Palisade Asset Management’s Dominion Energy D Stock Holding History

Palisade Asset 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 Q2	$259K	Hold	3,792	–	–	0.02%	189
2026 Q1	$234K	Sell	3,792 -13	-0.3%	-$803	0.02%	184
2025 Q4	$223K	Sell	3,805 -22,353	-85%	-$1.35M	0.02%	187
2025 Q3	$1.6M	Buy	26,158 +13	+0%	+$773	0.15%	94
2025 Q2	$1.48M	Sell	26,145 -300	-1%	-$16.4K	0.15%	100
2025 Q1	$1.48M	Buy	26,445 +120	+0.5%	+$6.6K	0.15%	97
2024 Q4	$1.42M	Sell	26,325 -1,150	-4%	-$65.6K	0.14%	99
2024 Q3	$1.59M	Hold	27,475	–	–	0.16%	98
2024 Q2	$1.35M	Sell	27,475 -166	-0.6%	-$8.46K	0.14%	107
2024 Q1	$1.36M	Hold	27,641	–	–	0.13%	109
2023 Q4	$1.3M	Sell	27,641 -2,840	-9%	-$127K	0.14%	105
2023 Q3	$1.36M	Sell	30,481 -500	-2%	-$24.8K	0.17%	100
2023 Q2	$1.6M	Sell	30,981 -320	-1%	-$17.4K	0.19%	95
2023 Q1	$1.75M	Hold	31,301	–	–	0.21%	90
2022 Q4	$1.92M	Sell	31,301 -724	-2%	-$45.5K	0.22%	89
2022 Q3	$2.21M	Hold	32,025	–	–	0.3%	74
2022 Q2	$2.56M	Hold	32,025	–	–	0.33%	73
2022 Q1	$2.72M	Buy	32,025 +2,500	+8%	+$201K	0.31%	72
2021 Q4	$2.32M	Sell	29,525 -4,930	-14%	-$371K	0.26%	78
2021 Q3	$2.52M	Hold	34,455	–	–	0.31%	73
2021 Q2	$2.54M	Hold	34,455	–	–	0.3%	73
2021 Q1	$2.62M	Sell	34,455 -24,200	-41%	-$1.76M	0.34%	70
2020 Q4	$4.41M	Sell	58,655 -350	-0.6%	-$27.8K	0.6%	55
2020 Q3	$4.66M	Hold	59,005	–	–	0.7%	51
2020 Q2	$4.79M	Buy	59,005 +85	+0.1%	+$6.82K	0.76%	49
2020 Q1	$4.25M	Buy	58,920 +90	+0.2%	+$7.35K	0.78%	47
2019 Q4	$4.87M	Buy	58,830 +2,158	+4%	+$176K	0.71%	49
2019 Q3	$4.59M	Buy	56,672 +1,012	+2%	+$78.3K	0.7%	48
2019 Q2	$4.3M	Hold	55,660	–	–	0.67%	50
2019 Q1	$4.27M	Hold	55,660	–	–	0.68%	49
2018 Q4	$3.98M	Buy	55,660 +4,386	+9%	+$320K	0.58%	48
2018 Q3	$3.6M	Buy	51,274 +74	+0.1%	+$5.24K	0.48%	52
2018 Q2	$3.49M	Buy	51,200 +6,600	+15%	+$430K	0.5%	50
2018 Q1	$3.01M	Buy	44,600 +13,000	+41%	+$960K	0.45%	55
2017 Q4	$2.56M	Hold	31,600	–	–	0.41%	59
2017 Q3	$2.43M	Buy	31,600 +1,200	+4%	+$93.3K	0.44%	57
2017 Q2	$2.33M	Buy	30,400 +9,000	+42%	+$707K	0.46%	56
2017 Q1	$1.66M	Hold	21,400	–	–	0.3%	64
2016 Q4	$1.64M	Hold	21,400	–	–	0.31%	62
2016 Q3	$1.59M	Hold	21,400	–	–	0.3%	67
2016 Q2	$1.67M	Hold	21,400	–	–	0.32%	66
2016 Q1	$1.61M	Hold	21,400	–	–	0.31%	65
2015 Q4	$1.45M	Hold	21,400	–	–	0.31%	65
2015 Q3	$1.51M	Hold	21,400	–	–	0.34%	69
2015 Q2	$1.43M	Hold	21,400	–	–	0.28%	72
2015 Q1	$1.52M	Hold	21,400	–	–	0.3%	72
2014 Q4	$1.65M	Hold	21,400	–	–	0.32%	61
2014 Q3	$1.48M	Hold	21,400	–	–	0.3%	67
2014 Q2	$1.53M	Hold	21,400	–	–	0.32%	65
2014 Q1	$1.52M	Sell	21,400 -570	-3%	-$38.9K	0.33%	61
2013 Q4	$1.42M	Hold	21,970	–	–	0.32%	66
2013 Q3	$1.37M	Buy	21,970 +300	+1%	+$17.8K	0.35%	63
2013 Q2	$1.23M	Buy	+21,670	New	+$1.27M	0.31%	67

Other funds holding D

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Palisade Asset Management's D Position: Q2 2026 in Review

Palisade Asset Management held its Dominion Energy (D) position steady in Q2 2026 at 3,792 shares worth $259K. The position accounts for 0.02% of the portfolio, ranked #189.

Palisade Asset Management first reported a position in D in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.87M in Q4 2019. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

Palisade Asset Management held 3,792 shares of Dominion Energy worth $259K as of Q2 2026.
Palisade Asset Management left its Dominion Energy share count unchanged in Q2 2026.
Dominion Energy made up 0.02% of Palisade Asset Management's portfolio in Q2 2026, its #189 holding.
Palisade Asset Management first reported a position in Dominion Energy in Q2 2013 and has held it in 53 quarters since.
Palisade Asset Management's Dominion Energy position peaked at $4.87M in Q4 2019.
1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Palisade Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.