1
-0.2% -$60 ﹤0.01% 588
2025
Q3 		$40.1K Buy
656
+43
+7% +$2.56K ﹤0.01% 596
2025
Q2 		$34.6K Sell
613
-7,642
-93% -$419K ﹤0.01% 610
2025
Q1 		$463K Buy
8,255
+368
+5% +$20.2K 0.04% 174
2024
Q4 		$425K Buy
7,887
+774
+11% +$44.2K 0.04% 157
2024
Q3 		$400K Hold
7,113
– – 0.04% 181
2024
Q2 		$349K Buy
7,113
+6,501
+1,062% +$331K 0.04% 152
2024
Q1 		$30.1K Buy
+612
New +$28.6K 0.01% 326

Other funds holding D

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

LRI Investments's D Position: Q2 2026 in Review

LRI Investments increased its Dominion Energy (D) stake by 3.4% in Q2 2026, buying an estimated $2.08K and bringing the position to 978 shares worth $66.8K. The position accounts for 0.01% of the portfolio, ranked #509.

LRI Investments first reported a position in D in Q1 2024 and has held it in 10 quarters since. The position peaked at $463K in Q1 2025. 684 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • LRI Investments held 978 shares of Dominion Energy worth $66.8K as of Q2 2026.
  • LRI Investments bought 32 Dominion Energy shares in Q2 2026, an estimated $2.08K.
  • Dominion Energy made up 0.01% of LRI Investments's portfolio in Q2 2026, its #509 holding.
  • LRI Investments first reported a position in Dominion Energy in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Dominion Energy position peaked at $463K in Q1 2025.
  • 684 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.