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NorthRock Partners’s Dominion Energy D Stock Holding History

NorthRock Partners’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 		$407K Buy
6,582
+1,075
+20% +$66.4K 0.01% 450
2025
Q4 		$323K Sell
5,507
-10,726
-66% -$646K 0.01% 463
2025
Q3 		$993K Buy
16,233
+3,906
+32% +$232K 0.02% 347
2025
Q2 		$696K Buy
12,327
+2,416
+24% +$132K 0.02% 318
2025
Q1 		$556K Buy
9,911
+455
+5% +$25K 0.02% 327
2024
Q4 		$509K Sell
9,456
-745
-7% -$42.5K 0.02% 353
2024
Q3 		$590K Buy
10,201
+276
+3% +$15.1K 0.02% 326
2024
Q2 		$486K Buy
9,925
+127
+1% +$6.47K 0.02% 349
2024
Q1 		$482K Sell
9,798
-699
-7% -$32.7K 0.02% 357
2023
Q4 		$493K Buy
10,497
+5,972
+132% +$267K 0.02% 325
2023
Q3 		$202K Sell
4,525
-275
-6% -$13.7K 0.02% 336
2023
Q2 		$249K Sell
4,800
-926
-16% -$50.3K 0.03% 250
2023
Q1 		$320K Buy
+5,726
New +$335K 0.03% 214
2022
Q4 		– Sell
-3,577
Closed -$247K – 344
2022
Q3 		$247K Buy
3,577
+268
+8% +$21.6K 0.03% 243
2022
Q2 		$264K Buy
3,309
+238
+8% +$19.7K 0.03% 244
2022
Q1 		$261K Buy
+3,071
New +$247K 0.02% 269
2021
Q1 		– Sell
-3,275
Closed -$246K – 239
2020
Q4 		$246K Buy
3,275
+1
+0% +$79 0.02% 191
2020
Q3 		$258K Sell
3,274
-40
-1% -$3.14K 0.03% 180
2020
Q2 		$269K Sell
3,314
-79
-2% -$6.34K 0.03% 168
2020
Q1 		$245K Sell
3,393
-6,073
-64% -$496K 0.03% 161
2019
Q4 		$784K Buy
+9,466
New +$773K 0.08% 118

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

NorthRock Partners's D Position: Q1 2026 in Review

NorthRock Partners increased its Dominion Energy (D) stake by 20% in Q1 2026, buying an estimated $66.4K and bringing the position to 6,582 shares worth $407K. The position accounts for 0.01% of the portfolio, ranked #450.

NorthRock Partners first reported a position in D in Q4 2019 and has held it in 21 quarters since. The position peaked at $993K in Q3 2025. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • NorthRock Partners held 6,582 shares of Dominion Energy worth $407K as of Q1 2026.
  • NorthRock Partners bought 1,075 Dominion Energy shares in Q1 2026, an estimated $66.4K.
  • Dominion Energy made up 0.01% of NorthRock Partners's portfolio in Q1 2026, its #450 holding.
  • NorthRock Partners first reported a position in Dominion Energy in Q4 2019 and has held it in 21 quarters since.
  • NorthRock Partners's Dominion Energy position peaked at $993K in Q3 2025.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.