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John G. Ullman & Associates’s Dominion Energy D Stock Holding History

John G. Ullman & Associates’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 		$13.5M Sell
197,146
-1,425
-0.7% -$92.7K 1.63% 12
2026
Q1 		$12.3M Buy
198,571
+5,083
+3% +$314K 1.63% 15
2025
Q4 		$11.3M Buy
193,488
+13,000
+7% +$783K 1.51% 16
2025
Q3 		$11M Buy
180,488
+77,306
+75% +$4.6M 1.49% 16
2025
Q2 		$5.83M Buy
103,182
+936
+0.9% +$51.3K 0.87% 34
2025
Q1 		$5.73M Buy
102,246
+11,755
+13% +$647K 0.88% 36
2024
Q4 		$4.87M Buy
90,491
+75,913
+521% +$4.33M 0.72% 48
2024
Q3 		$842K Sell
14,578
-700
-5% -$38.2K 0.12% 108
2024
Q2 		$749K Sell
15,278
-22
-0.1% -$1.12K 0.11% 111
2024
Q1 		$753K Buy
+15,300
New +$715K 0.12% 106
2023
Q4 		– Sell
-58,320
Closed -$2.61M – 174
2023
Q3 		$2.61M Sell
58,320
-12,800
-18% -$636K 0.43% 68
2023
Q2 		$3.68M Sell
71,120
-17,283
-20% -$940K 0.57% 51
2023
Q1 		$4.94M Buy
88,403
+49,115
+125% +$2.87M 0.77% 44
2022
Q4 		$2.41M Sell
39,288
-83,964
-68% -$5.27M 0.38% 64
2022
Q3 		$8.52M Buy
123,252
+2,120
+2% +$171K 1.49% 20
2022
Q2 		$9.67M Sell
121,132
-25,140
-17% -$2.08M 1.55% 18
2022
Q1 		$12.4M Sell
146,272
-2,010
-1% -$161K 1.72% 18
2021
Q4 		$11.6M Sell
148,282
-1,304
-0.9% -$98.1K 1.6% 21
2021
Q3 		$10.9M Sell
149,586
-1,258
-0.8% -$95.9K 1.49% 24
2021
Q2 		$11.1M Sell
150,844
-1,750
-1% -$135K 1.45% 25
2021
Q1 		$11.6M Buy
152,594
+24,150
+19% +$1.75M 1.55% 24
2020
Q4 		$9.66M Buy
128,444
+87,074
+210% +$6.92M 1.5% 23
2020
Q3 		$3.27M Buy
+41,370
New +$3.25M 0.68% 45

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

John G. Ullman & Associates's D Position: Q2 2026 in Review

John G. Ullman & Associates reduced its Dominion Energy (D) stake by 0.72% in Q2 2026, selling an estimated $92.7K and leaving 197,146 shares worth $13.5M. The position accounts for 1.63% of the portfolio, ranked #12.

John G. Ullman & Associates first reported a position in D in Q3 2020 and has held it in 23 quarters since. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • John G. Ullman & Associates held 197,146 shares of Dominion Energy worth $13.5M as of Q2 2026.
  • John G. Ullman & Associates sold 1,425 Dominion Energy shares in Q2 2026, an estimated $92.7K.
  • Dominion Energy made up 1.63% of John G. Ullman & Associates's portfolio in Q2 2026, its #12 holding.
  • John G. Ullman & Associates first reported a position in Dominion Energy in Q3 2020 and has held it in 23 quarters since.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on John G. Ullman & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.