West Family Investments’s Dominion Energy D Stock Holding History

West Family Investments’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	–	Sell	-3,370	Closed	-$208K	–	474
2026 Q1	$208K	Sell	3,370 -158	-4%	-$9.76K	0.07%	241
2025 Q4	$207K	Hold	3,528	–	–	0.05%	332
2025 Q3	$216K	Buy	+3,528	New	+$210K	0.05%	337
2024 Q4	–	Sell	-3,528	Closed	-$204K	–	293
2024 Q3	$204K	Buy	+3,528	New	+$193K	0.07%	272
2024 Q1	–	Sell	-8,455	Closed	-$397K	–	263
2023 Q4	$397K	Buy	8,455 +169	+2%	+$7.54K	0.13%	123
2023 Q3	$370K	Buy	+8,286	New	+$411K	0.13%	125
2023 Q2	–	Sell	-10,676	Closed	-$597K	–	240
2023 Q1	$597K	Buy	+10,676	New	+$625K	0.24%	81
2022 Q4	–	Sell	-8,275	Closed	-$572K	–	248
2022 Q3	$572K	Buy	8,275 +1,178	+17%	+$95.1K	0.24%	89
2022 Q2	$566K	Buy	7,097 +283	+4%	+$23.4K	0.22%	85
2022 Q1	$579K	Buy	6,814 +92	+1%	+$7.39K	0.16%	97
2021 Q4	$528K	Buy	+6,722	New	+$506K	0.14%	116
2021 Q3	–	Sell	-6,034	Closed	-$444K	–	353
2021 Q2	$444K	Buy	+6,034	New	+$466K	0.12%	153

Other funds holding D

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

West Family Investments's D Position: Q2 2026 in Review

West Family Investments sold out of Dominion Energy (D) in Q2 2026, closing a stake of 3,370 shares — an estimated $208K sold.

West Family Investments first reported a position in D in Q2 2021 and held it in 12 quarters. The position peaked at $597K in Q1 2023. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

West Family Investments reported no remaining Dominion Energy position as of Q2 2026 after selling out during the quarter.
West Family Investments sold 3,370 Dominion Energy shares in Q2 2026, an estimated $208K.
West Family Investments first reported a position in Dominion Energy in Q2 2021 and held it in 12 quarters.
West Family Investments's Dominion Energy position peaked at $597K in Q1 2023.
1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.