Poplar Forest Capital’s Dominion Energy D Stock Holding History

Poplar Forest Capital’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
2025 Q1	$24.9M	Sell	443,320 -2,918	-0.7%	-$160K	4.42%	7
2024 Q4	$24M	Sell	446,238 -156,249	-26%	-$8.91M	4.42%	5
2024 Q3	$34.8M	Sell	602,487 -331	-0.1%	-$18.1K	4.74%	6
2024 Q2	$29.5M	Buy	602,818 +6,627	+1%	+$338K	4.12%	7
2024 Q1	$29.3M	Buy	596,191 +404,236	+211%	+$18.9M	3.94%	9
2023 Q4	$9.02M	Sell	191,955 -66,473	-26%	-$2.97M	1.31%	28
2023 Q3	$11.5M	Buy	+258,428	New	+$12.8M	1.34%	28

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Poplar Forest Capital's D Position: Q1 2025 in Review

Poplar Forest Capital reduced its Dominion Energy (D) stake by 0.65% in Q1 2025, selling an estimated $160K and leaving 443,320 shares worth $24.9M. The position accounts for 4.42% of the portfolio, ranked #7.

Poplar Forest Capital first reported a position in D in Q3 2023 and has held it in 7 quarters since. The position peaked at $34.8M in Q3 2024. 1,403 funds tracked by Wall St. Rank hold D as of Q1 2025.

Poplar Forest Capital held 443,320 shares of Dominion Energy worth $24.9M as of Q1 2025.
Poplar Forest Capital sold 2,918 Dominion Energy shares in Q1 2025, an estimated $160K.
Dominion Energy made up 4.42% of Poplar Forest Capital's portfolio in Q1 2025, its #7 holding.
Poplar Forest Capital first reported a position in Dominion Energy in Q3 2023 and has held it in 7 quarters since.
Poplar Forest Capital's Dominion Energy position peaked at $34.8M in Q3 2024.
1,403 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2025.

Based on Poplar Forest Capital's 13F filing for Q1 2025, filed 6 May 2025.