Horizon Financial Services’s Dominion Energy D Stock Holding History

Horizon Financial Services’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	$32K	Buy	468 +120	+34%	+$7.8K	0.01%	196
2026 Q1	$21.5K	Buy	348 +161	+86%	+$9.95K	0.01%	170
2025 Q4	$11K	Hold	187	–	–	0.01%	179
2025 Q3	$11.4K	Buy	187 +125	+202%	+$7.43K	0.01%	170
2025 Q2	$3.5K	Buy	62 +31	+100%	+$1.7K	﹤0.01%	180
2025 Q1	$1.74K	Buy	+31	New	+$1.71K	﹤0.01%	176
2021 Q4	–	Sell	-679	Closed	-$50K	–	130
2021 Q3	$50K	Hold	679	–	–	0.03%	87
2021 Q2	$50K	Sell	679 -361	-35%	-$27.9K	0.04%	79
2021 Q1	$79K	Hold	1,040	–	–	0.07%	33
2020 Q4	$78K	Sell	1,040 -638	-38%	-$50.7K	0.07%	32
2020 Q3	$132K	Buy	+1,678	New	+$132K	0.13%	23

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

Horizon Financial Services's D Position: Q2 2026 in Review

Horizon Financial Services increased its Dominion Energy (D) stake by 34% in Q2 2026, buying an estimated $7.8K and bringing the position to 468 shares worth $32K. The position accounts for 0.01% of the portfolio, ranked #196.

Horizon Financial Services first reported a position in D in Q3 2020 and has held it in 11 quarters since. The position peaked at $132K in Q3 2020. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

Horizon Financial Services held 468 shares of Dominion Energy worth $32K as of Q2 2026.
Horizon Financial Services bought 120 Dominion Energy shares in Q2 2026, an estimated $7.8K.
Dominion Energy made up 0.01% of Horizon Financial Services's portfolio in Q2 2026, its #196 holding.
Horizon Financial Services first reported a position in Dominion Energy in Q3 2020 and has held it in 11 quarters since.
Horizon Financial Services's Dominion Energy position peaked at $132K in Q3 2020.
1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.