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West Branch Capital’s Dominion Energy D Stock Holding History

West Branch Capital’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 		$410 Hold
6
– – ﹤0.01% 325
2026
Q1 		$371 Hold
6
– – ﹤0.01% 347
2025
Q4 		$352 Hold
6
– – ﹤0.01% 385
2025
Q3 		$368 Hold
6
– – ﹤0.01% 416
2025
Q2 		$340 Hold
6
– – ﹤0.01% 434
2025
Q1 		$337 Hold
6
– – ﹤0.01% 456
2024
Q4 		$324 Hold
6
– – ﹤0.01% 453
2024
Q3 		$347 Buy
+6
New +$328 ﹤0.01% 436
2023
Q4 		– Sell
-495
Closed -$22.1K – 447
2023
Q3 		$22.1K Sell
495
-251
-34% -$12.5K 0.01% 214
2023
Q2 		$38.6K Hold
746
– – 0.02% 181
2023
Q1 		$41.7K Hold
746
– – 0.02% 181
2022
Q4 		$45.7K Sell
746
-101
-12% -$6.34K 0.03% 172
2022
Q3 		$59K Sell
847
-189
-18% -$15.3K 0.04% 156
2022
Q2 		$83K Buy
1,036
+2
+0.2% +$165 0.05% 134
2022
Q1 		$88K Sell
1,034
-9
-0.9% -$723 0.04% 140
2021
Q4 		$82K Sell
1,043
-95
-8% -$7.15K 0.03% 159
2021
Q3 		$83K Buy
1,138
+3
+0.3% +$229 0.04% 150
2021
Q2 		$83K Buy
+1,135
New +$87.6K 0.04% 154
2020
Q3 		– Sell
-4,713
Closed -$383K – 85
2020
Q2 		$383K Sell
4,713
-6,488
-58% -$520K 0.27% 61
2020
Q1 		$809K Sell
11,201
-1,165
-9% -$95.1K 0.77% 36
2019
Q4 		$1.02M Sell
12,366
-9,175
-43% -$750K 0.71% 39
2019
Q3 		$1.75M Buy
21,541
+10,830
+101% +$838K 1.29% 21
2019
Q2 		$828K Buy
10,711
+2,139
+25% +$163K 0.68% 39
2019
Q1 		$657K Buy
+8,572
New +$626K 0.59% 43

Other funds holding D

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

West Branch Capital's D Position: Q2 2026 in Review

West Branch Capital held its Dominion Energy (D) position steady in Q2 2026 at 6 shares worth $410. The position accounts for ﹤0.01% of the portfolio, ranked #325.

West Branch Capital first reported a position in D in Q1 2019 and has held it in 24 quarters since. The position peaked at $1.75M in Q3 2019. 654 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • West Branch Capital held 6 shares of Dominion Energy worth $410 as of Q2 2026.
  • West Branch Capital left its Dominion Energy share count unchanged in Q2 2026.
  • Dominion Energy made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #325 holding.
  • West Branch Capital first reported a position in Dominion Energy in Q1 2019 and has held it in 24 quarters since.
  • West Branch Capital's Dominion Energy position peaked at $1.75M in Q3 2019.
  • 654 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.