SCP
D icon

Sivia Capital Partners’s Dominion Energy D Stock Holding History

Sivia Capital 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 		– Sell
-4,896
Closed -$287K – 502
2025
Q4 		$287K Buy
4,896
+381
+8% +$23K 0.06% 428
2025
Q3 		$276K Sell
4,515
-480
-10% -$28.5K 0.08% 352
2025
Q2 		$282K Sell
4,995
-372
-7% -$20.4K 0.1% 301
2025
Q1 		$301K Buy
+5,367
New +$295K 0.14% 158

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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

Sivia Capital Partners's D Position: Q1 2026 in Review

Sivia Capital Partners sold out of Dominion Energy (D) in Q1 2026, closing a stake of 4,896 shares — an estimated $287K sold.

Sivia Capital Partners first reported a position in D in Q1 2025 and held it in 4 quarters. The position peaked at $301K in Q1 2025. 1,486 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Sivia Capital Partners reported no remaining Dominion Energy position as of Q1 2026 after selling out during the quarter.
  • Sivia Capital Partners sold 4,896 Dominion Energy shares in Q1 2026, an estimated $287K.
  • Sivia Capital Partners first reported a position in Dominion Energy in Q1 2025 and held it in 4 quarters.
  • Sivia Capital Partners's Dominion Energy position peaked at $301K in Q1 2025.
  • 1,486 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Sivia Capital Partners's 13F filing for Q1 2026, filed 13 May 2026.