Slocum, Gordon & Co
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Slocum, Gordon & Co’s Dominion Energy D Stock Holding History

Slocum, Gordon & Co’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
Q3 		$1.4M Buy
23,144
+12,992
+128% +$873K 0.98% 32
2026
Q2 		$693K Sell
10,152
-713
-7% -$46.4K 0.46% 40
2026
Q1 		$672K Sell
10,865
-30
-0.3% -$1.85K 0.46% 38
2025
Q4 		$638K Buy
+10,895
New +$656K 0.46% 41
2025
Q3 		– Sell
-895
Closed -$50.6K – 73
2025
Q2 		$50.6K Hold
895
– – 0.04% 86
2025
Q1 		$50.2K Hold
895
– – 0.04% 80
2024
Q4 		$48.2K Sell
895
-39,937
-98% -$2.28M 0.04% 84
2024
Q3 		$2.36M Buy
40,832
+3,005
+8% +$164K 0.95% 22
2024
Q2 		$1.85M Buy
37,827
+10
+0% +$509 1.38% 22
2024
Q1 		$1.86M Sell
37,817
-655
-2% -$30.6K 1.38% 22
2023
Q4 		$1.81M Buy
38,472
+551
+1% +$24.6K 1.59% 19
2023
Q3 		$1.69M Sell
37,921
-1,110
-3% -$55.1K 1.48% 20
2023
Q2 		$2.02M Sell
39,031
-785
-2% -$42.7K 1.47% 19
2023
Q1 		$2.23M Sell
39,816
-16,545
-29% -$968K 1.85% 17
2022
Q4 		$3.46M Buy
+56,361
New +$3.54M 2.23% 16

Other funds holding D

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Slocum, Gordon & Co's D Position: Q3 2026 in Review

Slocum, Gordon & Co increased its Dominion Energy (D) stake by 128% in Q3 2026, buying an estimated $873K and bringing the position to 23,144 shares worth $1.4M. The position accounts for 0.98% of the portfolio, ranked #32.

Slocum, Gordon & Co first reported a position in D in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.46M in Q4 2022. 596 funds tracked by Wall St. Rank hold D as of Q3 2026.

  • Slocum, Gordon & Co held 23,144 shares of Dominion Energy worth $1.4M as of Q3 2026.
  • Slocum, Gordon & Co bought 12,992 Dominion Energy shares in Q3 2026, an estimated $873K.
  • Dominion Energy made up 0.98% of Slocum, Gordon & Co's portfolio in Q3 2026, its #32 holding.
  • Slocum, Gordon & Co first reported a position in Dominion Energy in Q4 2022 and has held it in 15 quarters since.
  • Slocum, Gordon & Co's Dominion Energy position peaked at $3.46M in Q4 2022.
  • 596 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Slocum, Gordon & Co's 13F filing for Q3 2026, filed 19 Oct 2026.