SCM
D icon

Schnieders Capital Management’s Dominion Energy D Stock Holding History

Schnieders Capital 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
Q1 		$8.79M Buy
142,127
+429
+0.3% +$26.5K 1.4% 18
2025
Q4 		$8.3M Buy
141,698
+8,900
+7% +$536K 1.29% 19
2025
Q3 		$8.12M Buy
132,798
+8,225
+7% +$489K 1.45% 16
2025
Q2 		$7.04M Buy
124,573
+10,775
+9% +$590K 1.24% 21
2025
Q1 		$6.38M Buy
113,798
+31,945
+39% +$1.76M 1.36% 20
2024
Q4 		$4.41M Buy
81,853
+23,675
+41% +$1.35M 0.87% 30
2024
Q3 		$3.36M Buy
58,178
+7,935
+16% +$434K 0.64% 38
2024
Q2 		$2.46M Buy
50,243
+30,435
+154% +$1.55M 0.5% 40
2024
Q1 		$974K Sell
19,808
-5,375
-21% -$251K 0.2% 80
2023
Q4 		$1.18M Sell
25,183
-600
-2% -$26.8K 0.26% 73
2023
Q3 		$1.15M Sell
25,783
-13,527
-34% -$672K 0.26% 71
2023
Q2 		$2.04M Buy
39,310
+23,690
+152% +$1.29M 0.43% 53
2023
Q1 		$873K Buy
15,620
+6,002
+62% +$351K 0.2% 86
2022
Q4 		$590K Sell
9,618
-7,200
-43% -$452K 0.14% 106
2022
Q3 		$1.16M Buy
16,818
+7,540
+81% +$609K 0.31% 71
2022
Q2 		$741K Sell
9,278
-21,853
-70% -$1.8M 0.22% 86
2022
Q1 		$2.65M Sell
31,131
-2,060
-6% -$165K 0.63% 44
2021
Q4 		$2.61M Buy
33,191
+2,450
+8% +$184K 0.61% 44
2021
Q3 		$2.25M Buy
30,741
+793
+3% +$60.5K 0.6% 44
2021
Q2 		$2.2M Buy
29,948
+335
+1% +$25.9K 0.6% 42
2021
Q1 		$2.25M Sell
29,613
-1,158
-4% -$84.1K 0.67% 40
2020
Q4 		$2.31M Buy
30,771
+675
+2% +$53.6K 0.76% 38
2020
Q3 		$2.38M Sell
30,096
-13,244
-31% -$1.04M 0.89% 30
2020
Q2 		$3.52M Buy
43,340
+5,000
+13% +$401K 1.4% 24
2020
Q1 		$2.77M Buy
38,340
+2,675
+8% +$218K 1.33% 26
2019
Q4 		$2.95M Buy
35,665
+1,025
+3% +$83.8K 1.07% 28
2019
Q3 		$2.81M Buy
34,640
+9,515
+38% +$736K 1.13% 28
2019
Q2 		$1.94M Buy
25,125
+8,350
+50% +$636K 0.76% 45
2019
Q1 		$1.29M Buy
16,775
+6,050
+56% +$442K 0.55% 57
2018
Q4 		$766K Buy
10,725
+1,750
+19% +$128K 0.38% 69
2018
Q3 		$631K Sell
8,975
-1,230
-12% -$87.1K 0.26% 87
2018
Q2 		$696K Buy
10,205
+604
+6% +$39.3K 0.29% 82
2018
Q1 		$647K Buy
9,601
+950
+11% +$70.2K 0.28% 86
2017
Q4 		$701K Buy
8,651
+1,686
+24% +$137K 0.29% 87
2017
Q3 		$536K Hold
6,965
– – 0.23% 92
2017
Q2 		$534K Buy
6,965
+850
+14% +$66.8K 0.25% 89
2017
Q1 		$474K Buy
6,115
+525
+9% +$39.7K 0.23% 94
2016
Q4 		$428K Buy
5,590
+400
+8% +$29.5K 0.22% 98
2016
Q3 		$385K Buy
5,190
+25
+0.5% +$1.91K 0.22% 100
2016
Q2 		$403K Hold
5,165
– – 0.22% 98
2016
Q1 		$388K Buy
+5,165
New +$365K 0.23% 95

Other funds holding D

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Schnieders Capital Management's D Position: Q1 2026 in Review

Schnieders Capital Management increased its Dominion Energy (D) stake by 0.3% in Q1 2026, buying an estimated $26.5K and bringing the position to 142,127 shares worth $8.79M. The position accounts for 1.4% of the portfolio, ranked #18.

Schnieders Capital Management first reported a position in D in Q1 2016 and has held it in 41 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Schnieders Capital Management held 142,127 shares of Dominion Energy worth $8.79M as of Q1 2026.
  • Schnieders Capital Management bought 429 Dominion Energy shares in Q1 2026, an estimated $26.5K.
  • Dominion Energy made up 1.4% of Schnieders Capital Management's portfolio in Q1 2026, its #18 holding.
  • Schnieders Capital Management first reported a position in Dominion Energy in Q1 2016 and has held it in 41 quarters since.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Schnieders Capital Management's 13F filing for Q1 2026, filed 4 May 2026.