Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $293M | Buy |
4,288,973
+196,250
| +5% | +$12.8M | 0.05% | 298 |
|
|
2026
Q1 | $253M | Buy |
4,092,723
+53,035
| +1% | +$3.28M | 0.05% | 308 |
|
|
2025
Q4 | $237M | Buy |
4,039,688
+20,827
| +0.5% | +$1.25M | 0.05% | 321 |
|
|
2025
Q3 | $246M | Sell |
4,018,861
-993,052
| -20% | -$59M | 0.05% | 311 |
|
|
2025
Q2 | $283M | Buy |
5,011,913
+76,950
| +2% | +$4.22M | 0.06% | 307 |
|
|
2025
Q1 | $277M | Buy |
4,934,963
+228,738
| +5% | +$12.6M | 0.07% | 290 |
|
|
2024
Q4 | $253M | Buy |
4,706,225
+824,814
| +21% | +$47.1M | 0.06% | 310 |
|
|
2024
Q3 | $224M | Buy |
3,881,411
+130,108
| +3% | +$7.11M | 0.06% | 315 |
|
|
2024
Q2 | $184M | Buy |
3,751,303
+788,900
| +27% | +$40.2M | 0.05% | 322 |
|
|
2024
Q1 | $146M | Sell |
2,962,403
-26,094
| -0.9% | -$1.22M | 0.05% | 351 |
|
|
2023
Q4 | $140M | Buy |
2,988,497
+26,029
| +0.9% | +$1.16M | 0.06% | 344 |
|
|
2023
Q3 | $132M | Buy |
2,962,468
+57,493
| +2% | +$2.85M | 0.06% | 338 |
|
|
2023
Q2 | $162M | Hold |
2,904,975
| – | – | 0.08% | 269 |
|
|
2023
Q1 | $162M | Sell |
2,904,975
-384,378
| -12% | -$22.5M | 0.08% | 269 |
|
|
2022
Q4 | $202M | Buy |
3,289,353
+455,065
| +16% | +$28.6M | 0.11% | 216 |
|
|
2022
Q3 | $196M | Sell |
2,834,288
-106,336
| -4% | -$8.58M | 0.11% | 209 |
|
|
2022
Q2 | $235M | Sell |
2,940,624
-119,469
| -4% | -$9.87M | 0.12% | 180 |
|
|
2022
Q1 | $260M | Buy |
3,060,093
+167,063
| +6% | +$13.4M | 0.11% | 195 |
|
|
2021
Q4 | $227M | Sell |
2,893,030
-161,492
| -5% | -$12.2M | 0.09% | 250 |
|
|
2021
Q3 | $223M | Buy |
3,054,522
+77,502
| +3% | +$5.91M | 0.09% | 227 |
|
|
2021
Q2 | $219M | Sell |
2,977,020
-420,986
| -12% | -$32.5M | 0.09% | 232 |
|
|
2021
Q1 | $258M | Sell |
3,398,006
-225,215
| -6% | -$16.4M | 0.11% | 188 |
|
|
2020
Q4 | $272M | Buy |
3,623,221
+255,132
| +8% | +$20.3M | 0.13% | 161 |
|
|
2020
Q3 | $266M | Buy |
3,368,089
+77,895
| +2% | +$6.12M | 0.14% | 140 |
|
|
2020
Q2 | $267M | Sell |
3,290,194
-562,970
| -15% | -$45.2M | 0.16% | 126 |
|
|
2020
Q1 | $278M | Buy |
3,853,164
+276,549
| +8% | +$22.6M | 0.2% | 98 |
|
|
2019
Q4 | $296M | Buy |
3,576,615
+339,472
| +10% | +$27.7M | 0.18% | 109 |
|
|
2019
Q3 | $262M | Buy |
3,237,143
+267,169
| +9% | +$20.7M | 0.18% | 114 |
|
|
2019
Q2 | $230M | Buy |
2,969,974
+220,683
| +8% | +$16.8M | 0.16% | 125 |
|
|
2019
Q1 | $211M | Buy |
2,749,291
+158,151
| +6% | +$11.6M | 0.16% | 136 |
|
|
2018
Q4 | $185M | Buy |
2,591,140
+126,917
| +5% | +$9.27M | 0.16% | 130 |
|
|
2018
Q3 | $173M | Sell |
2,464,223
-78,074
| -3% | -$5.53M | 0.13% | 180 |
|
|
2018
Q2 | $173M | Sell |
2,542,297
