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Stonegate Investment Group’s Dominion Energy D Stock Holding History

Stonegate Investment Group’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
2025
Q3 		$1.16M Buy
18,914
+1,769
+10% +$105K 0.03% 173
2025
Q2 		$969K Buy
17,145
+1,975
+13% +$108K 0.02% 185
2025
Q1 		$851K Sell
15,170
-151
-1% -$8.3K 0.02% 169
2024
Q4 		$825K Buy
15,321
+243
+2% +$13.9K 0.02% 171
2024
Q3 		$871K Buy
15,078
+727
+5% +$39.7K 0.02% 179
2024
Q2 		$703K Buy
14,351
+1,288
+10% +$65.6K 0.02% 194
2024
Q1 		$643K Sell
13,063
-158
-1% -$7.38K 0.02% 193
2023
Q4 		$621K Buy
13,221
+383
+3% +$17.1K 0.02% 192
2023
Q3 		$573K Sell
12,838
-8,933
-41% -$444K 0.02% 193
2023
Q2 		$1.13M Sell
21,771
-485
-2% -$26.4K 0.04% 153
2023
Q1 		$1.24M Sell
22,256
-2,113
-9% -$124K 0.05% 139
2022
Q4 		$1.49M Sell
24,369
-13,837
-36% -$869K 0.06% 114
2022
Q3 		$2.64M Sell
38,206
-1,052
-3% -$84.9K 0.12% 93
2022
Q2 		$3.13M Buy
39,258
+7,028
+22% +$580K 0.14% 89
2022
Q1 		$2.74M Sell
32,230
-430
-1% -$34.5K 0.09% 84
2021
Q4 		$2.57M Buy
+32,660
New +$2.46M 0.11% 89

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stonegate Investment Group's D Position: Q3 2025 in Review

Stonegate Investment Group increased its Dominion Energy (D) stake by 10% in Q3 2025, buying an estimated $105K and bringing the position to 18,914 shares worth $1.16M. The position accounts for 0.03% of the portfolio, ranked #173.

Stonegate Investment Group first reported a position in D in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.13M in Q2 2022. 1,409 funds tracked by Wall St. Rank hold D as of Q3 2025.

  • Stonegate Investment Group held 18,914 shares of Dominion Energy worth $1.16M as of Q3 2025.
  • Stonegate Investment Group bought 1,769 Dominion Energy shares in Q3 2025, an estimated $105K.
  • Dominion Energy made up 0.03% of Stonegate Investment Group's portfolio in Q3 2025, its #173 holding.
  • Stonegate Investment Group first reported a position in Dominion Energy in Q4 2021 and has held it in 16 quarters since.
  • Stonegate Investment Group's Dominion Energy position peaked at $3.13M in Q2 2022.
  • 1,409 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.