North Star Investment Management’s Dominion Energy D Stock Holding History

North Star 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	$237K	Sell	3,837 -8	-0.2%	-$494	0.01%	474
2025 Q4	$225K	Buy	3,845 +8	+0.2%	+$482	0.01%	428
2025 Q3	$235K	Hold	3,837	–	–	0.02%	414
2025 Q2	$217K	Hold	3,837	–	–	0.02%	411
2025 Q1	$215K	Hold	3,837	–	–	0.02%	405
2024 Q4	$207K	Sell	3,837 -36	-0.9%	-$2.05K	0.01%	411
2024 Q3	$224K	Buy	3,873 +36	+0.9%	+$1.97K	0.02%	400
2024 Q2	$188K	Sell	3,837 -1,122	-23%	-$57.2K	0.01%	418
2024 Q1	$244K	Buy	4,959 +122	+3%	+$5.7K	0.02%	393
2023 Q4	$227K	Sell	4,837 -466	-9%	-$20.8K	0.02%	403
2023 Q3	$237K	Hold	5,303	–	–	0.02%	397
2023 Q2	$275K	Sell	5,303 -60	-1%	-$3.26K	0.02%	397
2023 Q1	$300K	Hold	5,363	–	–	0.02%	395
2022 Q4	$329K	Sell	5,363 -150	-3%	-$9.42K	0.03%	374
2022 Q3	$381K	Sell	5,513 -114	-2%	-$9.2K	0.04%	315
2022 Q2	$449K	Buy	5,627 +666	+13%	+$55K	0.04%	305
2022 Q1	$422K	Sell	4,961 -336	-6%	-$27K	0.03%	318
2021 Q4	$416K	Buy	5,297 +336	+7%	+$25.3K	0.03%	325
2021 Q3	$362K	Hold	4,961	–	–	0.03%	330
2021 Q2	$365K	Hold	4,961	–	–	0.03%	326
2021 Q1	$377K	Hold	4,961	–	–	0.04%	301
2020 Q4	$373K	Hold	4,961	–	–	0.04%	295
2020 Q3	$392K	Hold	4,961	–	–	0.05%	278
2020 Q2	$403K	Hold	4,961	–	–	0.05%	259
2020 Q1	$358K	Buy	4,961 +100	+2%	+$8.17K	0.05%	255
2019 Q4	$403K	Hold	4,861	–	–	0.04%	290
2019 Q3	$394K	Hold	4,861	–	–	0.04%	293
2019 Q2	$376K	Sell	4,861 -1,900	-28%	-$145K	0.04%	302
2019 Q1	$518K	Buy	6,761 +319	+5%	+$23.3K	0.06%	270
2018 Q4	$460K	Hold	6,442	–	–	0.06%	258
2018 Q3	$453K	Hold	6,442	–	–	0.05%	272
2018 Q2	$439K	Hold	6,442	–	–	0.05%	273
2018 Q1	$434K	Hold	6,442	–	–	0.05%	277
2017 Q4	$522K	Hold	6,442	–	–	0.06%	253
2017 Q3	$496K	Buy	6,442 +1,900	+42%	+$148K	0.06%	254
2017 Q2	$348K	Hold	4,542	–	–	0.05%	285
2017 Q1	$352K	Hold	4,542	–	–	0.05%	280
2016 Q4	$348K	Buy	4,542 +1,294	+40%	+$95.4K	0.05%	267
2016 Q3	$241K	Hold	3,248	–	–	0.04%	269
2016 Q2	$253K	Hold	3,248	–	–	0.05%	266
2016 Q1	$244K	Sell	3,248 -1,000	-24%	-$70.8K	0.05%	270
2015 Q4	$287K	Buy	4,248 +1,000	+31%	+$69.1K	0.06%	258
2015 Q3	$229K	Hold	3,248	–	–	0.05%	271
2015 Q2	$217K	Hold	3,248	–	–	0.04%	275
2015 Q1	$230K	Hold	3,248	–	–	0.04%	267
2014 Q4	$250K	Sell	3,248 -125	-4%	-$9.05K	0.05%	250
2014 Q3	$233K	Hold	3,373	–	–	0.05%	251
2014 Q2	$241K	Sell	3,373 -50	-1%	-$3.51K	0.05%	256
2014 Q1	$243K	Hold	3,423	–	–	0.05%	259
2013 Q4	$221K	Hold	3,423	–	–	0.05%	275
2013 Q3	$214K	Buy	+3,423	New	+$203K	0.06%	252

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

North Star Investment Management's D Position: Q1 2026 in Review

North Star Investment Management reduced its Dominion Energy (D) stake by 0.21% in Q1 2026, selling an estimated $494 and leaving 3,837 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #474.

North Star Investment Management first reported a position in D in Q3 2013 and has held it in 51 quarters since. The position peaked at $522K in Q4 2017. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

North Star Investment Management held 3,837 shares of Dominion Energy worth $237K as of Q1 2026.
North Star Investment Management sold 8 Dominion Energy shares in Q1 2026, an estimated $494.
Dominion Energy made up 0.01% of North Star Investment Management's portfolio in Q1 2026, its #474 holding.
North Star Investment Management first reported a position in Dominion Energy in Q3 2013 and has held it in 51 quarters since.
North Star Investment Management's Dominion Energy position peaked at $522K in Q4 2017.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.