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Yaupon Capital Management’s Dominion Energy D Stock Holding History

Yaupon Capital Management’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
2025
Q1 		– Sell
-307,757
Closed -$16.9M – 101
2024
Q4 		$16.6M Sell
307,757
-103,216
-25% -$5.89M 0.68% 52
2024
Q3 		$23.8M Sell
410,973
-114,864
-22% -$6.28M 1.29% 29
2024
Q2 		$25.8M Buy
525,837
+21,400
+4% +$1.09M 1.3% 25
2024
Q1 		$24.8M Buy
+504,437
New +$23.6M 1.25% 23
2023
Q4 		– Sell
-281,633
Closed -$12.6M – 114
2023
Q3 		$12.6M Sell
281,633
-145,409
-34% -$7.22M 1.17% 38
2023
Q2 		$22.1M Sell
427,042
-198,058
-32% -$10.8M 2.82% 11
2023
Q1 		$34.9M Buy
+625,100
New +$36.6M 4.21% 4
2022
Q2 		– Sell
-42,100
Closed -$3.58M – 80
2022
Q1 		$3.58M Sell
42,100
-13,669
-25% -$1.1M 1.94% 21
2021
Q4 		$4.38M Buy
55,769
+31,969
+134% +$2.41M 2.46% 17
2021
Q3 		$1.74M Sell
23,800
-44,100
-65% -$3.36M 1.02% 35
2021
Q2 		$5M Buy
+67,900
New +$5.24M 2.76% 16
2019
Q4 		– Sell
-61,000
Closed -$4.94M – 35
2019
Q3 		$4.94M Buy
+61,000
New +$4.72M 3.35% 12

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Yaupon Capital Management's D Position: Q1 2025 in Review

Yaupon Capital Management sold out of Dominion Energy (D) in Q1 2025, closing a stake of 307,757 shares — an estimated $16.9M sold.

Yaupon Capital Management first reported a position in D in Q3 2019 and held it in 12 quarters. The position peaked at $34.9M in Q1 2023. 1,403 funds tracked by Wall St. Rank hold D as of Q1 2025.

  • Yaupon Capital Management reported no remaining Dominion Energy position as of Q1 2025 after selling out during the quarter.
  • Yaupon Capital Management sold 307,757 Dominion Energy shares in Q1 2025, an estimated $16.9M.
  • Yaupon Capital Management first reported a position in Dominion Energy in Q3 2019 and held it in 12 quarters.
  • Yaupon Capital Management's Dominion Energy position peaked at $34.9M in Q1 2023.
  • 1,403 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2025.

Based on Yaupon Capital Management's 13F filing for Q1 2025, filed 15 May 2025.