RIL
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Rothschild Investment LLC’s Dominion Energy D Stock Holding History

Rothschild Investment LLC’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 		$3.53M Sell
51,734
-296
-0.6% -$19.2K 0.13% 149
2026
Q1 		$3.22M Buy
52,030
+586
+1% +$36.2K 0.17% 120
2025
Q4 		$3.01M Sell
51,444
-111
-0.2% -$6.69K 0.17% 118
2025
Q3 		$3.15M Buy
51,555
+4,482
+10% +$266K 0.18% 118
2025
Q2 		$2.66M Buy
47,073
+17,864
+61% +$979K 0.17% 127
2025
Q1 		$1.64M Buy
29,209
+1,025
+4% +$56.4K 0.11% 169
2024
Q4 		$1.52M Sell
28,184
-976
-3% -$55.7K 0.1% 175
2024
Q3 		$1.69M Sell
29,160
-467
-2% -$25.5K 0.11% 159
2024
Q2 		$1.45M Buy
29,627
+8,215
+38% +$419K 0.1% 171
2024
Q1 		$1.05M Buy
21,412
+1,707
+9% +$79.7K 0.08% 223
2023
Q4 		$926K Sell
19,705
-4,465
-18% -$199K 0.08% 202
2023
Q3 		$1.08M Sell
24,170
-10
-0% -$496 0.09% 197
2023
Q2 		$1.25M Buy
24,180
+280
+1% +$15.2K 0.1% 188
2023
Q1 		$1.34M Buy
23,900
+10
+0% +$585 0.12% 175
2022
Q4 		$1.47M Buy
23,890
+5
+0% +$314 0.13% 158
2022
Q3 		$1.65M Hold
23,885
– – 0.16% 138
2022
Q2 		$1.91M Hold
23,885
– – 0.18% 127
2022
Q1 		$2.03M Buy
23,885
+127
+0.5% +$10.2K 0.16% 133
2021
Q4 		$1.87M Buy
23,758
+287
+1% +$21.6K 0.14% 144
2021
Q3 		$1.71M Buy
23,471
+92
+0.4% +$7.01K 0.14% 150
2021
Q2 		$1.72M Buy
23,379
+694
+3% +$53.6K 0.14% 154
2021
Q1 		$1.72M Buy
22,685
+1,535
+7% +$111K 0.15% 144
2020
Q4 		$1.59M Hold
21,150
– – 0.15% 138
2020
Q3 		$1.67M Buy
21,150
+1,125
+6% +$88.4K 0.18% 121
2020
Q2 		$1.63M Hold
20,025
– – 0.2% 117
2020
Q1 		$1.45M Buy
20,025
+300
+2% +$24.5K 0.19% 124
2019
Q4 		$1.63M Buy
19,725
+1,975
+11% +$161K 0.16% 143
2019
Q3 		$1.44M Buy
17,750
+2,250
+15% +$174K 0.17% 133
2019
Q2 		$1.2M Sell
15,500
-21,100
-58% -$1.61M 0.14% 149
2019
Q1 		$2.81M Sell
36,600
-3,800
-9% -$278K 0.33% 84
2018
Q4 		$2.89M Sell
40,400
-28,700
-42% -$2.1M 0.39% 75
2018
Q3 		$4.86M Sell
69,100
-7,100
-9% -$503K 0.57% 52
2018
Q2 		$5.2M Buy
+76,200
New +$4.96M 0.65% 45
2014
Q4 		– Sell
-3,476
Closed -$240K – 505
2014
Q3 		$240K Hold
3,476
– – 0.03% 416
2014
Q2 		$249K Buy
3,476
+105
+3% +$7.37K 0.03% 361
2014
Q1 		$239K Hold
3,371
– – 0.03% 360
2013
Q4 		$218K Hold
3,371
– – 0.03% 373
2013
Q3 		$211K Buy
+3,371
New +$200K 0.03% 355

Other funds holding D

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Rothschild Investment LLC's D Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Dominion Energy (D) stake by 0.57% in Q2 2026, selling an estimated $19.2K and leaving 51,734 shares worth $3.53M. The position accounts for 0.13% of the portfolio, ranked #149.

Rothschild Investment LLC first reported a position in D in Q3 2013 and has held it in 38 quarters since. The position peaked at $5.2M in Q2 2018. 839 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Rothschild Investment LLC held 51,734 shares of Dominion Energy worth $3.53M as of Q2 2026.
  • Rothschild Investment LLC sold 296 Dominion Energy shares in Q2 2026, an estimated $19.2K.
  • Dominion Energy made up 0.13% of Rothschild Investment LLC's portfolio in Q2 2026, its #149 holding.
  • Rothschild Investment LLC first reported a position in Dominion Energy in Q3 2013 and has held it in 38 quarters since.
  • Rothschild Investment LLC's Dominion Energy position peaked at $5.2M in Q2 2018.
  • 839 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.