Rathbones Group’s Dominion Energy D Stock Holding History

Rathbones Group’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 Q4	–	Sell	-9,620	Closed	-$588K	–	640
2025 Q3	$588K	Buy	+9,620	New	+$572K	﹤0.01%	424
2016 Q4	–	Sell	-3,180	Closed	-$236K	–	312
2016 Q3	$236K	Buy	3,180 +60	+2%	+$4.57K	0.01%	269
2016 Q2	$243K	Hold	3,120	–	–	0.01%	253
2016 Q1	$234K	Hold	3,120	–	–	0.01%	254
2015 Q4	$217K	Hold	3,120	–	–	0.01%	261
2015 Q3	$220K	Hold	3,120	–	–	0.01%	265
2015 Q2	$209K	Hold	3,120	–	–	0.01%	288
2015 Q1	$221K	Hold	3,120	–	–	0.01%	282
2014 Q4	$240K	Hold	3,120	–	–	0.02%	268
2014 Q3	$216K	Hold	3,120	–	–	0.02%	272
2014 Q2	$223K	Hold	3,120	–	–	0.02%	260
2014 Q1	$221K	Buy	+3,120	New	+$213K	0.02%	250

Other funds holding D

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Rathbones Group's D Position: Q4 2025 in Review

Rathbones Group sold out of Dominion Energy (D) in Q4 2025, closing a stake of 9,620 shares — an estimated $588K sold.

Rathbones Group first reported a position in D in Q1 2014 and held it in 12 quarters. The position peaked at $588K in Q3 2025. 1,451 funds tracked by Wall St. Rank hold D as of Q4 2025.

Rathbones Group reported no remaining Dominion Energy position as of Q4 2025 after selling out during the quarter.
Rathbones Group sold 9,620 Dominion Energy shares in Q4 2025, an estimated $588K.
Rathbones Group first reported a position in Dominion Energy in Q1 2014 and held it in 12 quarters.
Rathbones Group's Dominion Energy position peaked at $588K in Q3 2025.
1,451 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2025.

Based on Rathbones Group's 13F filing for Q4 2025, filed 21 Jan 2026.