Probity Advisors’s Dominion Energy D Stock Holding History

Probity Advisors’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	$233K	Hold	3,412	–	–	0.03%	220
2026 Q1	$211K	Buy	+3,412	New	+$211K	0.03%	224
2025 Q4	–	Sell	-3,412	Closed	-$209K	–	236
2025 Q3	$209K	Sell	3,412 -362	-10%	-$21.5K	0.03%	230
2025 Q2	$213K	Hold	3,774	–	–	0.04%	224
2025 Q1	$212K	Hold	3,774	–	–	0.04%	219
2024 Q4	$203K	Hold	3,774	–	–	0.04%	228
2024 Q3	$218K	Buy	+3,774	New	+$206K	0.04%	217
2022 Q4	$231K	Hold	3,774	–	–	0.05%	170
2022 Q3	$261K	Hold	3,774	–	–	0.06%	158
2022 Q2	$301K	Hold	3,774	–	–	0.07%	152
2022 Q1	$321K	Sell	3,774 -750	-17%	-$60.2K	0.07%	157
2021 Q4	$355K	Hold	4,524	–	–	0.07%	157
2021 Q3	$330K	Buy	4,524 +250	+6%	+$19.1K	0.07%	169
2021 Q2	$314K	Hold	4,274	–	–	0.07%	163
2021 Q1	$325K	Buy	+4,274	New	+$310K	0.07%	155
2020 Q3	$298K	Hold	3,774	–	–	0.08%	147
2020 Q2	$306K	Hold	3,774	–	–	0.09%	145
2020 Q1	$272K	Sell	3,774 -245	-6%	-$20K	0.1%	138
2019 Q4	$333K	Hold	4,019	–	–	0.1%	144
2019 Q3	$326K	Hold	4,019	–	–	0.11%	140
2019 Q2	$311K	Hold	4,019	–	–	0.1%	143
2019 Q1	$308K	Sell	4,019 -200	-5%	-$14.6K	0.11%	140
2018 Q4	$301K	Hold	4,219	–	–	0.11%	137
2018 Q3	$297K	Hold	4,219	–	–	0.1%	139
2018 Q2	$288K	Hold	4,219	–	–	0.1%	136
2018 Q1	$284K	Hold	4,219	–	–	0.1%	133
2017 Q4	$342K	Hold	4,219	–	–	0.12%	119
2017 Q3	$325K	Hold	4,219	–	–	0.12%	106
2017 Q2	$323K	Hold	4,219	–	–	0.12%	108
2017 Q1	$327K	Hold	4,219	–	–	0.13%	107
2016 Q4	$323K	Hold	4,219	–	–	0.14%	108
2016 Q3	$313K	Sell	4,219 -12	-0.3%	-$914	0.14%	110
2016 Q2	$330K	Buy	+4,231	New	+$307K	0.15%	107

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Probity Advisors's D Position: Q2 2026 in Review

Probity Advisors held its Dominion Energy (D) position steady in Q2 2026 at 3,412 shares worth $233K. The position accounts for 0.03% of the portfolio, ranked #220.

Probity Advisors first reported a position in D in Q2 2016 and has held it in 33 quarters since. The position peaked at $355K in Q4 2021. 763 funds tracked by Wall St. Rank hold D as of Q2 2026.

Probity Advisors held 3,412 shares of Dominion Energy worth $233K as of Q2 2026.
Probity Advisors left its Dominion Energy share count unchanged in Q2 2026.
Dominion Energy made up 0.03% of Probity Advisors's portfolio in Q2 2026, its #220 holding.
Probity Advisors first reported a position in Dominion Energy in Q2 2016 and has held it in 33 quarters since.
Probity Advisors's Dominion Energy position peaked at $355K in Q4 2021.
763 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Probity Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.