Vista Investment Partners’s Dominion Energy D Stock Holding History

Vista Investment Partners’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	–	Sell	-11,596	Closed	-$717K	–	175
2026 Q1	$717K	Buy	11,596 +6	+0.1%	+$371	0.19%	99
2025 Q4	$679K	Sell	11,590 -22	-0.2%	-$1.32K	0.18%	105
2025 Q3	$710K	Sell	11,612 -30	-0.3%	-$1.78K	0.2%	98
2025 Q2	$658K	Sell	11,642 -62	-0.5%	-$3.4K	0.19%	93
2025 Q1	$656K	Sell	11,704 -1,426	-11%	-$78.4K	0.2%	96
2024 Q4	$707K	Sell	13,130 -90	-0.7%	-$5.13K	0.22%	93
2024 Q3	$764K	Sell	13,220 -55	-0.4%	-$3K	0.24%	85
2024 Q2	$650K	Buy	+13,275	New	+$676K	0.22%	95

Other funds holding D

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Vista Investment Partners sold out of Dominion Energy (D) in Q2 2026, closing a stake of 11,596 shares — an estimated $717K sold.

Vista Investment Partners first reported a position in D in Q2 2024 and held it in 8 quarters. The position peaked at $764K in Q3 2024. 440 funds tracked by Wall St. Rank hold D as of Q2 2026.

Vista Investment Partners reported no remaining Dominion Energy position as of Q2 2026 after selling out during the quarter.
Vista Investment Partners sold 11,596 Dominion Energy shares in Q2 2026, an estimated $717K.
Vista Investment Partners first reported a position in Dominion Energy in Q2 2024 and held it in 8 quarters.
Vista Investment Partners's Dominion Energy position peaked at $764K in Q3 2024.
440 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Vista Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.