UBS Group
D icon

UBS Group’s Dominion Energy D Stock Holding History

UBS Group’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 		$3.52M Buy
51,600
+3,800
+8% +$247K ﹤0.01% 4528
2026
Q1 		$2.95M Buy
47,800
+46,300
+3,087% +$2.86M ﹤0.01% 4603
2025
Q4 		$87.9K Buy
1,500
+1,000
+200% +$60.2K ﹤0.01% 6965
2025
Q3 		$30.6K Buy
+500
New +$29.7K ﹤0.01% 7885
2024
Q1 		– Sell
-24,200
Closed -$1.14M – 9422
2023
Q4 		$1.14M Sell
24,200
-50,500
-68% -$2.25M ﹤0.01% 4379
2023
Q3 		$3.34M Hold
74,700
– – ﹤0.01% 2956
2023
Q2 		$3.87M Hold
74,700
– – ﹤0.01% 2834
2023
Q1 		$4.18M Sell
74,700
-569,000
-88% -$33.3M ﹤0.01% 2688
2022
Q4 		$39.5M Sell
643,700
-346,600
-35% -$21.8M 0.01% 944
2022
Q3 		$68.4M Buy
990,300
+64,900
+7% +$5.24M 0.03% 560
2022
Q2 		$73.9M Sell
925,400
-30,000
-3% -$2.48M 0.03% 551
2022
Q1 		$81.2M Sell
955,400
-193,600
-17% -$15.5M 0.03% 594
2021
Q4 		$90.3M Buy
1,149,000
+307,385
+37% +$23.1M 0.03% 646
2021
Q3 		$61.5M Buy
841,615
+76,816
+10% +$5.86M 0.02% 762
2021
Q2 		$56.3M Buy
764,799
+426,286
+126% +$32.9M 0.02% 785
2021
Q1 		$25.7M Buy
338,513
+156,313
+86% +$11.4M 0.01% 1272
2020
Q4 		$13.7M Buy
182,200
+11,600
+7% +$922K ﹤0.01% 1609
2020
Q3 		$13.5M Buy
170,600
+152,800
+858% +$12M 0.01% 1444
2020
Q2 		$1.45M Buy
+17,800
New +$1.43M ﹤0.01% 3181
2018
Q2 		– Sell
-200
Closed -$13K – 8023
2018
Q1 		$13K Buy
+200
New +$14.8K ﹤0.01% 6710
2015
Q2 		– Sell
-500
Closed -$35K – 8541
2015
Q1 		$35K Sell
500
-1,000
-67% -$74.2K ﹤0.01% 6377
2014
Q4 		$115K Buy
+1,500
New +$109K ﹤0.01% 5560

Other funds holding D

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group's D Position: Q2 2026 in Review

UBS Group reduced its Dominion Energy (D) stake by 20% in Q2 2026, selling an estimated $49M and leaving 3,012,305 shares worth $206M. The position accounts for 0.03% of the portfolio, ranked #648.

UBS Group first reported a position in D in Q4 2014 and has held it in 47 quarters since. The position peaked at $332M in Q3 2015. 1,552 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • UBS Group held 3,012,305 shares of Dominion Energy worth $206M as of Q2 2026.
  • UBS Group sold 754,285 Dominion Energy shares in Q2 2026, an estimated $49M.
  • Dominion Energy made up 0.03% of UBS Group's portfolio in Q2 2026, its #648 holding.
  • UBS Group first reported a position in Dominion Energy in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Dominion Energy position peaked at $332M in Q3 2015.
  • 1,552 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.