NIM
D icon

NEOS Investment Management’s Dominion Energy D Stock Holding History

NEOS 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 		$7.58M Sell
122,566
-12,037
-9% -$743K 0.04% 272
2025
Q4 		$7.89M Buy
134,603
+22,266
+20% +$1.34M 0.05% 263
2025
Q3 		$6.87M Buy
112,337
+33,511
+43% +$1.99M 0.05% 258
2025
Q2 		$4.46M Buy
78,826
+16,047
+26% +$879K 0.06% 261
2025
Q1 		$3.52M Buy
62,779
+11,255
+22% +$619K 0.07% 241
2024
Q4 		$2.78M Buy
51,524
+12,342
+31% +$704K 0.07% 249
2024
Q3 		$2.26M Buy
39,182
+8,120
+26% +$444K 0.07% 250
2024
Q2 		$1.52M Buy
31,062
+9,960
+47% +$507K 0.06% 261
2024
Q1 		$1.04M Buy
21,102
+9,198
+77% +$430K 0.06% 249
2023
Q4 		$559K Buy
11,904
+3,697
+45% +$165K 0.05% 265
2023
Q3 		$367K Buy
+8,207
New +$407K 0.05% 247

Other funds holding D

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

NEOS Investment Management reduced its Dominion Energy (D) stake by 8.9% in Q1 2026, selling an estimated $743K and leaving 122,566 shares worth $7.58M. The position accounts for 0.04% of the portfolio, ranked #272.

NEOS Investment Management first reported a position in D in Q3 2023 and has held it in 11 quarters since. The position peaked at $7.89M in Q4 2025. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • NEOS Investment Management held 122,566 shares of Dominion Energy worth $7.58M as of Q1 2026.
  • NEOS Investment Management sold 12,037 Dominion Energy shares in Q1 2026, an estimated $743K.
  • Dominion Energy made up 0.04% of NEOS Investment Management's portfolio in Q1 2026, its #272 holding.
  • NEOS Investment Management first reported a position in Dominion Energy in Q3 2023 and has held it in 11 quarters since.
  • NEOS Investment Management's Dominion Energy position peaked at $7.89M in Q4 2025.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on NEOS Investment Management's 13F filing for Q1 2026, filed 15 May 2026.