Culbertson A N & Co’s Dominion Energy D Stock Holding History

Culbertson A N & Co’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	$2.47M	Sell	36,229 -2,040	-5%	-$133K	0.29%	69
2026 Q1	$2.37M	Buy	38,269 +6,264	+20%	+$387K	0.31%	70
2025 Q4	$1.88M	Buy	32,005 +16,493	+106%	+$994K	0.26%	73
2025 Q3	$949K	Buy	15,512 +345	+2%	+$20.5K	0.13%	92
2025 Q2	$857K	Sell	15,167 -183	-1%	-$10K	0.13%	93
2025 Q1	$861K	Sell	15,350 -232	-1%	-$12.8K	0.14%	93
2024 Q4	$839K	Sell	15,582 -2,054	-12%	-$117K	0.13%	95
2024 Q3	$1.02M	Sell	17,636 -1,996	-10%	-$109K	0.16%	89
2024 Q2	$962K	Sell	19,632 -841	-4%	-$42.8K	0.17%	87
2024 Q1	$1.01M	Sell	20,473 -2,200	-10%	-$103K	0.17%	86
2023 Q4	$1.07M	Sell	22,673 -662	-3%	-$29.6K	0.2%	84
2023 Q3	$1.04M	Buy	23,335 +200	+0.9%	+$9.93K	0.21%	83
2023 Q2	$1.2M	Sell	23,135 -99	-0.4%	-$5.38K	0.23%	80
2023 Q1	$1.3M	Buy	23,234 +2,458	+12%	+$144K	0.27%	78
2022 Q4	$1.27M	Buy	20,776 +348	+2%	+$21.9K	0.27%	76
2022 Q3	$1.41M	Sell	20,428 -2,400	-11%	-$194K	0.33%	70
2022 Q2	$1.82M	Hold	22,828	–	–	0.39%	66
2022 Q1	$1.94M	Hold	22,828	–	–	0.37%	68
2021 Q4	$1.79M	Buy	22,828 +2,250	+11%	+$169K	0.34%	71
2021 Q3	$1.5M	Sell	20,578 -536	-3%	-$40.9K	0.31%	73
2021 Q2	$1.55M	Sell	21,114 -532	-2%	-$41.1K	0.32%	73
2021 Q1	$1.64M	Sell	21,646 -1,750	-7%	-$127K	0.36%	67
2020 Q4	$1.76M	Buy	23,396 +1,138	+5%	+$90.4K	0.42%	60
2020 Q3	$1.76M	Sell	22,258 -1,784	-7%	-$140K	0.46%	59
2020 Q2	$1.95M	Hold	24,042	–	–	0.54%	58
2020 Q1	$1.74M	Buy	24,042 +160	+0.7%	+$13.1K	0.56%	54
2019 Q4	$1.98M	Sell	23,882 -529	-2%	-$43.2K	0.51%	59
2019 Q3	$1.98M	Sell	24,411 -529	-2%	-$40.9K	0.54%	58
2019 Q2	$1.93M	Hold	24,940	–	–	0.54%	57
2019 Q1	$1.91M	Buy	24,940 +154	+0.6%	+$11.2K	0.55%	55
2018 Q4	$1.77M	Sell	24,786 -434	-2%	-$31.7K	0.56%	54
2018 Q3	$1.77M	Sell	25,220 -1,676	-6%	-$119K	0.48%	60
2018 Q2	$1.83M	Buy	26,896 +152	+0.6%	+$9.9K	0.55%	57
2018 Q1	$1.8M	Sell	26,744 -1,175	-4%	-$86.8K	0.54%	60
2017 Q4	$2.26M	Sell	27,919 -300	-1%	-$24.3K	0.64%	49
2017 Q3	$2.17M	Sell	28,219 -150	-0.5%	-$11.7K	0.66%	50
2017 Q2	$2.17M	Sell	28,369 -490	-2%	-$38.5K	0.69%	47
2017 Q1	$2.24M	Sell	28,859 -541	-2%	-$40.9K	0.73%	44
2016 Q4	$2.25M	Sell	29,400 -240	-0.8%	-$17.7K	0.77%	43
2016 Q3	$2.2M	Buy	29,640 +1,055	+4%	+$80.4K	0.78%	42
2016 Q2	$2.23M	Buy	28,585 +120	+0.4%	+$8.71K	0.82%	42
2016 Q1	$2.14M	Hold	28,465	–	–	0.83%	41
2015 Q4	$1.93M	Buy	28,465 +1,190	+4%	+$82.2K	0.76%	44
2015 Q3	$1.92M	Hold	27,275	–	–	0.81%	43
2015 Q2	$1.82M	Sell	27,275 -80	-0.3%	-$5.63K	0.71%	45
2015 Q1	$1.94M	Sell	27,355 -120	-0.4%	-$8.9K	0.77%	45
2014 Q4	$2.11M	Sell	27,475 -845	-3%	-$61.2K	0.87%	44
2014 Q3	$1.96M	Hold	28,320	–	–	0.84%	46
2014 Q2	$2.02M	Sell	28,320 -1,225	-4%	-$85.9K	0.88%	46
2014 Q1	$2.1M	Buy	29,545 +142	+0.5%	+$9.7K	0.98%	45
2013 Q4	$1.9M	Sell	29,403 -223	-0.8%	-$14.4K	0.93%	44
2013 Q3	$1.85M	Buy	29,626 +1,089	+4%	+$64.6K	0.99%	43
2013 Q2	$1.62M	Buy	+28,537	New	+$1.67M	0.91%	48

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

Culbertson A N & Co's D Position: Q2 2026 in Review

Culbertson A N & Co reduced its Dominion Energy (D) stake by 5.3% in Q2 2026, selling an estimated $133K and leaving 36,229 shares worth $2.47M. The position accounts for 0.29% of the portfolio, ranked #69.

Culbertson A N & Co first reported a position in D in Q2 2013 and has held it in 53 quarters since. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

Culbertson A N & Co held 36,229 shares of Dominion Energy worth $2.47M as of Q2 2026.
Culbertson A N & Co sold 2,040 Dominion Energy shares in Q2 2026, an estimated $133K.
Dominion Energy made up 0.29% of Culbertson A N & Co's portfolio in Q2 2026, its #69 holding.
Culbertson A N & Co first reported a position in Dominion Energy in Q2 2013 and has held it in 53 quarters since.
1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Culbertson A N & Co's 13F filing for Q2 2026, filed 29 Jul 2026.