Sit Investment Associates’s Dominion Energy D Stock Holding History

Sit Investment Associates’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 Q2	$24K	Hold	349	–	–	﹤0.01%	513
2026 Q1	$22K	Hold	349	–	–	﹤0.01%	490
2025 Q4	$20K	Hold	349	–	–	﹤0.01%	503
2025 Q3	$21K	Hold	349	–	–	﹤0.01%	504
2025 Q2	$20K	Hold	349	–	–	﹤0.01%	512
2025 Q1	$20K	Hold	349	–	–	﹤0.01%	515
2024 Q4	$19K	Hold	349	–	–	﹤0.01%	523
2024 Q3	$20K	Hold	349	–	–	﹤0.01%	530
2024 Q2	$17K	Hold	349	–	–	﹤0.01%	523
2024 Q1	$17K	Hold	349	–	–	﹤0.01%	514
2023 Q4	$16K	Hold	349	–	–	﹤0.01%	525
2023 Q3	$16K	Hold	349	–	–	﹤0.01%	523
2023 Q2	$18K	Hold	349	–	–	﹤0.01%	534
2023 Q1	$20K	Hold	349	–	–	﹤0.01%	521
2022 Q4	$21K	Hold	349	–	–	﹤0.01%	527
2022 Q3	$24K	Hold	349	–	–	﹤0.01%	511
2022 Q2	$28K	Hold	349	–	–	﹤0.01%	504
2022 Q1	$30K	Hold	349	–	–	﹤0.01%	505
2021 Q4	$27K	Buy	+349	New	+$26.3K	﹤0.01%	504
2021 Q3	–	Sell	-55,019	Closed	-$4.05M	–	484
2021 Q2	$4.05M	Sell	55,019 -33,245	-38%	-$2.57M	0.1%	233
2021 Q1	$6.71M	Sell	88,264 -72,345	-45%	-$5.25M	0.18%	173
2020 Q4	$12.1M	Buy	160,609 +52,574	+49%	+$4.18M	0.33%	90
2020 Q3	$8.53M	Sell	108,035 -10,715	-9%	-$842K	0.25%	120
2020 Q2	$9.64M	Buy	118,750 +63,400	+115%	+$5.08M	0.3%	106
2020 Q1	$4M	Buy	+55,350	New	+$4.52M	0.15%	174

Other funds holding D

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sit Investment Associates's D Position: Q2 2026 in Review

Sit Investment Associates held its Dominion Energy (D) position steady in Q2 2026 at 349 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #513.

Sit Investment Associates first reported a position in D in Q1 2020 and has held it in 25 quarters since. The position peaked at $12.1M in Q4 2020. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

Sit Investment Associates held 349 shares of Dominion Energy worth $24K as of Q2 2026.
Sit Investment Associates left its Dominion Energy share count unchanged in Q2 2026.
Dominion Energy made up ﹤0.01% of Sit Investment Associates's portfolio in Q2 2026, its #513 holding.
Sit Investment Associates first reported a position in Dominion Energy in Q1 2020 and has held it in 25 quarters since.
Sit Investment Associates's Dominion Energy position peaked at $12.1M in Q4 2020.
1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Sit Investment Associates's 13F filing for Q2 2026, filed 12 Aug 2026.