GODSEY & GIBB, INC D — DOMINION RESOURCES COM

Ownership history in GODSEY & GIBB, INC  ·  99 quarters on record

AI Ownership Summary

GODSEY & GIBB, INC reported DOMINION RESOURCES COM (D) in 99 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 2.17% in 2026 Q2. The latest visible filing shows D at 1.90% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this D ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GODSEY & GIBB, INC's position in DOMINION RESOURCES COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

D was reported at 1.90% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.17% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

D stock page GODSEY & GIBB, INC fund profile GODSEY & GIBB, INC full holdings
How GODSEY & GIBB, INC held D — position size vs. price
% of Fund (quarterly)    D price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 381,700 -5,455 -1.4% 1.90% $23.1M 2026-10-14 $62.80
2026 Q2 REDUCED — — — 387,155 -4,778 -1.2% 2.17% $26.4M 2026-07-13 $70.09
2026 Q1 ADDED — — — 391,933 +4,409 +1.1% 2.11% $24.2M 2026-04-20 $60.99
2025 Q4 ADDED — — — 387,524 +3,295 +0.9% 2.04% $22.7M 2026-01-27 $59.29
2025 Q3 ADDED — — — 384,229 +1,295 +0.3% 2.07% $23.5M 2025-10-24 $58.56
2025 Q2 ADDED — — — 382,934 +1,260 +0.3% 2.02% $21.6M 2025-07-23 $55.27
2025 Q1 ADDED — — — 381,674 +12,853 +3.5% 2.10% $21.4M 2025-04-11 $49.41
2024 Q4 ADDED — — — 368,821 +3,732 +1.0% 1.98% $19.9M 2025-01-14 $49.70
2024 Q3 REDUCED — — — 365,089 -2,130 -0.6% 2.02% $21.1M 2024-10-18 $54.85
2024 Q2 ADDED — — — 367,219 +9,730 +2.7% 1.86% $18.0M 2024-07-23 $45.87
89 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding D

As of 2026 Q3 — sorted by position size

Ausbil Investment Management Ltd 3Y 2.07% Robinson Value Management, Ltd. 3Y 7Y 1.99% VIRGINIA WEALTH MANAGEMENT GROUP, INC. 3Y 1.73% Robbins Farley 3Y 1.7% Canal Insurance CO 3Y 7Y 1.56% Gilman Hill Asset Management, LLC 3Y 7Y 1.43% ADVOCATE GROUP LLC 3Y 1.11% Blue Capital, Inc. 1.06% Slocum, Gordon & Co LLP 0.98% TOTH FINANCIAL ADVISORY CORP 3Y 7Y 0.97%

FAQ About GODSEY & GIBB, INC and D

These are the practical questions this page is built to answer before you even open the full history table.

How long has GODSEY & GIBB, INC reported owning D?

GODSEY & GIBB, INC reported D across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported D position in GODSEY & GIBB, INC's portfolio?

The largest reported portfolio weight for D was 2.17% in 2026 Q2.

What is the latest reported D position on this page?

The most recent filing on this page is 2026 Q3, when GODSEY & GIBB, INC reported 381,700 shares, equal to 1.90% of portfolio, with an estimated market value of $23.1M.

What does the chart on this D ownership page compare?

The chart compares GODSEY & GIBB, INC's quarterly D portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GODSEY & GIBB, INC time their D position?

Based on 13F filing dates vs. subsequent D price moves, GODSEY & GIBB, INC correctly timed 44 out of 94 reported position changes (47%). The annualised alpha on D relative to SPY over the holding period was -0.4%.

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