Rossby Financial’s Dominion Energy D Stock Holding History

Rossby Financial’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 Q1	$1.35M	Sell	21,722 -223	-1%	-$13.8K	0.28%	74
2025 Q4	$1.29M	Buy	21,945 +3,088	+16%	+$186K	0.4%	42
2025 Q3	$1.15M	Hold	18,857	–	–	0.37%	49
2025 Q2	$1.07M	Buy	18,857 +370	+2%	+$20.3K	0.39%	46
2025 Q1	$979K	Sell	18,487 -810	-4%	-$44.6K	0.41%	48
2024 Q4	$1.04M	Buy	+19,297	New	+$1.1M	0.64%	32

Other funds holding D

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rossby Financial's D Position: Q1 2026 in Review

Rossby Financial reduced its Dominion Energy (D) stake by 1% in Q1 2026, selling an estimated $13.8K and leaving 21,722 shares worth $1.35M. The position accounts for 0.28% of the portfolio, ranked #74.

Rossby Financial first reported a position in D in Q4 2024 and has held it in 6 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

Rossby Financial held 21,722 shares of Dominion Energy worth $1.35M as of Q1 2026.
Rossby Financial sold 223 Dominion Energy shares in Q1 2026, an estimated $13.8K.
Dominion Energy made up 0.28% of Rossby Financial's portfolio in Q1 2026, its #74 holding.
Rossby Financial first reported a position in Dominion Energy in Q4 2024 and has held it in 6 quarters since.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.