Universal-Beteiligungs- und Servicegesellschaft’s Dominion Energy D Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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	$18.8M	Sell	278,549 -20,451	-7%	-$1.33M	0.03%	427
2026 Q1	$18.4M	Sell	299,000 -5,466	-2%	-$338K	0.03%	415
2025 Q4	$17.8M	Sell	304,466 -5,936	-2%	-$358K	0.03%	432
2025 Q3	$19M	Buy	310,402 +36,747	+13%	+$2.18M	0.03%	401
2025 Q2	$15.5M	Buy	273,655 +191	+0.1%	+$10.5K	0.03%	447
2025 Q1	$15.3M	Sell	273,464 -27,568	-9%	-$1.52M	0.03%	436
2024 Q4	$16.2M	Buy	+301,032	New	+$17.2M	0.03%	412

Other funds holding D

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's D Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Dominion Energy (D) stake by 6.8% in Q2 2026, selling an estimated $1.33M and leaving 278,549 shares worth $18.8M. The position accounts for 0.03% of the portfolio, ranked #427.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in D in Q4 2024 and has held it in 7 quarters since. The position peaked at $19M in Q3 2025. 1,553 funds tracked by Wall St. Rank hold D as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft held 278,549 shares of Dominion Energy worth $18.8M as of Q2 2026.
Universal-Beteiligungs- und Servicegesellschaft sold 20,451 Dominion Energy shares in Q2 2026, an estimated $1.33M.
Dominion Energy made up 0.03% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #427 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in Dominion Energy in Q4 2024 and has held it in 7 quarters since.
Universal-Beteiligungs- und Servicegesellschaft's Dominion Energy position peaked at $19M in Q3 2025.
1,553 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.