Tortoise Investment Management’s Dominion Energy D Stock Holding History

Tortoise 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
2025 Q4	–	Sell	-60	Closed	-$3.67K	–	519
2025 Q3	$3.67K	Buy	60 +11	+22%	+$654	﹤0.01%	748
2025 Q2	$2.77K	Buy	+49	New	+$2.69K	﹤0.01%	735
2024 Q1	–	Sell	-44	Closed	-$2.07K	–	873
2023 Q4	$2.07K	Hold	44	–	–	﹤0.01%	702
2023 Q3	$1.97K	Hold	44	–	–	﹤0.01%	699
2023 Q2	$2.28K	Buy	+44	New	+$2.39K	﹤0.01%	684
2018 Q4	–	Sell	-32	Closed	-$2K	–	547
2018 Q3	$2K	Hold	32	–	–	﹤0.01%	504
2018 Q2	$2K	Hold	32	–	–	﹤0.01%	518
2018 Q1	$2K	Sell	32 -148	-82%	-$10.9K	﹤0.01%	499
2017 Q4	$15K	Hold	180	–	–	﹤0.01%	348
2017 Q3	$14K	Hold	180	–	–	﹤0.01%	331
2017 Q2	$14K	Hold	180	–	–	﹤0.01%	318
2017 Q1	$14K	Buy	180 +32	+22%	+$2.42K	﹤0.01%	297
2016 Q4	$11K	Hold	148	–	–	﹤0.01%	320
2016 Q3	$11K	Hold	148	–	–	﹤0.01%	302
2016 Q2	$12K	Buy	+148	New	+$10.7K	﹤0.01%	290
2015 Q3	–	Sell	-8	Closed	-$1K	–	408
2015 Q2	$1K	Hold	8	–	–	﹤0.01%	413
2015 Q1	$1K	Hold	8	–	–	﹤0.01%	396
2014 Q4	$1K	Buy	+8	New	+$579	﹤0.01%	445

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tortoise Investment Management's D Position: Q4 2025 in Review

Tortoise Investment Management sold out of Dominion Energy (D) in Q4 2025, closing a stake of 60 shares — an estimated $3.67K sold.

Tortoise Investment Management first reported a position in D in Q4 2014 and held it in 18 quarters. The position peaked at $15K in Q4 2017. 1,451 funds tracked by Wall St. Rank hold D as of Q4 2025.

Tortoise Investment Management reported no remaining Dominion Energy position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 60 Dominion Energy shares in Q4 2025, an estimated $3.67K.
Tortoise Investment Management first reported a position in Dominion Energy in Q4 2014 and held it in 18 quarters.
Tortoise Investment Management's Dominion Energy position peaked at $15K in Q4 2017.
1,451 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.