Luther King Capital Management (LKCM)’s Dominion Energy D Stock Holding History

Luther King Capital Management (LKCM)’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	$290K	Sell	4,249 -70	-2%	-$4.55K	﹤0.01%	557
2026 Q1	$267K	Buy	4,319 +258	+6%	+$15.9K	﹤0.01%	536
2025 Q4	$238K	Sell	4,061 -9	-0.2%	-$542	﹤0.01%	568
2025 Q3	$249K	Hold	4,070	–	–	﹤0.01%	543
2025 Q2	$230K	Hold	4,070	–	–	﹤0.01%	551
2025 Q1	$228K	Sell	4,070 -446	-10%	-$24.5K	﹤0.01%	557
2024 Q4	$243K	Hold	4,516	–	–	﹤0.01%	544
2024 Q3	$261K	Buy	4,516 +96	+2%	+$5.25K	﹤0.01%	547
2024 Q2	$217K	Buy	+4,420	New	+$225K	﹤0.01%	575
2023 Q3	–	Sell	-4,016	Closed	-$208K	–	594
2023 Q2	$208K	Sell	4,016 -860	-18%	-$46.8K	﹤0.01%	567
2023 Q1	$273K	Sell	4,876 -501	-9%	-$29.3K	﹤0.01%	530
2022 Q4	$330K	Buy	5,377 +1,186	+28%	+$74.5K	﹤0.01%	502
2022 Q3	$290K	Buy	4,191 +515	+14%	+$41.6K	﹤0.01%	508
2022 Q2	$293K	Buy	3,676 +106	+3%	+$8.75K	﹤0.01%	545
2022 Q1	$303K	Hold	3,570	–	–	﹤0.01%	547
2021 Q4	$280K	Sell	3,570 -144	-4%	-$10.8K	﹤0.01%	565
2021 Q3	$271K	Buy	3,714 +144	+4%	+$11K	﹤0.01%	558
2021 Q2	$263K	Hold	3,570	–	–	﹤0.01%	566
2021 Q1	$271K	Sell	3,570 -121	-3%	-$8.79K	﹤0.01%	512
2020 Q4	$278K	Sell	3,691 -1,643	-31%	-$131K	﹤0.01%	503
2020 Q3	$421K	Buy	5,334 +1,764	+49%	+$139K	﹤0.01%	424
2020 Q2	$290K	Hold	3,570	–	–	﹤0.01%	458
2020 Q1	$258K	Hold	3,570	–	–	﹤0.01%	455
2019 Q4	$296K	Hold	3,570	–	–	﹤0.01%	490
2019 Q3	$289K	Hold	3,570	–	–	﹤0.01%	471
2019 Q2	$276K	Hold	3,570	–	–	﹤0.01%	470
2019 Q1	$274K	Sell	3,570 -427	-11%	-$31.2K	﹤0.01%	468
2018 Q4	$286K	Buy	3,997 +47	+1%	+$3.43K	﹤0.01%	458
2018 Q3	$278K	Sell	3,950 -96	-2%	-$6.8K	﹤0.01%	480
2018 Q2	$276K	Hold	4,046	–	–	﹤0.01%	468
2018 Q1	$273K	Sell	4,046 -1,196	-23%	-$88.3K	﹤0.01%	472
2017 Q4	$425K	Sell	5,242 -3,000	-36%	-$243K	﹤0.01%	429
2017 Q3	$634K	Sell	8,242 -380	-4%	-$29.6K	0.01%	388
2017 Q2	$661K	Buy	8,622 +1,472	+21%	+$116K	0.01%	379
2017 Q1	$555K	Sell	7,150 -322	-4%	-$24.4K	0.01%	395
2016 Q4	$572K	Buy	7,472 +2,387	+47%	+$176K	0.01%	393
2016 Q3	$378K	Hold	5,085	–	–	﹤0.01%	410
2016 Q2	$396K	Sell	5,085 -2,650	-34%	-$192K	﹤0.01%	422
2016 Q1	$581K	Sell	7,735 -444	-5%	-$31.4K	0.01%	390
2015 Q4	$553K	Buy	8,179 +3,929	+92%	+$271K	0.01%	403
2015 Q3	$299K	Sell	4,250 -450	-10%	-$31.6K	﹤0.01%	460
2015 Q2	$314K	Sell	4,700 -150	-3%	-$10.6K	﹤0.01%	483
2015 Q1	$344K	Sell	4,850 -496	-9%	-$36.8K	﹤0.01%	464
2014 Q4	$411K	Sell	5,346 -120	-2%	-$8.69K	﹤0.01%	455
2014 Q3	$378K	Buy	5,466 +120	+2%	+$8.29K	﹤0.01%	479
2014 Q2	$382K	Sell	5,346 -338	-6%	-$23.7K	﹤0.01%	476
2014 Q1	$404K	Sell	5,684 -219	-4%	-$15K	﹤0.01%	456
2013 Q4	$382K	Sell	5,903 -22,245	-79%	-$1.43M	﹤0.01%	461
2013 Q3	$1.76M	Sell	28,148 -1,162	-4%	-$68.9K	0.02%	359
2013 Q2	$1.67M	Buy	+29,310	New	+$1.72M	0.02%	352

Other funds holding D

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Luther King Capital Management (LKCM)'s D Position: Q2 2026 in Review

Luther King Capital Management (LKCM) reduced its Dominion Energy (D) stake by 1.6% in Q2 2026, selling an estimated $4.55K and leaving 4,249 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Luther King Capital Management (LKCM) first reported a position in D in Q2 2013 and has held it in 50 quarters since. The position peaked at $1.76M in Q3 2013. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

Luther King Capital Management (LKCM) held 4,249 shares of Dominion Energy worth $290K as of Q2 2026.
Luther King Capital Management (LKCM) sold 70 Dominion Energy shares in Q2 2026, an estimated $4.55K.
Dominion Energy made up ﹤0.01% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #557 holding.
Luther King Capital Management (LKCM) first reported a position in Dominion Energy in Q2 2013 and has held it in 50 quarters since.
Luther King Capital Management (LKCM)'s Dominion Energy position peaked at $1.76M in Q3 2013.
1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.