Vaughan David Investments’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
Q2
$2.69M Sell
39,364
-4,663
-11% -$303K 0.05% 121
2026
Q1
$2.72M Sell
44,027
-144,549
-77% -$8.93M 0.06% 117
2025
Q4
$11M Sell
188,576
-391,466
-67% -$23.6M 0.24% 90
2025
Q3
$35.5M Buy
580,042
+14,038
+2% +$835K 0.77% 69
2025
Q2
$32M Buy
566,004
+15,499
+3% +$849K 0.71% 74
2025
Q1
$30.9M Buy
550,505
+7,993
+1% +$440K 0.72% 80
2024
Q4
$29.2M Buy
542,512
+10,913
+2% +$623K 0.69% 79
2024
Q3
$30.7M Buy
531,599
+19,248
+4% +$1.05M 0.71% 81
2024
Q2
$25.1M Buy
512,351
+19,415
+4% +$989K 0.64% 82
2024
Q1
$24.2M Buy
492,936
+11,197
+2% +$523K 0.6% 84
2023
Q4
$22.6M Sell
481,739
-13,781
-3% -$615K 0.62% 83
2023
Q3
$22.1M Buy
495,520
+20,236
+4% +$1M 0.67% 81
2023
Q2
$24.6M Buy
475,284
+11,262
+2% +$612K 0.72% 77
2023
Q1
$25.9M Buy
464,022
+24,430
+6% +$1.43M 0.79% 73
2022
Q4
$27M Buy
439,592
+25,130
+6% +$1.58M 0.8% 73
2022
Q3
$28.6M Buy
414,462
+6,443
+2% +$520K 0.96% 53
2022
Q2
$32.6M Buy
408,019
+15,274
+4% +$1.26M 1.04% 49
2022
Q1
$33.4M Buy
392,745
+4,817
+1% +$387K 0.98% 53
2021
Q4
$30.5M Buy
387,928
+10,868
+3% +$818K 0.89% 61
2021
Q3
$27.5M Buy
377,060
+11,205
+3% +$854K 0.88% 67
2021
Q2
$26.9M Buy
365,855
+16,155
+5% +$1.25M 0.84% 74
2021
Q1
$26.6M Buy
349,700
+17,309
+5% +$1.26M 0.84% 67
2020
Q4
$25M Buy
332,391
+13,122
+4% +$1.04M 0.86% 61
2020
Q3
$25.2M Buy
319,269
+5,743
+2% +$451K 0.98% 45
2020
Q2
$25.5M Buy
313,526
+4,619
+1% +$370K 1.04% 40
2020
Q1
$22.3M Buy
308,907
+4,391
+1% +$359K 1.04% 36
2019
Q4
$25.2M Buy
304,516
+2,012
+0.7% +$164K 0.92% 54
2019
Q3
$24.5M Buy
302,504
+1,853
+0.6% +$143K 0.94% 53
2019
Q2
$23.2M Buy
300,651
+7,206
+2% +$549K 0.92% 60
2019
Q1
$22.5M Buy
293,445
+12,127
+4% +$886K 0.95% 56
2018
Q4
$20.1M Sell
281,318
-20,010
-7% -$1.46M 0.94% 54
2018
Q3
$21.2M Buy
301,328
+3,931
+1% +$278K 0.89% 59
2018
Q2
$20.3M Buy
297,397
+13,433
+5% +$875K 0.94% 62
2018
Q1
$19.1M Buy
283,964
+8,370
+3% +$618K 0.91% 66
2017
Q4
$22.3M Buy
275,594
+10,655
+4% +$863K 1.04% 54
2017
Q3
$20.4M Sell
264,939
-540
-0.2% -$42K 1% 63
2017
Q2
$20.3M Buy
265,479
+3,334
+1% +$262K 1.02% 56
2017
Q1
$20.3M Buy
262,145
+4,688
+2% +$355K 1.05% 51
2016
Q4
$19.7M Buy
257,457
+3,375
+1% +$249K 1.05% 51
2016
Q3
$18.9M Buy
254,082
+3,010
+1% +$229K 1.03% 58
2016
Q2
$19.6M Buy
251,072
+1,878
+0.8% +$136K 1.08% 51
2016
Q1
$18.7M Buy
249,194
+705
+0.3% +$49.9K 1.07% 56
2015
Q4
$16.8M Buy
248,489
+3,300
+1% +$228K 1.01% 59
2015
Q3
$17.3M Buy
245,189
+2,210
+0.9% +$155K 1.09% 49
2015
Q2
$16.2M Buy
242,979
+2,800
+1% +$197K 0.96% 61
2015
Q1
$17M Sell
240,179
-470
-0.2% -$34.9K 1.01% 61
2014
Q4
$18.5M Sell
240,649
-17,119
-7% -$1.24M 1.07% 55
2014
Q3
$17.8M Buy
257,768
+600
+0.2% +$41.4K 1.09% 46
2014
Q2
$18.4M Sell
257,168
-366
-0.1% -$25.7K 1.1% 47
2014
Q1
$18.3M Buy
257,534
+1,076
+0.4% +$73.5K 1.14% 45
2013
Q4
$16.6M Sell
256,458
-2,244
-0.9% -$144K 1.07% 51
2013
Q3
$16.2M Sell
258,702
-473
-0.2% -$28.1K 1.12% 44
2013
Q2
$14.7M Buy
+259,175
New +$15.2M 1.04% 60

Other funds holding D

Vaughan David Investments's D Position: Q2 2026 in Review

Vaughan David Investments reduced its Dominion Energy (D) stake by 11% in Q2 2026, selling an estimated $303K and leaving 39,364 shares worth $2.69M. The position accounts for 0.05% of the portfolio, ranked #121.

Vaughan David Investments first reported a position in D in Q2 2013 and has held it in 53 quarters since. The position peaked at $35.5M in Q3 2025. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Vaughan David Investments held 39,364 shares of Dominion Energy worth $2.69M as of Q2 2026.
  • Vaughan David Investments sold 4,663 Dominion Energy shares in Q2 2026, an estimated $303K.
  • Dominion Energy made up 0.05% of Vaughan David Investments's portfolio in Q2 2026, its #121 holding.
  • Vaughan David Investments first reported a position in Dominion Energy in Q2 2013 and has held it in 53 quarters since.
  • Vaughan David Investments's Dominion Energy position peaked at $35.5M in Q3 2025.
  • 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Vaughan David Investments's 13F filing for Q2 2026, filed 11 Aug 2026.