Sagefield Capital’s Dominion Energy D Stock Holding History

Sagefield Capital’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
2025 Q2	–	Sell	-133,049	Closed	-$7.46M	–	104
2025 Q1	$7.46M	Sell	133,049 -61,649	-32%	-$3.39M	0.9%	32
2024 Q4	$10.5M	Buy	194,698 +111,165	+133%	+$6.34M	1.14%	22
2024 Q3	$4.83M	Buy	83,533 +5,209	+7%	+$285K	0.52%	48
2024 Q2	$3.84M	Buy	78,324 +16,392	+26%	+$835K	0.4%	52
2024 Q1	$3.05M	Buy	61,932 +25,592	+70%	+$1.2M	0.37%	46
2023 Q4	$1.71M	Buy	+36,340	New	+$1.62M	0.22%	65
2022 Q4	–	Sell	-12,778	Closed	-$884K	–	98
2022 Q3	$884K	Buy	12,778 +6,727	+111%	+$543K	0.28%	71
2022 Q2	$483K	Buy	6,051 +1,191	+25%	+$98.4K	0.22%	70
2022 Q1	$413K	Hold	4,860	–	–	0.18%	74
2021 Q4	$382K	Buy	+4,860	New	+$366K	0.18%	71

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sagefield Capital's D Position: Q2 2025 in Review

Sagefield Capital sold out of Dominion Energy (D) in Q2 2025, closing a stake of 133,049 shares — an estimated $7.46M sold.

Sagefield Capital first reported a position in D in Q4 2021 and held it in 10 quarters. The position peaked at $10.5M in Q4 2024. 1,350 funds tracked by Wall St. Rank hold D as of Q2 2025.

Sagefield Capital reported no remaining Dominion Energy position as of Q2 2025 after selling out during the quarter.
Sagefield Capital sold 133,049 Dominion Energy shares in Q2 2025, an estimated $7.46M.
Sagefield Capital first reported a position in Dominion Energy in Q4 2021 and held it in 10 quarters.
Sagefield Capital's Dominion Energy position peaked at $10.5M in Q4 2024.
1,350 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2025.

Based on Sagefield Capital's 13F filing for Q2 2025, filed 14 Aug 2025.