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Salomon & Ludwin’s Dominion Energy D Stock Holding History

Salomon & Ludwin’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
2020
Q4 		– Sell
-10,000
Closed -$789K – 72
2020
Q3 		$789K Hold
10,000
– – 0.16% 43
2020
Q2 		$812K Buy
+10,000
New +$802K 0.17% 43

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

Salomon & Ludwin's D Position: Q2 2026 in Review

Salomon & Ludwin reduced its Dominion Energy (D) stake by 0.02% in Q2 2026, selling an estimated $780 and leaving 67,733 shares worth $4.59M. The position accounts for 0.38% of the portfolio, ranked #50.

Salomon & Ludwin first reported a position in D in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.11M in Q4 2022. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Salomon & Ludwin held 67,733 shares of Dominion Energy worth $4.59M as of Q2 2026.
  • Salomon & Ludwin sold 12 Dominion Energy shares in Q2 2026, an estimated $780.
  • Dominion Energy made up 0.38% of Salomon & Ludwin's portfolio in Q2 2026, its #50 holding.
  • Salomon & Ludwin first reported a position in Dominion Energy in Q4 2018 and has held it in 31 quarters since.
  • Salomon & Ludwin's Dominion Energy position peaked at $5.11M in Q4 2022.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.