Optas LLC’s Dominion Energy D Stock Holding History

Optas LLC’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	$213K	Sell	3,113 -3,069	-50%	-$200K	0.03%	435
2026 Q1	$382K	Buy	+6,182	New	+$382K	0.06%	228
2025 Q4	–	Sell	-6,048	Closed	-$370K	–	467
2025 Q3	$370K	Buy	6,048 +140	+2%	+$8.32K	0.06%	207
2025 Q2	$334K	Buy	+5,908	New	+$324K	0.06%	204
2021 Q1	–	Sell	-3,002	Closed	-$226K	–	143
2020 Q4	$226K	Sell	3,002 -4,072	-58%	-$324K	0.07%	124
2020 Q3	$558K	Buy	7,074 +3,537	+100%	+$278K	0.17%	86
2020 Q2	$287K	Buy	+3,537	New	+$284K	0.12%	94

Other funds holding D

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Optas LLC's D Position: Q2 2026 in Review

Optas LLC reduced its Dominion Energy (D) stake by 50% in Q2 2026, selling an estimated $200K and leaving 3,113 shares worth $213K. The position accounts for 0.03% of the portfolio, ranked #435.

Optas LLC first reported a position in D in Q2 2020 and has held it in 7 quarters since. The position peaked at $558K in Q3 2020. 399 funds tracked by Wall St. Rank hold D as of Q2 2026.

Optas LLC held 3,113 shares of Dominion Energy worth $213K as of Q2 2026.
Optas LLC sold 3,069 Dominion Energy shares in Q2 2026, an estimated $200K.
Dominion Energy made up 0.03% of Optas LLC's portfolio in Q2 2026, its #435 holding.
Optas LLC first reported a position in Dominion Energy in Q2 2020 and has held it in 7 quarters since.
Optas LLC's Dominion Energy position peaked at $558K in Q3 2020.
399 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.