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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
2024
Q2 		– Sell
-200,000
Closed -$9.84M – 109
2024
Q1 		$9.84M Buy
+200,000
New +$9.34M 0.5% 62
2023
Q4 		– Sell
-400,000
Closed -$17.9M – 113
2023
Q3 		$17.9M Buy
400,000
+150,000
+60% +$7.45M 1.65% 15
2023
Q2 		$12.9M Buy
+250,000
New +$13.6M 1.65% 24

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 $315B AUM 27.84% 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. 1,404 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.
  • 1,404 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.