Vista Investment Management’s Dominion Energy D Stock Holding History

Vista Investment Management’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	$506K	Hold	7,406	–	–	0.15%	122
2026 Q1	$458K	Hold	7,406	–	–	0.15%	124
2025 Q4	$434K	Sell	7,406 -7,400	-50%	-$446K	0.14%	124
2025 Q3	$906K	Hold	14,806	–	–	0.32%	91
2025 Q2	$837K	Hold	14,806	–	–	0.31%	94
2025 Q1	$830K	Hold	14,806	–	–	0.32%	92
2024 Q4	$797K	Hold	14,806	–	–	0.3%	96
2024 Q3	$856K	Hold	14,806	–	–	0.32%	89
2024 Q2	$725K	Hold	14,806	–	–	0.29%	95
2024 Q1	$728K	Buy	+14,806	New	+$692K	0.3%	95

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

Vista Investment Management's D Position: Q2 2026 in Review

Vista Investment Management held its Dominion Energy (D) position steady in Q2 2026 at 7,406 shares worth $506K. The position accounts for 0.15% of the portfolio, ranked #122.

Vista Investment Management first reported a position in D in Q1 2024 and has held it in 10 quarters since. The position peaked at $906K in Q3 2025. 1,553 funds tracked by Wall St. Rank hold D as of Q2 2026.

Vista Investment Management held 7,406 shares of Dominion Energy worth $506K as of Q2 2026.
Vista Investment Management left its Dominion Energy share count unchanged in Q2 2026.
Dominion Energy made up 0.15% of Vista Investment Management's portfolio in Q2 2026, its #122 holding.
Vista Investment Management first reported a position in Dominion Energy in Q1 2024 and has held it in 10 quarters since.
Vista Investment Management's Dominion Energy position peaked at $906K in Q3 2025.
1,553 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Vista Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.