Pine Valley Investments’s Dominion Energy D Stock Holding History

Pine Valley 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 Q2	$393K	Buy	5,757 +157	+3%	+$10.2K	0.02%	441
2026 Q1	$346K	Hold	5,600	–	–	0.02%	437
2025 Q4	$328K	Hold	5,600	–	–	0.02%	428
2025 Q3	$343K	Hold	5,600	–	–	0.02%	420
2025 Q2	$317K	Sell	5,600 -60	-1%	-$3.29K	0.02%	419
2025 Q1	$317K	Sell	5,660 -1,667	-23%	-$91.7K	0.02%	408
2024 Q4	$395K	Buy	7,327 +1,930	+36%	+$110K	0.02%	374
2024 Q3	$312K	Buy	5,397 +361	+7%	+$19.7K	0.02%	412
2024 Q2	$247K	Sell	5,036 -375	-7%	-$19.1K	0.02%	421
2024 Q1	$266K	Sell	5,411 -1,023	-16%	-$47.8K	0.02%	416
2023 Q4	$302K	Sell	6,434 -1,394	-18%	-$62.2K	0.02%	381
2023 Q3	$350K	Buy	7,828 +2,200	+39%	+$109K	0.03%	340
2023 Q2	$291K	Buy	+5,628	New	+$306K	0.03%	323

Other funds holding D

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Pine Valley Investments's D Position: Q2 2026 in Review

Pine Valley Investments increased its Dominion Energy (D) stake by 2.8% in Q2 2026, buying an estimated $10.2K and bringing the position to 5,757 shares worth $393K. The position accounts for 0.02% of the portfolio, ranked #441.

Pine Valley Investments first reported a position in D in Q2 2023 and has held it in 13 quarters since. The position peaked at $395K in Q4 2024. 816 funds tracked by Wall St. Rank hold D as of Q2 2026.

Pine Valley Investments held 5,757 shares of Dominion Energy worth $393K as of Q2 2026.
Pine Valley Investments bought 157 Dominion Energy shares in Q2 2026, an estimated $10.2K.
Dominion Energy made up 0.02% of Pine Valley Investments's portfolio in Q2 2026, its #441 holding.
Pine Valley Investments first reported a position in Dominion Energy in Q2 2023 and has held it in 13 quarters since.
Pine Valley Investments's Dominion Energy position peaked at $395K in Q4 2024.
816 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.