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Uniplan Investment Counsel’s Dominion Energy D Stock Holding History

Uniplan Investment Counsel’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
-92
Closed -$5.21K – 185
2025
Q1 		$5.21K Buy
+92
New +$5.06K ﹤0.01% 163
2022
Q3 		– Sell
-30,683
Closed -$2.45M – 126
2022
Q2 		$2.45M Buy
+30,683
New +$2.53M 0.17% 95
2016
Q4 		– Sell
-177,592
Closed -$13.2M – 108
2016
Q3 		$13.2M Buy
177,592
+9,734
+6% +$742K 0.59% 50
2016
Q2 		$13.1M Buy
167,858
+13,591
+9% +$986K 0.59% 47
2016
Q1 		$11.6M Buy
+154,267
New +$10.9M 0.57% 54

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Uniplan Investment Counsel's D Position: Q2 2025 in Review

Uniplan Investment Counsel sold out of Dominion Energy (D) in Q2 2025, closing a stake of 92 shares — an estimated $5.21K sold.

Uniplan Investment Counsel first reported a position in D in Q1 2016 and held it in 5 quarters. The position peaked at $13.2M in Q3 2016. 1,350 funds tracked by Wall St. Rank hold D as of Q2 2025.

  • Uniplan Investment Counsel reported no remaining Dominion Energy position as of Q2 2025 after selling out during the quarter.
  • Uniplan Investment Counsel sold 92 Dominion Energy shares in Q2 2025, an estimated $5.21K.
  • Uniplan Investment Counsel first reported a position in Dominion Energy in Q1 2016 and held it in 5 quarters.
  • Uniplan Investment Counsel's Dominion Energy position peaked at $13.2M in Q3 2016.
  • 1,350 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2025.

Based on Uniplan Investment Counsel's 13F filing for Q2 2025, filed 14 Aug 2025.