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Principal Securities’s Dominion Energy D Stock Holding History

Principal Securities’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 		$1.73M Sell
25,267
-1,286
-5% -$83.6K 0.02% 611
2026
Q1 		$1.64M Buy
26,553
+6,116
+30% +$378K 0.02% 569
2025
Q4 		$1.2M Buy
20,437
+1,156
+6% +$69.6K 0.02% 643
2025
Q3 		$1.18M Buy
19,281
+1,277
+7% +$75.9K 0.02% 622
2025
Q2 		$1.02M Buy
18,004
+2,205
+14% +$121K 0.02% 606
2025
Q1 		$851K Hold
15,799
– – 0.02% 600
2024
Q4 		$851K Buy
15,799
+590
+4% +$33.7K 0.02% 599
2024
Q3 		$879K Sell
15,209
-392
-3% -$21.4K 0.02% 566
2024
Q2 		$764K Buy
15,601
+1,941
+14% +$98.9K 0.02% 559
2024
Q1 		$672K Buy
13,660
+383
+3% +$17.9K 0.02% 561
2023
Q4 		$624K Buy
+13,277
New +$593K 0.02% 532

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

Principal Securities's D Position: Q2 2026 in Review

Principal Securities reduced its Dominion Energy (D) stake by 4.8% in Q2 2026, selling an estimated $83.6K and leaving 25,267 shares worth $1.73M. The position accounts for 0.02% of the portfolio, ranked #611.

Principal Securities first reported a position in D in Q4 2023 and has held it in 11 quarters since. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Principal Securities held 25,267 shares of Dominion Energy worth $1.73M as of Q2 2026.
  • Principal Securities sold 1,286 Dominion Energy shares in Q2 2026, an estimated $83.6K.
  • Dominion Energy made up 0.02% of Principal Securities's portfolio in Q2 2026, its #611 holding.
  • Principal Securities first reported a position in Dominion Energy in Q4 2023 and has held it in 11 quarters since.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.