Swan Capital’s Dominion Energy D Stock Holding History

Swan Capital’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	$63K	Hold	922	–	–	0.02%	78
2026 Q1	$57K	Hold	922	–	–	0.02%	70
2025 Q4	$54K	Hold	922	–	–	0.02%	79
2025 Q3	$56.4K	Hold	922	–	–	0.02%	74
2025 Q2	$52.1K	Hold	922	–	–	0.02%	71
2025 Q1	$51.7K	Hold	922	–	–	0.02%	63
2024 Q4	$49.7K	Hold	922	–	–	0.02%	66
2024 Q3	$53.3K	Hold	922	–	–	0.03%	65
2024 Q2	$45.2K	Buy	+922	New	+$47K	0.02%	68

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

Swan Capital's D Position: Q2 2026 in Review

Swan Capital held its Dominion Energy (D) position steady in Q2 2026 at 922 shares worth $63K. The position accounts for 0.02% of the portfolio, ranked #78.

Swan Capital first reported a position in D in Q2 2024 and has held it in 9 quarters since. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

Swan Capital held 922 shares of Dominion Energy worth $63K as of Q2 2026.
Swan Capital left its Dominion Energy share count unchanged in Q2 2026.
Dominion Energy made up 0.02% of Swan Capital's portfolio in Q2 2026, its #78 holding.
Swan Capital first reported a position in Dominion Energy in Q2 2024 and has held it in 9 quarters since.
1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

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