WI
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Westbourne Investments’s Dominion Energy D Stock Holding History

Westbourne 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
-5,202
Closed -$322K – 154
2026
Q1 		$322K Buy
5,202
+1,100
+27% +$67.9K 0.15% 108
2025
Q4 		$240K Buy
+4,102
New +$247K 0.11% 122
2025
Q3 		– Sell
-4,790
Closed -$271K – 138
2025
Q2 		$271K Sell
4,790
-2,550
-35% -$140K 0.14% 114
2025
Q1 		$412K Buy
+7,340
New +$404K 0.25% 84

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Westbourne Investments's D Position: Q2 2026 in Review

Westbourne Investments sold out of Dominion Energy (D) in Q2 2026, closing a stake of 5,202 shares — an estimated $322K sold.

Westbourne Investments first reported a position in D in Q1 2025 and held it in 4 quarters. The position peaked at $412K in Q1 2025. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Westbourne Investments reported no remaining Dominion Energy position as of Q2 2026 after selling out during the quarter.
  • Westbourne Investments sold 5,202 Dominion Energy shares in Q2 2026, an estimated $322K.
  • Westbourne Investments first reported a position in Dominion Energy in Q1 2025 and held it in 4 quarters.
  • Westbourne Investments's Dominion Energy position peaked at $412K in Q1 2025.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Westbourne Investments's 13F filing for Q2 2026, filed 11 Aug 2026.