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Renaissance Group’s Dominion Energy D Stock Holding History

Renaissance 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
Q2 		– Sell
-8,774
Closed -$492K – 239
2025
Q1 		$492K Sell
8,774
-533
-6% -$29.3K 0.02% 191
2024
Q4 		$501K Sell
9,307
-91
-1% -$5.19K 0.02% 195
2024
Q3 		$543K Sell
9,398
-393
-4% -$21.5K 0.02% 189
2024
Q2 		$480K Buy
9,791
+80
+0.8% +$4.08K 0.02% 228
2024
Q1 		$478K Sell
9,711
-114
-1% -$5.33K 0.02% 223
2023
Q4 		$462K Buy
9,825
+16
+0.2% +$714 0.02% 223
2023
Q3 		$438K Sell
9,809
-34
-0.3% -$1.69K 0.02% 225
2023
Q2 		$510K Sell
9,843
-845
-8% -$45.9K 0.02% 223
2023
Q1 		$598K Sell
10,688
-64
-0.6% -$3.75K 0.03% 224
2022
Q4 		$660K Buy
10,752
+12
+0.1% +$754 0.03% 219
2022
Q3 		$742K Sell
10,740
-430
-4% -$34.7K 0.04% 213
2022
Q2 		$891K Buy
+11,170
New +$922K 0.05% 204

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State Street
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return