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Patton Fund Management’s Dominion Energy D Stock Holding History

Patton Fund 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 		– Sell
-3,850
Closed -$238K – 186
2026
Q1 		$238K Hold
3,850
– – 0.04% 342
2025
Q4 		$226K Sell
3,850
-310
-7% -$18.7K 0.03% 292
2025
Q3 		$254K Hold
4,160
– – 0.05% 248
2025
Q2 		$235K Buy
+4,160
New +$228K 0.05% 277

Other funds holding D

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Patton Fund Management's D Position: Q2 2026 in Review

Patton Fund Management sold out of Dominion Energy (D) in Q2 2026, closing a stake of 3,850 shares — an estimated $238K sold.

Patton Fund Management first reported a position in D in Q2 2025 and held it in 4 quarters. The position peaked at $254K in Q3 2025. 607 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Patton Fund Management reported no remaining Dominion Energy position as of Q2 2026 after selling out during the quarter.
  • Patton Fund Management sold 3,850 Dominion Energy shares in Q2 2026, an estimated $238K.
  • Patton Fund Management first reported a position in Dominion Energy in Q2 2025 and held it in 4 quarters.
  • Patton Fund Management's Dominion Energy position peaked at $254K in Q3 2025.
  • 607 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.