TwinBeech Capital’s Dominion Energy D Stock Holding History

TwinBeech 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
2025 Q2	–	Sell	-588,096	Closed	-$33M	–	711
2025 Q1	$33M	Buy	588,096 +326,874	+125%	+$18M	0.6%	46
2024 Q4	$14.1M	Buy	261,222 +240,666	+1,171%	+$13.7M	0.24%	125
2024 Q3	$1.19M	Sell	20,556 -82,252	-80%	-$4.49M	0.02%	485
2024 Q2	$5.04M	Buy	+102,808	New	+$5.24M	0.1%	227
2023 Q4	–	Sell	-125,248	Closed	-$5.59M	–	694
2023 Q3	$5.59M	Buy	+125,248	New	+$6.22M	0.11%	242
2023 Q1	–	Sell	-425,448	Closed	-$26.1M	–	671
2022 Q4	$26.1M	Buy	+425,448	New	+$26.7M	0.5%	51
2021 Q3	–	Sell	-56,502	Closed	-$4.16M	–	623
2021 Q2	$4.16M	Buy	+56,502	New	+$4.36M	0.5%	62
2021 Q1	–	Sell	-83,381	Closed	-$6.27M	–	490
2020 Q4	$6.27M	Buy	83,381 +53,161	+176%	+$4.22M	1.02%	15
2020 Q3	$2.38M	Buy	+30,220	New	+$2.37M	0.52%	55

Other funds holding D

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TwinBeech Capital's D Position: Q2 2025 in Review

TwinBeech Capital sold out of Dominion Energy (D) in Q2 2025, closing a stake of 588,096 shares — an estimated $33M sold.

TwinBeech Capital first reported a position in D in Q3 2020 and held it in 9 quarters. The position peaked at $33M in Q1 2025. 1,350 funds tracked by Wall St. Rank hold D as of Q2 2025.

TwinBeech Capital reported no remaining Dominion Energy position as of Q2 2025 after selling out during the quarter.
TwinBeech Capital sold 588,096 Dominion Energy shares in Q2 2025, an estimated $33M.
TwinBeech Capital first reported a position in Dominion Energy in Q3 2020 and held it in 9 quarters.
TwinBeech Capital's Dominion Energy position peaked at $33M in Q1 2025.
1,350 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2025.

Based on TwinBeech Capital's 13F filing for Q2 2025, filed 14 Aug 2025.