Smith Group Asset Management’s Dominion Energy D Stock Holding History

Smith Group Asset 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 Q2	–	Sell	-6,400	Closed	-$396K	–	170
2026 Q1	$396K	Hold	6,400	–	–	0.02%	149
2025 Q4	$375K	Hold	6,400	–	–	0.02%	153
2025 Q3	$391K	Hold	6,400	–	–	0.02%	143
2025 Q2	$362K	Hold	6,400	–	–	0.02%	145
2025 Q1	$359K	Sell	6,400 -400	-6%	-$22K	0.03%	162
2024 Q4	$366K	Buy	+6,800	New	+$388K	0.03%	163
2022 Q1	$34K	Hold	400	–	–	﹤0.01%	208
2021 Q4	$31K	Hold	400	–	–	﹤0.01%	217
2021 Q3	$29K	Hold	400	–	–	﹤0.01%	208
2021 Q2	$29K	Buy	+400	New	+$30.9K	﹤0.01%	203

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

Smith Group Asset Management's D Position: Q2 2026 in Review

Smith Group Asset Management sold out of Dominion Energy (D) in Q2 2026, closing a stake of 6,400 shares — an estimated $396K sold.

Smith Group Asset Management first reported a position in D in Q2 2021 and held it in 10 quarters. The position peaked at $396K in Q1 2026. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

Smith Group Asset Management reported no remaining Dominion Energy position as of Q2 2026 after selling out during the quarter.
Smith Group Asset Management sold 6,400 Dominion Energy shares in Q2 2026, an estimated $396K.
Smith Group Asset Management first reported a position in Dominion Energy in Q2 2021 and held it in 10 quarters.
Smith Group Asset Management's Dominion Energy position peaked at $396K in Q1 2026.
1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Smith Group Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.