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Westwood Holdings Group’s Dominion Energy D Stock Holding History

Westwood Holdings Group’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 		$506K Buy
+7,413
New +$482K ﹤0.01% 448
2024
Q1 		– Sell
-7,338
Closed -$345K – 468
2023
Q4 		$345K Buy
7,338
+70
+1% +$3.13K ﹤0.01% 415
2023
Q3 		$325K Hold
7,268
– – ﹤0.01% 406
2023
Q2 		$376K Sell
7,268
-15
-0.2% -$815 ﹤0.01% 425
2023
Q1 		$407K Buy
+7,283
New +$426K ﹤0.01% 424
2019
Q3 		– Sell
-6,135
Closed -$474K – 479
2019
Q2 		$474K Sell
6,135
-860
-12% -$65.5K 0.01% 396
2019
Q1 		$536K Buy
6,995
+2,205
+46% +$161K 0.01% 347
2018
Q4 		$342K Hold
4,790
– – ﹤0.01% 358
2018
Q3 		$337K Sell
4,790
-1,055
-18% -$74.7K ﹤0.01% 367
2018
Q2 		$399K Buy
5,845
+1,425
+32% +$92.8K ﹤0.01% 378
2018
Q1 		$298K Sell
4,420
-4,412
-50% -$326K ﹤0.01% 384
2017
Q4 		$716K Sell
8,832
-1,267
-13% -$103K 0.01% 338
2017
Q3 		$777K Buy
10,099
+2,330
+30% +$181K 0.01% 329
2017
Q2 		$595K Buy
7,769
+1,674
+27% +$132K ﹤0.01% 345
2017
Q1 		$473K Sell
6,095
-5,705
-48% -$432K ﹤0.01% 345
2016
Q4 		$904K Buy
11,800
+500
+4% +$36.9K 0.01% 350
2016
Q3 		$839K Buy
+11,300
New +$861K 0.01% 363
2015
Q4 		– Sell
-3,800
Closed -$267K – 380
2015
Q3 		$267K Buy
+3,800
New +$267K ﹤0.01% 368
2014
Q1 		– Sell
-43,500
Closed -$2.81M – 311
2013
Q4 		$2.81M Hold
43,500
– – 0.02% 246
2013
Q3 		$2.72M Sell
43,500
-1,300
-3% -$77.1K 0.02% 260
2013
Q2 		$2.55M Buy
+44,800
New +$2.62M 0.02% 261

Other funds holding D

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

Westwood Holdings Group's D Position: Q2 2026 in Review

Westwood Holdings Group opened a new position in Dominion Energy (D) in Q2 2026: 7,413 shares worth $506K. The stake represents ﹤0.01% of the portfolio and ranks #448 among its holdings. This is a return to the name: Westwood Holdings Group previously reported a position in D as recently as Q4 2023.

Westwood Holdings Group first reported a position in D in Q2 2013 and has held it in 21 quarters since. The position peaked at $2.81M in Q4 2013. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Westwood Holdings Group held 7,413 shares of Dominion Energy worth $506K as of Q2 2026.
  • Dominion Energy was a new Westwood Holdings Group position in Q2 2026.
  • Dominion Energy made up ﹤0.01% of Westwood Holdings Group's portfolio in Q2 2026, its #448 holding.
  • Westwood Holdings Group first reported a position in Dominion Energy in Q2 2013 and has held it in 21 quarters since.
  • Westwood Holdings Group's Dominion Energy position peaked at $2.81M in Q4 2013.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.