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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vontobel Holding's D Position: Q1 2026 in Review

Vontobel Holding increased its Dominion Energy (D) stake by 13% in Q1 2026, buying an estimated $78.3K and bringing the position to 11,355 shares worth $702K. The position accounts for ﹤0.01% of the portfolio, ranked #737.

Vontobel Holding first reported a position in D in Q4 2020 and has held it in 9 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

Vontobel Holding held 11,355 shares of Dominion Energy worth $702K as of Q1 2026.
Vontobel Holding bought 1,268 Dominion Energy shares in Q1 2026, an estimated $78.3K.
Dominion Energy made up ﹤0.01% of Vontobel Holding's portfolio in Q1 2026, its #737 holding.
Vontobel Holding first reported a position in Dominion Energy in Q4 2020 and has held it in 9 quarters since.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.