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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
Q2 		$1.15M Sell
16,892
-4,830
-22% -$314K 0.21% 93
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

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

Rossby Financial's D Position: Q2 2026 in Review

Rossby Financial reduced its Dominion Energy (D) stake by 22% in Q2 2026, selling an estimated $314K and leaving 16,892 shares worth $1.15M. The position accounts for 0.21% of the portfolio, ranked #93.

Rossby Financial first reported a position in D in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.35M in Q1 2026. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Rossby Financial held 16,892 shares of Dominion Energy worth $1.15M as of Q2 2026.
  • Rossby Financial sold 4,830 Dominion Energy shares in Q2 2026, an estimated $314K.
  • Dominion Energy made up 0.21% of Rossby Financial's portfolio in Q2 2026, its #93 holding.
  • Rossby Financial first reported a position in Dominion Energy in Q4 2024 and has held it in 7 quarters since.
  • Rossby Financial's Dominion Energy position peaked at $1.35M in Q1 2026.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.