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Forum Financial Management’s Dominion Energy D Stock Holding History

Forum Financial Management’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 		$497K Buy
7,271
+123
+2% +$8K 0.01% 214
2026
Q1 		$442K Buy
7,148
+423
+6% +$26.1K 0.01% 214
2025
Q4 		$394K Buy
6,725
+1,151
+21% +$69.3K 0.01% 609
2025
Q3 		$341K Buy
5,574
+502
+10% +$29.8K ﹤0.01% 666
2025
Q2 		$287K Buy
5,072
+1,118
+28% +$61.3K ﹤0.01% 699
2025
Q1 		$222K Sell
3,954
-10
-0.3% -$550 ﹤0.01% 764
2024
Q4 		$214K Buy
3,964
+119
+3% +$6.79K ﹤0.01% 816
2024
Q3 		$222K Buy
+3,845
New +$210K ﹤0.01% 669
2024
Q2 		– Sell
-4,511
Closed -$222K – 734
2024
Q1 		$222K Buy
+4,511
New +$211K ﹤0.01% 652
2023
Q4 		– Sell
-4,707
Closed -$210K – 696
2023
Q3 		$210K Sell
4,707
-102
-2% -$5.06K ﹤0.01% 575
2023
Q2 		$249K Buy
4,809
+17
+0.4% +$924 0.01% 504
2023
Q1 		$268K Buy
4,792
+9
+0.2% +$527 0.01% 441
2022
Q4 		$293K Sell
4,783
-181
-4% -$11.4K 0.01% 402
2022
Q3 		$343K Sell
4,964
-31
-0.6% -$2.5K 0.02% 310
2022
Q2 		$399K Buy
4,995
+44
+0.9% +$3.63K 0.02% 281
2022
Q1 		$420K Buy
4,951
+5
+0.1% +$402 0.02% 282
2021
Q4 		$389K Buy
+4,946
New +$372K 0.02% 318

Other funds holding D

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Forum Financial Management's D Position: Q2 2026 in Review

Forum Financial Management increased its Dominion Energy (D) stake by 1.7% in Q2 2026, buying an estimated $8K and bringing the position to 7,271 shares worth $497K. The position accounts for 0.01% of the portfolio, ranked #214.

Forum Financial Management first reported a position in D in Q4 2021 and has held it in 17 quarters since. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Forum Financial Management held 7,271 shares of Dominion Energy worth $497K as of Q2 2026.
  • Forum Financial Management bought 123 Dominion Energy shares in Q2 2026, an estimated $8K.
  • Dominion Energy made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #214 holding.
  • Forum Financial Management first reported a position in Dominion Energy in Q4 2021 and has held it in 17 quarters since.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.