Waters Parkerson & Co’s Dominion Energy D Stock Holding History

Waters Parkerson & Co’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	$1.24M	Hold	18,213	–	–	0.06%	98
2026 Q1	$1.13M	Sell	18,213 -113	-0.6%	-$6.98K	0.06%	93
2025 Q4	$1.07M	Hold	18,326	–	–	0.05%	98
2025 Q3	$1.12M	Buy	18,326 +700	+4%	+$41.6K	0.05%	98
2025 Q2	$996K	Hold	17,626	–	–	0.05%	101
2025 Q1	$988K	Hold	17,626	–	–	0.05%	100
2024 Q4	$949K	Hold	17,626	–	–	0.05%	102
2024 Q3	$1.02M	Sell	17,626 -1,100	-6%	-$60.1K	0.05%	96
2024 Q2	$918K	Sell	18,726 -350	-2%	-$17.8K	0.05%	95
2024 Q1	$938K	Sell	19,076 -184	-1%	-$8.6K	0.05%	96
2023 Q4	$905K	Sell	19,260 -166	-0.9%	-$7.41K	0.05%	96
2023 Q3	$868K	Sell	19,426 -100	-0.5%	-$4.96K	0.05%	98
2023 Q2	$1.01M	Sell	19,526 -400	-2%	-$21.7K	0.06%	92
2023 Q1	$1.11M	Buy	19,926 +1,150	+6%	+$67.3K	0.07%	88
2022 Q4	$1.15M	Buy	18,776 +9,564	+104%	+$601K	0.07%	89
2022 Q3	$637K	Sell	9,212 -300	-3%	-$24.2K	0.04%	103
2022 Q2	$759K	Hold	9,512	–	–	0.05%	98
2022 Q1	$808K	Hold	9,512	–	–	0.05%	97
2021 Q4	$747K	Sell	9,512 -11,068	-54%	-$833K	0.04%	104
2021 Q3	$1.5M	Buy	20,580 +350	+2%	+$26.7K	0.09%	83
2021 Q2	$1.49M	Sell	20,230 -158	-0.8%	-$12.2K	0.09%	82
2021 Q1	$1.55M	Buy	20,388 +537	+3%	+$39K	0.1%	76
2020 Q4	$1.49M	Sell	19,851 -443	-2%	-$35.2K	0.1%	77
2020 Q3	$1.6M	Buy	20,294 +141	+0.7%	+$11.1K	0.12%	69
2020 Q2	$1.64M	Sell	20,153 -280	-1%	-$22.5K	0.13%	67
2020 Q1	$1.48M	Buy	20,433 +215	+1%	+$17.6K	0.14%	69
2019 Q4	$1.67M	Buy	20,218 +110	+0.5%	+$8.99K	0.13%	72
2019 Q3	$1.63M	Hold	20,108	–	–	0.13%	72
2019 Q2	$1.55M	Hold	20,108	–	–	0.13%	71
2019 Q1	$1.54M	Sell	20,108 -750	-4%	-$54.8K	0.13%	71
2018 Q4	$1.49M	Hold	20,858	–	–	0.14%	67
2018 Q3	$1.47M	Sell	20,858 -4,328	-17%	-$306K	0.12%	72
2018 Q2	$1.72M	Hold	25,186	–	–	0.15%	67
2018 Q1	$1.7M	Sell	25,186 -5,446	-18%	-$402K	0.15%	66
2017 Q4	$2.48M	Hold	30,632	–	–	0.21%	63
2017 Q3	$2.36M	Buy	30,632 +1,000	+3%	+$77.8K	0.21%	64
2017 Q2	$2.27M	Hold	29,632	–	–	0.21%	66
2017 Q1	$2.3M	Sell	29,632 -496	-2%	-$37.5K	0.22%	63
2016 Q4	$2.31M	Sell	30,128 -304	-1%	-$22.4K	0.23%	62
2016 Q3	$2.26M	Sell	30,432 -400	-1%	-$30.5K	0.23%	63
2016 Q2	$2.4M	Buy	30,832 +5,112	+20%	+$371K	0.26%	62
2016 Q1	$1.93M	Hold	25,720	–	–	0.21%	65
2015 Q4	$1.74M	Hold	25,720	–	–	0.2%	68
2015 Q3	$1.81M	Buy	25,720 +650	+3%	+$45.7K	0.23%	62
2015 Q2	$1.68M	Sell	25,070 -450	-2%	-$31.7K	0.2%	68
2015 Q1	$1.81M	Buy	25,520 +728	+3%	+$54K	0.21%	68
2014 Q4	$1.91M	Sell	24,792 -2,500	-9%	-$181K	0.23%	64
2014 Q3	$1.89M	Buy	27,292 +2,860	+12%	+$197K	0.23%	64
2014 Q2	$1.75M	Hold	24,432	–	–	0.21%	65
2014 Q1	$1.73M	Hold	24,432	–	–	0.21%	65
2013 Q4	$1.58M	Sell	24,432 -536	-2%	-$34.5K	0.19%	67
2013 Q3	$1.56M	Buy	24,968 +11,068	+80%	+$656K	0.21%	66
2013 Q2	$790K	Buy	+13,900	New	+$814K	0.11%	74

Other funds holding D

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Waters Parkerson & Co's D Position: Q2 2026 in Review

Waters Parkerson & Co held its Dominion Energy (D) position steady in Q2 2026 at 18,213 shares worth $1.24M. The position accounts for 0.06% of the portfolio, ranked #98.

Waters Parkerson & Co first reported a position in D in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.48M in Q4 2017. 939 funds tracked by Wall St. Rank hold D as of Q2 2026.

Waters Parkerson & Co held 18,213 shares of Dominion Energy worth $1.24M as of Q2 2026.
Waters Parkerson & Co left its Dominion Energy share count unchanged in Q2 2026.
Dominion Energy made up 0.06% of Waters Parkerson & Co's portfolio in Q2 2026, its #98 holding.
Waters Parkerson & Co first reported a position in Dominion Energy in Q2 2013 and has held it in 53 quarters since.
Waters Parkerson & Co's Dominion Energy position peaked at $2.48M in Q4 2017.
939 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Waters Parkerson & Co's 13F filing for Q2 2026, filed 30 Jul 2026.