Royal Fund Management’s Dominion Energy D Stock Holding History

Royal Fund Management’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	$3.07M	Sell	50,757 -791	-2%	-$53.1K	0.24%	119
2026 Q2	$3.52M	Sell	51,548 -4,793	-9%	-$312K	0.29%	108
2026 Q1	$3.48M	Buy	+56,341	New	+$3.48M	0.33%	104
2020 Q2	–	Sell	-96	Closed	-$6K	–	238
2020 Q1	$6K	Sell	96 -1,224	-93%	-$100K	﹤0.01%	408
2019 Q4	$109K	Sell	1,320 -37	-3%	-$3.02K	0.03%	187
2019 Q3	$109K	Sell	1,357 -803	-37%	-$62.1K	0.03%	182
2019 Q2	$167K	Sell	2,160 -62	-3%	-$4.72K	0.05%	145
2019 Q1	$170K	Sell	2,222 -24	-1%	-$1.75K	0.05%	129
2018 Q4	$160K	Sell	2,246 -1,564	-41%	-$114K	0.06%	117
2018 Q3	$267K	Sell	3,810 -77	-2%	-$5.45K	0.08%	104
2018 Q2	$265K	Hold	3,887	–	–	0.09%	98
2018 Q1	$262K	Sell	3,887 -115	-3%	-$8.49K	0.1%	99
2017 Q4	$324K	Sell	4,002 -209	-5%	-$16.9K	0.12%	85
2017 Q3	$323K	Sell	4,211 -14	-0.3%	-$1.09K	0.13%	71
2017 Q2	$323K	Sell	4,225 -1,662	-28%	-$131K	0.14%	69
2017 Q1	$456K	Sell	5,887 -84	-1%	-$6.35K	0.22%	48
2016 Q4	$457K	Buy	+5,971	New	+$440K	0.25%	42

Other funds holding D

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Royal Fund Management's D Position: Q3 2026 in Review

Royal Fund Management reduced its Dominion Energy (D) stake by 1.5% in Q3 2026, selling an estimated $53.1K and leaving 50,757 shares worth $3.07M. The position accounts for 0.24% of the portfolio, ranked #119.

Royal Fund Management first reported a position in D in Q4 2016 and has held it in 17 quarters since. The position peaked at $3.52M in Q2 2026. 991 funds tracked by Wall St. Rank hold D as of Q3 2026.

Royal Fund Management held 50,757 shares of Dominion Energy worth $3.07M as of Q3 2026.
Royal Fund Management sold 791 Dominion Energy shares in Q3 2026, an estimated $53.1K.
Dominion Energy made up 0.24% of Royal Fund Management's portfolio in Q3 2026, its #119 holding.
Royal Fund Management first reported a position in Dominion Energy in Q4 2016 and has held it in 17 quarters since.
Royal Fund Management's Dominion Energy position peaked at $3.52M in Q2 2026.
991 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Royal Fund Management's 13F filing for Q3 2026, filed 22 Oct 2026.