Luts & Greenleigh Group’s Dominion Energy D Stock Holding History

Luts & Greenleigh Group’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	$455K	Hold	7,357	–	–	0.36%	51
2025 Q4	$431K	Buy	7,357 +1,762	+31%	+$106K	0.37%	52
2025 Q3	$342K	Sell	5,595 -75	-1%	-$4.46K	0.31%	59
2025 Q2	$320K	Sell	5,670 -130	-2%	-$7.12K	0.31%	56
2025 Q1	$325K	Sell	5,800 -15	-0.3%	-$825	0.32%	56
2024 Q4	$313K	Buy	5,815 +39	+0.7%	+$2.23K	0.31%	59
2024 Q3	$334K	Sell	5,776 -332	-5%	-$18.1K	0.32%	55
2024 Q2	$299K	Buy	+6,108	New	+$311K	0.31%	54
2023 Q4	$228K	Sell	4,850 -200	-4%	-$8.93K	0.29%	54
2023 Q3	$226K	Sell	5,050 -300	-6%	-$14.9K	0.28%	55
2023 Q2	$277K	Buy	5,350 +811	+18%	+$44.1K	0.34%	49
2023 Q1	$254K	Buy	+4,539	New	+$266K	0.32%	52

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

Luts & Greenleigh Group's D Position: Q1 2026 in Review

Luts & Greenleigh Group held its Dominion Energy (D) position steady in Q1 2026 at 7,357 shares worth $455K. The position accounts for 0.36% of the portfolio, ranked #51.

Luts & Greenleigh Group first reported a position in D in Q1 2023 and has held it in 12 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

Luts & Greenleigh Group held 7,357 shares of Dominion Energy worth $455K as of Q1 2026.
Luts & Greenleigh Group left its Dominion Energy share count unchanged in Q1 2026.
Dominion Energy made up 0.36% of Luts & Greenleigh Group's portfolio in Q1 2026, its #51 holding.
Luts & Greenleigh Group first reported a position in Dominion Energy in Q1 2023 and has held it in 12 quarters since.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Luts & Greenleigh Group's 13F filing for Q1 2026, filed 5 May 2026.