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Romano Brothers & Co’s Dominion Energy D Stock Holding History

Romano Brothers & Co’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 		$737K Sell
10,794
-338
-3% -$22K 0.07% 198
2026
Q1 		$688K Buy
11,132
+5,000
+82% +$309K 0.08% 197
2025
Q4 		$359K Hold
6,132
– – 0.04% 263
2025
Q3 		$372K Buy
+6,132
New +$365K 0.04% 255
2025
Q2 		– Sell
-5,432
Closed -$305K – 310
2025
Q1 		$305K Sell
5,432
-1,500
-22% -$82.5K 0.04% 265
2024
Q4 		$373K Hold
6,932
– – 0.05% 238
2024
Q3 		$401K Buy
+6,932
New +$379K 0.05% 233
2024
Q2 		– Sell
-7,232
Closed -$356K – 304
2024
Q1 		$356K Buy
7,232
+1,200
+20% +$56.1K 0.05% 241
2023
Q4 		$284K Sell
6,032
-18
-0.3% -$803 0.04% 258
2023
Q3 		$270K Sell
6,050
-1,225
-17% -$60.8K 0.04% 265
2023
Q2 		$377K Buy
7,275
+1,200
+20% +$65.2K 0.06% 242
2023
Q1 		$323K Hold
6,075
– – 0.05% 250
2022
Q4 		$373K Sell
6,075
-1,875
-24% -$118K 0.06% 232
2022
Q3 		$538K Buy
+7,950
New +$642K 0.09% 190

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

Romano Brothers & Co's D Position: Q2 2026 in Review

Romano Brothers & Co reduced its Dominion Energy (D) stake by 3% in Q2 2026, selling an estimated $22K and leaving 10,794 shares worth $737K. The position accounts for 0.07% of the portfolio, ranked #198.

Romano Brothers & Co first reported a position in D in Q3 2022 and has held it in 14 quarters since. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Romano Brothers & Co held 10,794 shares of Dominion Energy worth $737K as of Q2 2026.
  • Romano Brothers & Co sold 338 Dominion Energy shares in Q2 2026, an estimated $22K.
  • Dominion Energy made up 0.07% of Romano Brothers & Co's portfolio in Q2 2026, its #198 holding.
  • Romano Brothers & Co first reported a position in Dominion Energy in Q3 2022 and has held it in 14 quarters since.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.