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 Q3	$683K	Buy	11,282 +459	+4%	+$30.8K	﹤0.01%	958
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Vontobel Holding's D Position: Q3 2026 in Review

Vontobel Holding increased its Dominion Energy (D) stake by 4.2% in Q3 2026, buying an estimated $30.8K and bringing the position to 11,282 shares worth $683K. The position accounts for ﹤0.01% of the portfolio, ranked #958.

Vontobel Holding first reported a position in D in Q4 2020 and has held it in 11 quarters since. The position peaked at $739K in Q2 2026. 922 funds tracked by Wall St. Rank hold D as of Q3 2026.

Vontobel Holding held 11,282 shares of Dominion Energy worth $683K as of Q3 2026.
Vontobel Holding bought 459 Dominion Energy shares in Q3 2026, an estimated $30.8K.
Dominion Energy made up ﹤0.01% of Vontobel Holding's portfolio in Q3 2026, its #958 holding.
Vontobel Holding first reported a position in Dominion Energy in Q4 2020 and has held it in 11 quarters since.
Vontobel Holding's Dominion Energy position peaked at $739K in Q2 2026.
922 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.