Vontobel Holding
D icon

Vontobel Holding’s Dominion Energy D Stock Holding History

Vontobel Holding’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 		$739K Sell
10,823
-532
-5% -$34.6K ﹤0.01% 915
2026
Q1 		$702K Buy
11,355
+1,268
+13% +$78.3K ﹤0.01% 737
2025
Q4 		$591K Sell
10,087
-106
-1% -$6.39K ﹤0.01% 937
2025
Q3 		$624K Buy
+10,193
New +$606K ﹤0.01% 871
2025
Q1 		– Sell
-7,969
Closed -$429K – 1104
2024
Q4 		$429K Buy
7,969
+1,235
+18% +$70.5K ﹤0.01% 835
2024
Q3 		$389K Buy
+6,734
New +$368K ﹤0.01% 852
2021
Q4 		– Sell
-7,357
Closed -$537K – 1082
2021
Q3 		$537K Hold
7,357
– – ﹤0.01% 771
2021
Q2 		$541K Sell
7,357
-601
-8% -$46.4K ﹤0.01% 736
2021
Q1 		$604K Buy
7,958
+949
+14% +$68.9K ﹤0.01% 627
2020
Q4 		$518K Buy
+7,009
New +$557K ﹤0.01% 647

Other funds holding D

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vontobel Holding's D Position: Q2 2026 in Review

Vontobel Holding reduced its Dominion Energy (D) stake by 4.7% in Q2 2026, selling an estimated $34.6K and leaving 10,823 shares worth $739K. The position accounts for ﹤0.01% of the portfolio, ranked #915.

Vontobel Holding first reported a position in D in Q4 2020 and has held it in 10 quarters since. 1,552 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Vontobel Holding held 10,823 shares of Dominion Energy worth $739K as of Q2 2026.
  • Vontobel Holding sold 532 Dominion Energy shares in Q2 2026, an estimated $34.6K.
  • Dominion Energy made up ﹤0.01% of Vontobel Holding's portfolio in Q2 2026, its #915 holding.
  • Vontobel Holding first reported a position in Dominion Energy in Q4 2020 and has held it in 10 quarters since.
  • 1,552 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.