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&Partners’s Dominion Energy D Stock Holding History

&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
Q2 		$9.4M Buy
137,692
+4,506
+3% +$293K 0.04% 398
2026
Q1 		$8.22M Buy
133,186
+15,139
+13% +$935K 0.04% 384
2025
Q4 		$6.9M Buy
118,047
+353
+0.3% +$21.3K 0.04% 395
2025
Q3 		$7.2M Buy
117,694
+50,950
+76% +$3.03M 0.05% 337
2025
Q2 		$3.77M Buy
66,744
+5,003
+8% +$274K 0.03% 451
2025
Q1 		$3.38M Sell
61,741
-205
-0.3% -$11.3K 0.04% 392
2024
Q4 		$3.39M Buy
61,946
+11,988
+24% +$684K 0.04% 356
2024
Q3 		$2.89M Buy
49,958
+24,654
+97% +$1.35M 0.06% 293
2024
Q2 		$1.24M Buy
+25,304
New +$1.29M 0.05% 296

Other funds holding D

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

&Partners's D Position: Q2 2026 in Review

&Partners increased its Dominion Energy (D) stake by 3.4% in Q2 2026, buying an estimated $293K and bringing the position to 137,692 shares worth $9.4M. The position accounts for 0.04% of the portfolio, ranked #398.

&Partners first reported a position in D in Q2 2024 and has held it in 9 quarters since. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • &Partners held 137,692 shares of Dominion Energy worth $9.4M as of Q2 2026.
  • &Partners bought 4,506 Dominion Energy shares in Q2 2026, an estimated $293K.
  • Dominion Energy made up 0.04% of &Partners's portfolio in Q2 2026, its #398 holding.
  • &Partners first reported a position in Dominion Energy in Q2 2024 and has held it in 9 quarters since.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.