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

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Virtus Investment Advisers's D Position: Q4 2025 in Review

Virtus Investment Advisers sold out of Dominion Energy (D) in Q4 2025, closing a stake of 2,886 shares — an estimated $177K sold.

Virtus Investment Advisers first reported a position in D in Q3 2016 and held it in 11 quarters. The position peaked at $8.51M in Q3 2016. 1,451 funds tracked by Wall St. Rank hold D as of Q4 2025.

Virtus Investment Advisers reported no remaining Dominion Energy position as of Q4 2025 after selling out during the quarter.
Virtus Investment Advisers sold 2,886 Dominion Energy shares in Q4 2025, an estimated $177K.
Virtus Investment Advisers first reported a position in Dominion Energy in Q3 2016 and held it in 11 quarters.
Virtus Investment Advisers's Dominion Energy position peaked at $8.51M in Q3 2016.
1,451 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2025.

Based on Virtus Investment Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.