-513,549
| -17% | -$33.4M | 0.13% | 172 |
|
|
2018
Q1 | $206M | Buy |
3,055,846
+448,471
| +17% | +$33.1M | 0.16% | 134 |
|
|
2017
Q4 | $211M | Buy |
2,607,375
+7,228
| +0.3% | +$586K | 0.18% | 117 |
|
|
2017
Q3 | $200M | Buy |
2,600,147
+142,844
| +6% | +$11.1M | 0.18% | 118 |
|
|
2017
Q2 | $188M | Sell |
2,457,303
-35,017
| -1% | -$2.75M | 0.18% | 123 |
|
|
2017
Q1 | $193M | Buy |
2,492,320
+347,555
| +16% | +$26.3M | 0.2% | 116 |
|
|
2016
Q4 | $164M | Buy |
2,144,765
+1,100
| +0.1% | +$81.1K | 0.18% | 128 |
|
|
2016
Q3 | $159M | Buy |
2,143,665
+129,632
| +6% | +$9.88M | 0.17% | 131 |
|
|
2016
Q2 | $157M | Buy |
2,014,033
+26,943
| +1% | +$1.96M | 0.18% | 131 |
|
|
2016
Q1 | $149M | Buy |
1,987,090
+42,942
| +2% | +$3.04M | 0.17% | 134 |
|
|
2015
Q4 | $132M | Sell |
1,944,148
-312,615
| -14% | -$21.6M | 0.15% | 162 |
|
|
2015
Q3 | $159M | Sell |
2,256,763
-164,175
| -7% | -$11.5M | 0.18% | 126 |
|
|
2015
Q2 | $162M | Sell |
2,420,938
-29,642
| -1% | -$2.09M | 0.16% | 142 |
|
|
2015
Q1 | $174M | Sell |
2,450,580
-224,235
| -8% | -$16.6M | 0.17% | 139 |
|
|
2014
Q4 | $206M | Buy |
2,674,815
+174,608
| +7% | +$12.6M | 0.2% | 122 |
|
|
2014
Q3 | $173M | Buy |
2,500,207
+56,671
| +2% | +$3.91M | 0.17% | 134 |
|
|
2014
Q2 | $175M | Buy |
2,443,536
+233,932
| +11% | +$16.4M | 0.18% | 135 |
|
|
2014
Q1 | $157M | Buy |
2,209,604
+125,471
| +6% | +$8.57M | 0.17% | 146 |
|
|
2013
Q4 | $135M | Buy |
2,084,133
+111,838
| +6% | +$7.2M | 0.15% | 161 |
|
|
2013
Q3 | $123M | Buy |
1,972,295
+14,822
| +0.8% | +$879K | 0.15% | 163 |
|
|
2013
Q2 | $111M | Buy |
+1,957,473
| New | +$115M | 0.14% | 168 |
|
Other funds holding D
UBS AM's D Position: Q2 2026 in Review
UBS AM increased its Dominion Energy (D) stake by 4.8% in Q2 2026, buying an estimated $12.8M and bringing the position to 4,288,973 shares worth $293M. The position accounts for 0.05% of the portfolio, ranked #298.
UBS AM first reported a position in D in Q2 2013 and has held it in 53 quarters since. The position peaked at $296M in Q4 2019. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.
- UBS AM held 4,288,973 shares of Dominion Energy worth $293M as of Q2 2026.
- UBS AM bought 196,250 Dominion Energy shares in Q2 2026, an estimated $12.8M.
- Dominion Energy made up 0.05% of UBS AM's portfolio in Q2 2026, its #298 holding.
- UBS AM first reported a position in Dominion Energy in Q2 2013 and has held it in 53 quarters since.
- UBS AM's Dominion Energy position peaked at $296M in Q4 2019.
- 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.
Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.