Waterloo Capital’s Dominion Energy D Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$208K Buy
+3,050
New +$198K 0.01% 543
2023
Q2
– Sell
-5,650
Closed -$316K – 219
2023
Q1
$316K Buy
+5,650
New +$331K 0.1% 128

Other funds holding D

Waterloo Capital's D Position: Q2 2026 in Review

Waterloo Capital opened a new position in Dominion Energy (D) in Q2 2026: 3,050 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #543 among its holdings. This is a return to the name: Waterloo Capital previously reported a position in D as recently as Q1 2023.

Waterloo Capital first reported a position in D in Q1 2023 and has held it in 2 quarters since. The position peaked at $316K in Q1 2023. 1,553 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Waterloo Capital held 3,050 shares of Dominion Energy worth $208K as of Q2 2026.
  • Dominion Energy was a new Waterloo Capital position in Q2 2026.
  • Dominion Energy made up 0.01% of Waterloo Capital's portfolio in Q2 2026, its #543 holding.
  • Waterloo Capital first reported a position in Dominion Energy in Q1 2023 and has held it in 2 quarters since.
  • Waterloo Capital's Dominion Energy position peaked at $316K in Q1 2023.
  • 1,553 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.