D — DOMINION ENERGY INC

Ownership history in Optas, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Optas, LLC reported a position in DOMINION ENERGY INC (D). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.17% (2020 Q3)
Avg. % of fund
0.1%
First filed
2020 Q2
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 6,048 +140 +2.4% 0.06% $370K $59.85
2025 Q2 ADDED 5,908 +2,906 +96.8% 0.06% $334K $54.67
2020 Q4 REDUCED 3,002 -4,072 -57.6% 0.07% $226K $59.72
2020 Q3 ADDED 7,074 +3,537 +100.0% 0.17% $558K $62.20
2020 Q2 INITIATED 3,537 — — 0.12% $287K $63.21
% of Fund (quarterly)    D price (monthly, adj. close)

Other funds also holding D

As of 2025 Q4 — sorted by position size

Hamilton Wealth, LLC 3Y 7Y 5.11% GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 3Y 2.68% Carson Advisory Inc. 3Y 2.28% Robinson Value Management, Ltd. 3Y 7Y 2.21% ANTIPODES PARTNERS Ltd 3Y 7Y 2.19% HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 3Y 7Y 2.05% GODSEY & GIBB, INC 3Y 7Y 2.04% Magellan Asset Management Ltd 3Y 7Y 2.01% VIRGINIA WEALTH MANAGEMENT GROUP, INC. 3Y 1.88% THOMPSON SIEGEL & WALMSLEY LLC 3Y 7Y 1.68%
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