Citizens National Bank Trust Department’s Dominion Energy D Stock Holding History

Citizens National Bank Trust Department’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	$328K	Sell	4,798 -175	-4%	-$11.4K	0.05%	169
2026 Q1	$307K	Hold	4,973	–	–	0.05%	168
2025 Q4	$291K	Hold	4,973	–	–	0.05%	165
2025 Q3	$304K	Hold	4,973	–	–	0.05%	162
2025 Q2	$281K	Hold	4,973	–	–	0.06%	157
2025 Q1	$279K	Hold	4,973	–	–	0.06%	154
2024 Q4	$268K	Hold	4,973	–	–	0.06%	151
2024 Q3	$287K	Hold	4,973	–	–	0.06%	151
2024 Q2	$244K	Sell	4,973 -1,300	-21%	-$66.2K	0.05%	157
2024 Q1	$309K	Sell	6,273 -4,745	-43%	-$222K	0.07%	147
2023 Q4	$518K	Sell	11,018 -1,715	-13%	-$76.6K	0.13%	114
2023 Q3	$569K	Sell	12,733 -4,145	-25%	-$206K	0.16%	105
2023 Q2	$874K	Sell	16,878 -9,405	-36%	-$511K	0.23%	91
2023 Q1	$1.47M	Sell	26,283 -220	-0.8%	-$12.9K	0.41%	72
2022 Q4	$1.63M	Sell	26,503 -1,135	-4%	-$71.3K	0.46%	71
2022 Q3	$1.91M	Sell	27,638 -1,780	-6%	-$144K	0.59%	55
2022 Q2	$2.35M	Buy	29,418 +5,300	+22%	+$438K	0.67%	52
2022 Q1	$1.97M	Buy	24,118 +1,115	+5%	+$89.5K	0.79%	41
2021 Q4	$1.81M	Sell	23,003 -4,810	-17%	-$362K	0.69%	49
2021 Q3	$2.03M	Sell	27,813 -1,625	-6%	-$124K	0.58%	60
2021 Q2	$2.17M	Sell	29,438 -1,775	-6%	-$137K	0.62%	57
2021 Q1	$2.37M	Buy	31,213 +515	+2%	+$37.4K	0.72%	45
2020 Q4	$2.31M	Sell	30,698 -1,590	-5%	-$126K	0.76%	47
2020 Q3	$2.55M	Sell	32,288 -6,565	-17%	-$516K	0.99%	36
2020 Q2	$3.15M	Sell	38,853 -100	-0.3%	-$8.02K	1.35%	26
2020 Q1	$2.81M	Buy	+38,953	New	+$3.18M	1.5%	25

Other funds holding D

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citizens National Bank Trust Department's D Position: Q2 2026 in Review

Citizens National Bank Trust Department reduced its Dominion Energy (D) stake by 3.5% in Q2 2026, selling an estimated $11.4K and leaving 4,798 shares worth $328K. The position accounts for 0.05% of the portfolio, ranked #169.

Citizens National Bank Trust Department first reported a position in D in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.15M in Q2 2020. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

Citizens National Bank Trust Department held 4,798 shares of Dominion Energy worth $328K as of Q2 2026.
Citizens National Bank Trust Department sold 175 Dominion Energy shares in Q2 2026, an estimated $11.4K.
Dominion Energy made up 0.05% of Citizens National Bank Trust Department's portfolio in Q2 2026, its #169 holding.
Citizens National Bank Trust Department first reported a position in Dominion Energy in Q1 2020 and has held it in 26 quarters since.
Citizens National Bank Trust Department's Dominion Energy position peaked at $3.15M in Q2 2020.
1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Citizens National Bank Trust Department's 13F filing for Q2 2026, filed 22 Jul 2026.