VIA
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Virtus Investment Advisers’s Dominion Energy D Stock Holding History

Virtus Investment Advisers’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
Q4 		– Sell
-2,886
Closed -$177K – 488
2025
Q3 		$177K Sell
2,886
-278
-9% -$16.5K 0.05% 295
2025
Q2 		$179K Buy
3,164
+371
+13% +$20.3K 0.06% 245
2025
Q1 		$157K Buy
+2,793
New +$154K 0.04% 316
2023
Q2 		– Sell
-2,546
Closed -$142K – 273
2023
Q1 		$142K Hold
2,546
– – 0.1% 219
2022
Q4 		$156K Hold
2,546
– – 0.1% 222
2022
Q3 		$176K Buy
+2,546
New +$206K 0.08% 219
2017
Q4 		– Sell
-37,846
Closed -$2.91M – 510
2017
Q3 		$2.91M Sell
37,846
-5,619
-13% -$437K 0.31% 117
2017
Q2 		$3.33M Buy
43,465
+27,337
+170% +$2.15M 0.33% 105
2017
Q1 		$1.25M Sell
16,128
-39,680
-71% -$3M 0.11% 213
2016
Q4 		$4.27M Sell
55,808
-58,809
-51% -$4.33M 0.33% 104
2016
Q3 		$8.51M Buy
+114,617
New +$8.73M 0.54% 46

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State Street
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Wellington Management Group
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return