NDSI
D icon

Newman Dignan & Sheerar Inc’s Dominion Energy D Stock Holding History

Newman Dignan & Sheerar Inc’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 		$200K Buy
+2,935
New +$191K 0.04% 197
2025
Q2 		– Sell
-2,900
Closed -$163K – 196
2025
Q1 		$163K Sell
2,900
-1,400
-33% -$77K 0.04% 162
2024
Q4 		$232K Hold
4,300
– – 0.06% 159
2024
Q3 		$259K Hold
4,300
– – 0.06% 159
2024
Q2 		$211K Hold
4,300
– – 0.05% 166
2024
Q1 		$212K Hold
4,300
– – 0.06% 168
2023
Q4 		$202K Sell
4,300
-2,051
-32% -$91.6K 0.06% 165
2023
Q3 		$284K Hold
6,351
– – 0.09% 137
2023
Q2 		$329K Hold
6,351
– – 0.1% 135
2023
Q1 		$355K Hold
6,351
– – 0.11% 134
2022
Q4 		$389K Sell
6,351
-35
-0.5% -$2.2K 0.13% 123
2022
Q3 		$441 Hold
6,386
– – 0.07% 116
2022
Q2 		$510K Hold
6,386
– – 0.17% 113
2022
Q1 		$543 Hold
6,386
– – 0.1% 107
2021
Q4 		$502K Hold
6,386
– – 0.15% 116
2021
Q3 		$466K Hold
6,386
– – 0.13% 114
2021
Q2 		$470K Sell
6,386
-15
-0.2% -$1.16K 0.16% 112
2021
Q1 		$486K Sell
6,401
-164
-2% -$11.9K 0.18% 106
2020
Q4 		$4.93K Hold
6,565
– – 0.79% 14
2020
Q3 		$518K Hold
6,565
– – 0.22% 90
2020
Q2 		$535K Sell
6,565
-50
-0.8% -$4.01K 0.23% 87
2020
Q1 		$528K Sell
6,615
-136
-2% -$11.1K 0.28% 77
2019
Q4 		$559 Buy
6,751
+136
+2% +$11.1K 0.06% 94
2019
Q3 		$536K Hold
6,615
– – 0.25% 90
2019
Q2 		$511 Hold
6,615
– – 0.01% 96
2019
Q1 		$507K Hold
6,615
– – 0.2% 91
2018
Q4 		$473 Sell
6,615
-100
-1% -$7.31K 0.04% 94
2018
Q3 		$482K Buy
6,715
+100
+2% +$7.08K 0.21% 104
2018
Q2 		$451 Sell
6,615
-50
-0.8% -$3.26K 0.03% 103
2018
Q1 		$426K Sell
6,665
-300
-4% -$22.2K 0.22% 108
2017
Q4 		$565K Hold
6,965
– – 0.28% 93
2017
Q3 		$535K Hold
6,965
– – 0.29% 95
2017
Q2 		$534K Hold
6,965
– – 0.3% 93
2017
Q1 		$540 Hold
6,965
– – 0.24% 89
2016
Q4 		$533K Hold
6,965
– – 0.33% 85
2016
Q3 		$517K Hold
6,965
– – 0.32% 87
2016
Q2 		$543K Hold
6,965
– – 0.34% 81
2016
Q1 		$523K Buy
6,965
+150
+2% +$10.6K 0.38% 74
2015
Q4 		$461K Hold
6,815
– – 0.33% 85
2015
Q3 		$480K Hold
6,815
– – 0.31% 73
2015
Q2 		$456K Sell
6,815
-35
-0.5% -$2.46K 0.33% 84
2015
Q1 		$485K Hold
6,850
– – 0.35% 83
2014
Q4 		$527 Hold
6,850
– – 0.32% 78
2014
Q3 		$473K Sell
6,850
-265
-4% -$18.3K 0.36% 79
2014
Q2 		$509 Sell
7,115
-3,000
-30% -$210K 0.29% 80
2014
Q1 		$718K Hold
10,115
– – 0.51% 60
2013
Q4 		$654 Sell
10,115
-56
-0.6% -$3.6K 0.03% 69
2013
Q3 		$635K Hold
10,171
– – 0.49% 66
2013
Q2 		$578 Buy
+10,171
New +$596K 0.04% 66

Other funds holding D

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Newman Dignan & Sheerar Inc's D Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc opened a new position in Dominion Energy (D) in Q2 2026: 2,935 shares worth $200K. The stake represents 0.04% of the portfolio and ranks #197 among its holdings. This is a return to the name: Newman Dignan & Sheerar Inc previously reported a position in D as recently as Q1 2025.

Newman Dignan & Sheerar Inc first reported a position in D in Q2 2013 and has held it in 49 quarters since. The position peaked at $718K in Q1 2014. 245 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Newman Dignan & Sheerar Inc held 2,935 shares of Dominion Energy worth $200K as of Q2 2026.
  • Dominion Energy was a new Newman Dignan & Sheerar Inc position in Q2 2026.
  • Dominion Energy made up 0.04% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #197 holding.
  • Newman Dignan & Sheerar Inc first reported a position in Dominion Energy in Q2 2013 and has held it in 49 quarters since.
  • Newman Dignan & Sheerar Inc's Dominion Energy position peaked at $718K in Q1 2014.
  • 245 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.