Roxbury Financial
D icon

Roxbury Financial’s Dominion Energy D Stock Holding History

Roxbury 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
Q3 		$61 Hold
1
– – ﹤0.01% 422
2026
Q2 		$68 Hold
1
– – ﹤0.01% 407
2026
Q1 		$61 Hold
1
– – ﹤0.01% 389
2025
Q4 		$57 Hold
1
– – ﹤0.01% 368
2025
Q3 		$59 Sell
1
-335
-100% -$19.9K ﹤0.01% 364
2025
Q2 		$19K Buy
336
+4
+1% +$219 0.02% 248
2025
Q1 		$18.8K Buy
332
+3
+0.9% +$165 0.02% 248
2024
Q4 		$19.4K Buy
+329
New +$18.8K 0.02% 249

Other funds holding D

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

Roxbury Financial's D Position: Q3 2026 in Review

Roxbury Financial held its Dominion Energy (D) position steady in Q3 2026 at 1 share worth $61. The position accounts for ﹤0.01% of the portfolio, ranked #422.

Roxbury Financial first reported a position in D in Q4 2024 and has held it in 8 quarters since. The position peaked at $19.4K in Q4 2024. 842 funds tracked by Wall St. Rank hold D as of Q3 2026.

  • Roxbury Financial held 1 share of Dominion Energy worth $61 as of Q3 2026.
  • Roxbury Financial left its Dominion Energy share count unchanged in Q3 2026.
  • Dominion Energy made up ﹤0.01% of Roxbury Financial's portfolio in Q3 2026, its #422 holding.
  • Roxbury Financial first reported a position in Dominion Energy in Q4 2024 and has held it in 8 quarters since.
  • Roxbury Financial's Dominion Energy position peaked at $19.4K in Q4 2024.
  • 842 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.