Herold Advisors’s Dominion Energy D Stock Holding History

Herold Advisors’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	$274K	Hold	4,023	–	–	0.05%	236
2026 Q1	$249K	Buy	4,023 +23	+0.6%	+$1.42K	0.05%	229
2025 Q4	$234K	Sell	4,000 -300	-7%	-$18.1K	0.05%	229
2025 Q3	$263K	Sell	4,300 -460	-10%	-$27.3K	0.06%	215
2025 Q2	$269K	Hold	4,760	–	–	0.06%	258
2025 Q1	$267K	Sell	4,760 -153	-3%	-$8.41K	0.06%	237
2024 Q4	$265K	Buy	4,913 +153	+3%	+$8.73K	0.06%	237
2024 Q3	$275K	Buy	+4,760	New	+$260K	0.06%	229
2024 Q2	–	Sell	-4,735	Closed	-$233K	–	268
2024 Q1	$233K	Buy	+4,735	New	+$221K	0.06%	239
2023 Q3	–	Sell	-4,185	Closed	-$217K	–	250
2023 Q2	$217K	Buy	4,185 +225	+6%	+$12.2K	0.07%	228
2023 Q1	$221K	Buy	+3,960	New	+$232K	0.08%	211
2022 Q2	–	Sell	-2,000	Closed	-$170K	–	285
2022 Q1	$170K	Buy	+2,000	New	+$161K	0.06%	216
2021 Q4	–	Sell	-2,000	Closed	-$146K	–	285
2021 Q3	$146K	Buy	+2,000	New	+$153K	0.06%	234

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

Herold Advisors's D Position: Q2 2026 in Review

Herold Advisors held its Dominion Energy (D) position steady in Q2 2026 at 4,023 shares worth $274K. The position accounts for 0.05% of the portfolio, ranked #236.

Herold Advisors first reported a position in D in Q3 2021 and has held it in 13 quarters since. The position peaked at $275K in Q3 2024. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

Herold Advisors held 4,023 shares of Dominion Energy worth $274K as of Q2 2026.
Herold Advisors left its Dominion Energy share count unchanged in Q2 2026.
Dominion Energy made up 0.05% of Herold Advisors's portfolio in Q2 2026, its #236 holding.
Herold Advisors first reported a position in Dominion Energy in Q3 2021 and has held it in 13 quarters since.
Herold Advisors's Dominion Energy position peaked at $275K in Q3 2024.
1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.