UBS Group’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
Q1 | $14.7M | Buy |
237,900
+100,780
| +73% | +$6.22M | ﹤0.01% | 2922 |
|
|
2025
Q4 | $8.03M | Buy |
137,120
+76,200
| +125% | +$4.59M | ﹤0.01% | 3532 |
|
|
2025
Q3 | $3.73M | Buy |
60,920
+55,900
| +1,114% | +$3.32M | ﹤0.01% | 4341 |
|
|
2025
Q2 | $284K | Hold |
5,020
| – | – | ﹤0.01% | 6480 |
|
|
2025
Q1 | $281K | Hold |
5,020
| – | – | ﹤0.01% | 6303 |
|
|
2024
Q4 | $270K | Hold |
5,020
| – | – | ﹤0.01% | 6270 |
|
|
2024
Q3 | $290K | Buy |
+5,020
| New | +$274K | ﹤0.01% | 5595 |
|
|
2024
Q1 | – | Sell |
-70,000
| Closed | -$3.29M | – | 9421 |
|
|
2023
Q4 | $3.29M | Sell |
70,000
-21,700
| -24% | -$969K | ﹤0.01% | 3242 |
|
|
2023
Q3 | $4.1M | Hold |
91,700
| – | – | ﹤0.01% | 2772 |
|
|
2023
Q2 | $4.75M | Sell |
91,700
-212,400
| -70% | -$11.5M | ﹤0.01% | 2644 |
|
|
2023
Q1 | $17M | Sell |
304,100
-156,900
| -34% | -$9.18M | 0.01% | 1522 |
|
|
2022
Q4 | $28.3M | Buy |
461,000
+157,100
| +52% | +$9.87M | 0.01% | 1177 |
|
|
2022
Q3 | $21M | Buy |
303,900
+94,600
| +45% | +$7.64M | 0.01% | 1240 |
|
|
2022
Q2 | $16.7M | Sell |
209,300
-134,800
| -39% | -$11.1M | 0.01% | 1429 |
|
|
2022
Q1 | $29.2M | Sell |
344,100
-4,800
| -1% | -$386K | 0.01% | 1167 |
|
|
2021
Q4 | $27.4M | Buy |
348,900
+35,671
| +11% | +$2.68M | 0.01% | 1358 |
|
|
2021
Q3 | $22.9M | Buy |
313,229
+19,908
| +7% | +$1.52M | 0.01% | 1398 |
|
|
2021
Q2 | $21.6M | Buy |
293,321
+148,586
| +103% | +$11.5M | 0.01% | 1437 |
|
|
2021
Q1 | $11M | Buy |
144,735
+133,135
| +1,148% | +$9.67M | ﹤0.01% | 1872 |
|
|
2020
Q4 | $872K | Buy |
+11,600
| New | +$922K | ﹤0.01% | 4123 |
|
|
2020
Q3 | – | Sell |
-17,800
| Closed | -$1.45M | – | 8049 |
|
|
2020
Q2 | $1.45M | Buy |
17,800
+16,400
| +1,171% | +$1.32M | ﹤0.01% | 3180 |
|
|
2020
Q1 | $101K | Sell |
1,400
-14,200
| -91% | -$1.16M | ﹤0.01% | 5282 |
|
|
2019
Q4 | $1.29M | Buy |
15,600
+2,200
| +16% | +$180K | ﹤0.01% | 3970 |
|
|
2019
Q3 | $1.09M | Buy |
+13,400
| New | +$1.04M | ﹤0.01% | 3898 |
|
|
2017
Q2 | – | Sell |
-8,900
| Closed | -$690K | – | 7720 |
|
|
2017
Q1 | $690K | Buy |
+8,900
| New | +$673K | ﹤0.01% | 3804 |
|
|
2016
Q3 | – | Sell |
-18,900
| Closed | -$1.47M | – | 7709 |
|
|
2016
Q2 | $1.47M | Sell |
18,900
-81,600
| -81% | -$5.92M | ﹤0.01% | 3031 |
|
|
2016
Q1 | $7.55M | Buy |
100,500
+100,300
| +50,150% | +$7.1M | 0.01% | 1522 |
|
|
2015
Q4 | $14K | Buy |
200
+100
| +100% | +$6.91K | ﹤0.01% | 7052 |
|
|
2015
Q3 | $7K | Sell |
100
-1,600
| -94% | -$112K | ﹤0.01% | 7485 |
|
|
2015
Q2 | $114K | Sell |
1,700
-1,100
| -39% | -$77.4K | ﹤0.01% | 5295 |
|
|
2015
Q1 | $199K | Sell |
2,800
-300
| -10% | -$22.3K | ﹤0.01% | 4879 |
|
|
2014
Q4 | $238K | Buy |
+3,100
| New | +$224K | ﹤0.01% | 4872 |
|
Other funds holding D
VCM
VPM
UBS Group's D Position: Q1 2026 in Review
UBS Group increased its Dominion Energy (D) stake by 1.5% in Q1 2026, buying an estimated $3.47M and bringing the position to 3,766,590 shares worth $233M. The position accounts for 0.03% of the portfolio, ranked #545.
UBS Group first reported a position in D in Q4 2014 and has held it in 46 quarters since. The position peaked at $332M in Q3 2015. 1,475 funds tracked by Wall St. Rank hold D as of Q1 2026.
- UBS Group held 3,766,590 shares of Dominion Energy worth $233M as of Q1 2026.
- UBS Group bought 56,112 Dominion Energy shares in Q1 2026, an estimated $3.47M.
- Dominion Energy made up 0.03% of UBS Group's portfolio in Q1 2026, its #545 holding.
- UBS Group first reported a position in Dominion Energy in Q4 2014 and has held it in 46 quarters since.
- UBS Group's Dominion Energy position peaked at $332M in Q3 2015.
- 1,475 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.