NEI
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Northwest & Ethical Investments’s Dominion Energy D Stock Holding History

Northwest & Ethical Investments’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 		$4.88M Buy
78,939
+1,092
+1% +$67.5K 0.11% 168
2025
Q4 		$4.56M Sell
77,847
-61,830
-44% -$3.72M 0.1% 184
2025
Q3 		$8.54M Buy
139,677
+16,063
+13% +$955K 0.2% 129
2025
Q2 		$6.99M Buy
123,614
+3,091
+3% +$169K 0.17% 152
2025
Q1 		$6.76M Sell
120,523
-74,741
-38% -$4.11M 0.18% 150
2024
Q4 		$10.5M Sell
195,264
-56,181
-22% -$3.2M 0.29% 115
2024
Q3 		$14.5M Buy
251,445
+4,950
+2% +$270K 0.38% 87
2024
Q2 		$12.1M Hold
246,495
– – 0.35% 93
2024
Q1 		$12.1M Buy
246,495
+44,935
+22% +$2.1M 0.35% 93
2023
Q4 		$9.47M Buy
201,560
+35,409
+21% +$1.58M 0.29% 114
2023
Q3 		$7.42M Buy
166,151
+25,695
+18% +$1.28M 0.25% 126
2023
Q2 		$7.27M Buy
140,456
+38,129
+37% +$2.07M 0.23% 133
2023
Q1 		$5.72M Buy
+102,327
New +$5.99M 0.19% 152
2021
Q3 		– Sell
-11,350
Closed -$835K – 405
2021
Q2 		$835K Buy
11,350
+1,020
+10% +$78.7K 0.03% 322
2021
Q1 		$785K Buy
+10,330
New +$750K 0.03% 338
2020
Q4 		– Sell
-28,800
Closed -$2.27M – 409
2020
Q3 		$2.27M Sell
28,800
-39,551
-58% -$3.11M 0.1% 224
2020
Q2 		$5.55M Buy
68,351
+7,835
+13% +$628K 0.26% 121
2020
Q1 		$4.37M Buy
60,516
+11,361
+23% +$928K 0.25% 118
2019
Q4 		$4.07M Sell
49,155
-660
-1% -$53.9K 0.18% 155
2019
Q3 		$4.04M Buy
49,815
+9,535
+24% +$737K 0.2% 146
2019
Q2 		$3.11M Buy
40,280
+17,101
+74% +$1.3M 0.16% 186
2019
Q1 		$1.78M Buy
+23,179
New +$1.69M 0.09% 272

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

Northwest & Ethical Investments's D Position: Q1 2026 in Review

Northwest & Ethical Investments increased its Dominion Energy (D) stake by 1.4% in Q1 2026, buying an estimated $67.5K and bringing the position to 78,939 shares worth $4.88M. The position accounts for 0.11% of the portfolio, ranked #168.

Northwest & Ethical Investments first reported a position in D in Q1 2019 and has held it in 22 quarters since. The position peaked at $14.5M in Q3 2024. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Northwest & Ethical Investments held 78,939 shares of Dominion Energy worth $4.88M as of Q1 2026.
  • Northwest & Ethical Investments bought 1,092 Dominion Energy shares in Q1 2026, an estimated $67.5K.
  • Dominion Energy made up 0.11% of Northwest & Ethical Investments's portfolio in Q1 2026, its #168 holding.
  • Northwest & Ethical Investments first reported a position in Dominion Energy in Q1 2019 and has held it in 22 quarters since.
  • Northwest & Ethical Investments's Dominion Energy position peaked at $14.5M in Q3 2024.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Northwest & Ethical Investments's 13F filing for Q1 2026, filed 14 May 2026.