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Stone House Investment Management’s Dominion Energy D Stock Holding History

Stone House Investment 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 		$26.3K Sell
385
-208
-35% -$13.5K ﹤0.01% 293
2026
Q1 		$36.7K Buy
593
+561
+1,753% +$34.7K 0.01% 213
2025
Q4 		$1.88K Buy
32
+3
+10% +$181 ﹤0.01% 563
2025
Q3 		$1.77K Buy
29
+9
+45% +$535 ﹤0.01% 504
2025
Q2 		$1.13K Hold
20
– – ﹤0.01% 445
2025
Q1 		$1.12K Buy
+20
New +$1.1K ﹤0.01% 407
2024
Q4 		– Sell
-20
Closed -$1.16K – 129
2024
Q3 		$1.16K Hold
20
– – ﹤0.01% 351
2024
Q2 		$980 Buy
+20
New +$1.02K ﹤0.01% 359
2019
Q2 		– Sell
-659
Closed -$51K – 65
2019
Q1 		$51K Buy
+659
New +$48.1K 0.03% 91

Other funds holding D

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Stone House Investment Management's D Position: Q2 2026 in Review

Stone House Investment Management reduced its Dominion Energy (D) stake by 35% in Q2 2026, selling an estimated $13.5K and leaving 385 shares worth $26.3K. The position accounts for ﹤0.01% of the portfolio, ranked #293.

Stone House Investment Management first reported a position in D in Q1 2019 and has held it in 9 quarters since. The position peaked at $51K in Q1 2019. 1,553 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Stone House Investment Management held 385 shares of Dominion Energy worth $26.3K as of Q2 2026.
  • Stone House Investment Management sold 208 Dominion Energy shares in Q2 2026, an estimated $13.5K.
  • Dominion Energy made up ﹤0.01% of Stone House Investment Management's portfolio in Q2 2026, its #293 holding.
  • Stone House Investment Management first reported a position in Dominion Energy in Q1 2019 and has held it in 9 quarters since.
  • Stone House Investment Management's Dominion Energy position peaked at $51K in Q1 2019.
  • 1,553 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.