Forum Finance Group’s Dominion Energy D Stock Holding History

Forum Finance Group’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	–	Sell	-50	Closed	-$3K	–	349
2026 Q1	$3K	Buy	+50	New	+$3.09K	﹤0.01%	301

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

Forum Finance Group's D Position: Q2 2026 in Review

Forum Finance Group sold out of Dominion Energy (D) in Q2 2026, closing a stake of 50 shares — an estimated $3K sold.

Forum Finance Group first reported a position in D in Q1 2026 and held it in 1 quarter. The position peaked at $3K in Q1 2026. 1,544 funds tracked by Wall St. Rank hold D as of Q2 2026.

Forum Finance Group reported no remaining Dominion Energy position as of Q2 2026 after selling out during the quarter.
Forum Finance Group sold 50 Dominion Energy shares in Q2 2026, an estimated $3K.
Forum Finance Group first reported a position in Dominion Energy in Q1 2026 and held it in 1 quarter.
Forum Finance Group's Dominion Energy position peaked at $3K in Q1 2026.
1,544 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.