SVB Wealth’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $233K | Sell |
3,405
-364
| -10% | -$23.7K | 0.01% | 364 |
|
|
2026
Q1 | $233K | Buy |
3,769
+116
| +3% | +$7.17K | 0.02% | 348 |
|
|
2025
Q4 | $214K | Sell |
3,653
-1,437
| -28% | -$86.6K | 0.01% | 381 |
|
|
2025
Q3 | $311K | Buy |
5,090
+421
| +9% | +$25K | 0.02% | 350 |
|
|
2025
Q2 | $264K | Sell |
4,669
-1,417
| -23% | -$77.6K | 0.01% | 380 |
|
|
2025
Q1 | $341K | Buy |
6,086
+403
| +7% | +$22.2K | 0.01% | 247 |
|
|
2024
Q4 | $306K | Buy |
+5,683
| New | +$324K | 0.01% | 550 |
|
|
2024
Q3 | – | Sell |
-6,545
| Closed | -$321K | – | 149 |
|
|
2024
Q2 | $321K | Sell |
6,545
-1,838
| -22% | -$93.6K | 0.01% | 546 |
|
|
2024
Q1 | $412K | Sell |
8,383
-325
| -4% | -$15.2K | 0.01% | 531 |
|
|
2023
Q4 | $409K | Buy |
8,708
+1,738
| +25% | +$77.6K | 0.01% | 542 |
|
|
2023
Q3 | $311K | Sell |
6,970
-965
| -12% | -$47.9K | 0.01% | 596 |
|
|
2023
Q2 | $411K | Sell |
7,935
-4,042
| -34% | -$220K | 0.01% | 546 |
|
|
2023
Q1 | $670K | Sell |
11,977
-3,118
| -21% | -$182K | 0.01% | 467 |
|
|
2022
Q4 | $926K | Sell |
15,095
-13,584
| -47% | -$853K | 0.01% | 420 |
|
|
2022
Q3 | $1.98M | Buy |
28,679
+6,164
| +27% | +$498K | 0.03% | 259 |
|
|
2022
Q2 | $1.8M | Buy |
22,515
+378
| +2% | +$31.2K | 0.03% | 231 |
|
|
2022
Q1 | $1.88M | Sell |
22,137
-3,685
| -14% | -$296K | 0.03% | 235 |
|
|
2021
Q4 | $2.03M | Sell |
25,822
-1,569
| -6% | -$118K | 0.03% | 219 |
|
|
2021
Q3 | $2M | Buy |
27,391
+302
| +1% | +$23K | 0.03% | 261 |
|
|
2021
Q2 | $1.99M | Sell |
27,089
-4,616
| -15% | -$356K | 0.03% | 259 |
|
|
2021
Q1 | $2.41M | Sell |
31,705
-103,874
| -77% | -$7.55M | 0.03% | 224 |
|
|
2020
Q4 | $10.2M | Sell |
135,579
-3,754
| -3% | -$298K | 0.15% | 109 |
|
|
2020
Q3 | $11M | Sell |
139,333
-7,396
| -5% | -$581K | 0.18% | 94 |
|
|
2020
Q2 | $11.9M | Buy |
146,729
+9,705
| +7% | +$778K | 0.22% | 81 |
|
|
2020
Q1 | $9.89M | Buy |
137,024
+10,007
| +8% | +$817K | 0.24% | 70 |
|
|
2019
Q4 | $10.5M | Buy |
127,017
+2,603
| +2% | +$213K | 0.19% | 92 |
|
|
2019
Q3 | $10.1M | Sell |
124,414
-361
| -0.3% | -$27.9K | 0.2% | 85 |
|
|
2019
Q2 | $9.65M | Buy |
124,775
+11,213
| +10% | +$854K | 0.32% | 86 |
|
|
2019
Q1 | $8.71M | Sell |
113,562
-4,482
| -4% | -$327K | 0.34% | 79 |
|
|
2018
Q4 | $8.44M | Buy |
118,044
+1,421
| +1% | +$104K | 0.36% | 82 |
|
|
2018
Q3 | $8.2M | Sell |
116,623
-2,072
| -2% | -$147K | 0.29% | 94 |
|
|
2018
Q2 | $8.09M | Sell |
118,695
-1,610
| -1% | -$105K | 0.31% | 90 |
|
|
2018
Q1 | $8.11M | Buy |
120,305
+1,305
| +1% | +$96.4K | 0.31% | 90 |
|
|
2017
Q4 | $9.65M | Buy |
119,000
+5,093
| +4% | +$413K | 0.36% | 87 |
|
|
2017
Q3 | $8.76M | Buy |
113,907
+1,739
| +2% | +$135K | 0.34% | 89 |
|
|
2017
Q2 | $8.6M | Buy |
112,168
+2,021
| +2% | +$159K | 0.34% | 86 |
|
|
2017
Q1 | $8.54M | Sell |
110,147
-3,613
| -3% | -$273K | 0.34% | 86 |
|
|
2016
Q4 | $8.71M | Buy |
113,760
+28,652
| +34% | +$2.11M | 0.36% | 84 |
|
|
2016
Q3 | $6.32M | Buy |
85,108
+3,351
| +4% | +$255K | 0.26% | 99 |
|
|
2016
Q2 | $6.37M | Sell |
81,757
-663
| -0.8% | -$48.1K | 0.26% | 101 |
|
|
2016
Q1 | $6.19M | Sell |
82,420
-6,714
| -8% | -$475K | 0.25% | 97 |
|
|
2015
Q4 | $6.03M | Sell |
89,134
-20,346
| -19% | -$1.41M | 0.24% | 104 |
|
|
2015
Q3 | $7.71M | Sell |
109,480
-30,632
| -22% | -$2.15M | 0.3% | 90 |
|
|
2015
Q2 | $9.37M | Sell |
140,112
-7,159
| -5% | -$504K | 0.31% | 89 |
|
|
2015
Q1 | $10.4M | Sell |
147,271
-8,165
| -5% | -$606K | 0.34% | 83 |
|
|
2014
Q4 | $12M | Buy |
+155,436
| New | +$11.2M | 0.39% | 78 |
|
Other funds holding D
SVB Wealth's D Position: Q2 2026 in Review
SVB Wealth reduced its Dominion Energy (D) stake by 9.7% in Q2 2026, selling an estimated $23.7K and leaving 3,405 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #364.
SVB Wealth first reported a position in D in Q4 2014 and has held it in 46 quarters since. The position peaked at $12M in Q4 2014. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.
- SVB Wealth held 3,405 shares of Dominion Energy worth $233K as of Q2 2026.
- SVB Wealth sold 364 Dominion Energy shares in Q2 2026, an estimated $23.7K.
- Dominion Energy made up 0.01% of SVB Wealth's portfolio in Q2 2026, its #364 holding.
- SVB Wealth first reported a position in Dominion Energy in Q4 2014 and has held it in 46 quarters since.
- SVB Wealth's Dominion Energy position peaked at $12M in Q4 2014.
- 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.
Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.