Stamos Capital Partners’s Dominion Energy D Stock Holding History

Stamos 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 Q2	$2.37M	Sell	34,667 -4,671	-12%	-$304K	0.36%	91
2026 Q1	$2.43M	Sell	39,338 -317	-0.8%	-$19.6K	0.38%	83
2025 Q4	$2.32M	Buy	39,655 +9,279	+31%	+$559K	0.37%	87
2025 Q3	$1.86M	Sell	30,376 -16,123	-35%	-$958K	0.35%	71
2025 Q2	$2.63M	Buy	46,499 +7,967	+21%	+$437K	0.47%	64
2025 Q1	$2.16M	Sell	38,532 -3,538	-8%	-$195K	0.57%	58
2024 Q4	$2.27M	Buy	42,070 +6,350	+18%	+$362K	0.53%	53
2024 Q3	$2.06M	Sell	35,720 -19,750	-36%	-$1.08M	0.49%	62
2024 Q2	$2.72M	Buy	+55,470	New	+$2.83M	0.58%	43

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

Stamos Capital Partners's D Position: Q2 2026 in Review

Stamos Capital Partners reduced its Dominion Energy (D) stake by 12% in Q2 2026, selling an estimated $304K and leaving 34,667 shares worth $2.37M. The position accounts for 0.36% of the portfolio, ranked #91.

Stamos Capital Partners first reported a position in D in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.72M in Q2 2024. 1,552 funds tracked by Wall St. Rank hold D as of Q2 2026.

Stamos Capital Partners held 34,667 shares of Dominion Energy worth $2.37M as of Q2 2026.
Stamos Capital Partners sold 4,671 Dominion Energy shares in Q2 2026, an estimated $304K.
Dominion Energy made up 0.36% of Stamos Capital Partners's portfolio in Q2 2026, its #91 holding.
Stamos Capital Partners first reported a position in Dominion Energy in Q2 2024 and has held it in 9 quarters since.
Stamos Capital Partners's Dominion Energy position peaked at $2.72M in Q2 2024.
1,552 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Stamos Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.