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Heritage Trust’s Dominion Energy D Stock Holding History

Heritage Trust’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 		$1.15M Buy
16,895
+1,392
+9% +$90.5K 0.1% 172
2026
Q1 		$958K Buy
15,503
+637
+4% +$39.3K 0.1% 172
2025
Q4 		$871K Buy
14,866
+3,255
+28% +$196K 0.09% 177
2025
Q3 		$710K Buy
11,611
+2,413
+26% +$143K 0.08% 185
2025
Q2 		$520K Sell
9,198
-1,003
-10% -$55K 0.06% 204
2025
Q1 		$572K Sell
10,201
-3
-0% -$165 0.07% 197
2024
Q4 		$550K Buy
+10,204
New +$582K 0.06% 196
2024
Q2 		$339K Buy
6,922
+832
+14% +$42.4K 0.04% 227
2024
Q1 		$300K Sell
6,090
-33
-0.5% -$1.54K 0.04% 233
2023
Q4 		$288K Buy
6,123
+1,248
+26% +$55.7K 0.04% 236
2023
Q3 		$218K Hold
4,875
– – 0.03% 245
2023
Q2 		$252K Buy
4,875
+393
+9% +$21.4K 0.04% 242
2023
Q1 		$251K Buy
+4,482
New +$262K 0.04% 216
2019
Q1 		– Sell
-405
Closed -$29K – 228
2018
Q4 		$29K Buy
405
+150
+59% +$11K 0.01% 232
2018
Q3 		$16K Buy
+255
New +$18.1K 0.01% 283
2017
Q4 		– Sell
-63
Closed -$5K – 405
2017
Q3 		$5K Buy
+63
New +$4.9K ﹤0.01% 323

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

Heritage Trust's D Position: Q2 2026 in Review

Heritage Trust increased its Dominion Energy (D) stake by 9% in Q2 2026, buying an estimated $90.5K and bringing the position to 16,895 shares worth $1.15M. The position accounts for 0.1% of the portfolio, ranked #172.

Heritage Trust first reported a position in D in Q3 2017 and has held it in 16 quarters since. 1,552 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Heritage Trust held 16,895 shares of Dominion Energy worth $1.15M as of Q2 2026.
  • Heritage Trust bought 1,392 Dominion Energy shares in Q2 2026, an estimated $90.5K.
  • Dominion Energy made up 0.1% of Heritage Trust's portfolio in Q2 2026, its #172 holding.
  • Heritage Trust first reported a position in Dominion Energy in Q3 2017 and has held it in 16 quarters since.
  • 1,552 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Heritage Trust's 13F filing for Q2 2026, filed 6 Aug 2026.