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Sandbox Financial Partners’s Dominion Energy D Stock Holding History

Sandbox Financial Partners’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
Q1 		$216K Sell
3,489
-5
-0.1% -$309 0.06% 110
2025
Q4 		$205K Sell
3,494
-85
-2% -$5.12K 0.06% 118
2025
Q3 		$219K Sell
3,579
-67
-2% -$3.98K 0.06% 117
2025
Q2 		$206K Sell
3,646
-10
-0.3% -$548 0.07% 118
2025
Q1 		$205K Buy
+3,656
New +$201K 0.07% 104
2024
Q4 		– Sell
-3,501
Closed -$202K – 109
2024
Q3 		$202K Buy
+3,501
New +$191K 0.07% 105
2023
Q2 		– Sell
-4,220
Closed -$236K – 96
2023
Q1 		$236K Buy
4,220
+3
+0.1% +$176 0.14% 79
2022
Q4 		$259K Sell
4,217
-618
-13% -$38.8K 0.18% 64
2022
Q3 		$334K Sell
4,835
-29
-0.6% -$2.34K 0.24% 52
2022
Q2 		$388K Buy
4,864
+25
+0.5% +$2.06K 0.28% 52
2022
Q1 		$411K Sell
4,839
-177
-4% -$14.2K 0.23% 49
2021
Q4 		$394K Buy
5,016
+16
+0.3% +$1.2K 0.25% 49
2021
Q3 		$365K Buy
5,000
+22
+0.4% +$1.68K 0.26% 54
2021
Q2 		$366K Buy
4,978
+22
+0.4% +$1.7K 0.27% 49
2021
Q1 		$379K Buy
4,956
+351
+8% +$25.5K 0.31% 44
2020
Q4 		$346K Buy
+4,605
New +$366K 0.32% 44

Other funds holding D

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sandbox Financial Partners's D Position: Q1 2026 in Review

Sandbox Financial Partners reduced its Dominion Energy (D) stake by 0.14% in Q1 2026, selling an estimated $309 and leaving 3,489 shares worth $216K. The position accounts for 0.06% of the portfolio, ranked #110.

Sandbox Financial Partners first reported a position in D in Q4 2020 and has held it in 16 quarters since. The position peaked at $411K in Q1 2022. 1,486 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Sandbox Financial Partners held 3,489 shares of Dominion Energy worth $216K as of Q1 2026.
  • Sandbox Financial Partners sold 5 Dominion Energy shares in Q1 2026, an estimated $309.
  • Dominion Energy made up 0.06% of Sandbox Financial Partners's portfolio in Q1 2026, its #110 holding.
  • Sandbox Financial Partners first reported a position in Dominion Energy in Q4 2020 and has held it in 16 quarters since.
  • Sandbox Financial Partners's Dominion Energy position peaked at $411K in Q1 2022.
  • 1,486 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Sandbox Financial Partners's 13F filing for Q1 2026, filed 8 Apr 2026.