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Spirit of America Management Corp’s Dominion Energy D Stock Holding History

Spirit of America Management Corp’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 		$553K Buy
8,100
+500
+7% +$32.5K 0.1% 176
2026
Q1 		$470K Sell
7,600
-11,500
-60% -$710K 0.09% 184
2025
Q4 		$1.12M Sell
19,100
-1,500
-7% -$90.4K 0.24% 115
2025
Q3 		$1.26M Hold
20,600
– – 0.25% 109
2025
Q2 		$1.16M Buy
20,600
+1,000
+5% +$54.8K 0.24% 107
2025
Q1 		$1.1M Buy
19,600
+2,750
+16% +$151K 0.22% 104
2024
Q4 		$908K Buy
16,850
+1,750
+12% +$99.8K 0.18% 122
2024
Q3 		$873K Hold
15,100
– – 0.17% 121
2024
Q2 		$740K Hold
15,100
– – 0.15% 125
2024
Q1 		$743K Sell
15,100
-1,500
-9% -$70.1K 0.15% 124
2023
Q4 		$780K Hold
16,600
– – 0.17% 121
2023
Q3 		$742K Sell
16,600
-15,792
-49% -$784K 0.17% 108
2023
Q2 		$1.68M Sell
32,392
-10,550
-25% -$574K 0.38% 65
2023
Q1 		$2.4M Buy
42,942
+1,900
+5% +$111K 0.54% 48
2022
Q4 		$2.52M Sell
41,042
-7,000
-15% -$440K 0.56% 45
2022
Q3 		$3.32M Sell
48,042
-1,000
-2% -$80.7K 0.79% 31
2022
Q2 		$3.91M Sell
49,042
-16,900
-26% -$1.4M 0.89% 29
2022
Q1 		$5.6M Sell
65,942
-21,000
-24% -$1.69M 1.1% 27
2021
Q4 		$6.83M Sell
86,942
-9,000
-9% -$677K 1.37% 15
2021
Q3 		$7.01M Sell
95,942
-4,300
-4% -$328K 1.51% 15
2021
Q2 		$7.37M Sell
100,242
-9,700
-9% -$749K 1.58% 16
2021
Q1 		$8.35M Sell
109,942
-9,200
-8% -$668K 1.98% 12
2020
Q4 		$8.96M Hold
119,142
– – 2.24% 10
2020
Q3 		$9.4M Buy
119,142
+1,450
+1% +$114K 2.56% 7
2020
Q2 		$9.55M Buy
117,692
+40,800
+53% +$3.27M 2.45% 10
2020
Q1 		$5.55M Sell
76,892
-1,815
-2% -$148K 1.79% 11
2019
Q4 		$6.52M Sell
78,707
-615
-0.8% -$50.3K 1.14% 23
2019
Q3 		$6.43M Buy
79,322
+13,100
+20% +$1.01M 1.04% 27
2019
Q2 		$5.12M Hold
66,222
– – 0.77% 38
2019
Q1 		$5.08M Buy
+66,222
New +$4.84M 0.74% 38

Other funds holding D

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Spirit of America Management Corp's D Position: Q2 2026 in Review

Spirit of America Management Corp increased its Dominion Energy (D) stake by 6.6% in Q2 2026, buying an estimated $32.5K and bringing the position to 8,100 shares worth $553K. The position accounts for 0.1% of the portfolio, ranked #176.

Spirit of America Management Corp first reported a position in D in Q1 2019 and has held it in 30 quarters since. The position peaked at $9.55M in Q2 2020. 1,009 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Spirit of America Management Corp held 8,100 shares of Dominion Energy worth $553K as of Q2 2026.
  • Spirit of America Management Corp bought 500 Dominion Energy shares in Q2 2026, an estimated $32.5K.
  • Dominion Energy made up 0.1% of Spirit of America Management Corp's portfolio in Q2 2026, its #176 holding.
  • Spirit of America Management Corp first reported a position in Dominion Energy in Q1 2019 and has held it in 30 quarters since.
  • Spirit of America Management Corp's Dominion Energy position peaked at $9.55M in Q2 2020.
  • 1,009 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.