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Larson Financial Group’s Dominion Energy D Stock Holding History

Larson Financial Group’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 		$149K Sell
2,178
-979
-31% -$63.7K ﹤0.01% 978
2026
Q1 		$195K Sell
3,157
-159
-5% -$9.82K 0.01% 731
2025
Q4 		$194K Buy
3,316
+558
+20% +$33.6K 0.01% 704
2025
Q3 		$169K Sell
2,758
-1,988
-42% -$118K 0.01% 739
2025
Q2 		$268K Buy
4,746
+3,161
+199% +$173K 0.01% 601
2025
Q1 		$88.9K Buy
1,585
+929
+142% +$51.1K ﹤0.01% 831
2024
Q4 		$35.3K Buy
656
+48
+8% +$2.74K ﹤0.01% 1010
2024
Q3 		$35.1K Buy
608
+449
+282% +$24.5K ﹤0.01% 1017
2024
Q2 		$7.79K Buy
159
+86
+118% +$4.38K ﹤0.01% 1334
2024
Q1 		$3.59K Sell
73
-1,199
-94% -$56K ﹤0.01% 1259
2023
Q4 		$59.8K Hold
1,272
– – 0.01% 606
2023
Q3 		$56.8K Buy
1,272
+950
+295% +$47.2K 0.01% 580
2023
Q2 		$16.7K Sell
322
-182
-36% -$9.89K ﹤0.01% 792
2023
Q1 		$28.2K Sell
504
-785
-61% -$45.9K ﹤0.01% 665
2022
Q4 		$79K Buy
1,289
+182
+16% +$11.4K 0.01% 437
2022
Q3 		$77K Buy
1,107
+250
+29% +$20.2K 0.01% 393
2022
Q2 		$68K Sell
857
-179
-17% -$14.8K 0.01% 307
2022
Q1 		$88K Sell
1,036
-171
-14% -$13.7K 0.01% 287
2021
Q4 		$95K Buy
1,207
+51
+4% +$3.84K 0.02% 280
2021
Q3 		$84K Sell
1,156
-128
-10% -$9.76K 0.02% 222
2021
Q2 		$94K Buy
1,284
+128
+11% +$9.88K 0.02% 196
2021
Q1 		$88K Buy
1,156
+785
+212% +$57K 0.03% 181
2020
Q4 		$28K Hold
371
– – 0.01% 302
2020
Q3 		$29K Sell
371
-10
-3% -$786 0.01% 261
2020
Q2 		$31K Buy
381
+200
+110% +$16K 0.01% 239
2020
Q1 		$13K Buy
181
+10
+6% +$817 0.01% 260
2019
Q4 		$14K Hold
171
– – 0.01% 263
2019
Q3 		$14K Hold
171
– – 0.01% 261
2019
Q2 		$13K Hold
171
– – 0.01% 227
2019
Q1 		$13K Hold
171
– – 0.01% 210
2018
Q4 		$12K Buy
+171
New +$12.5K 0.01% 206

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

Larson Financial Group's D Position: Q2 2026 in Review

Larson Financial Group reduced its Dominion Energy (D) stake by 31% in Q2 2026, selling an estimated $63.7K and leaving 2,178 shares worth $149K. The position accounts for ﹤0.01% of the portfolio, ranked #978.

Larson Financial Group first reported a position in D in Q4 2018 and has held it in 31 quarters since. The position peaked at $268K in Q2 2025. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Larson Financial Group held 2,178 shares of Dominion Energy worth $149K as of Q2 2026.
  • Larson Financial Group sold 979 Dominion Energy shares in Q2 2026, an estimated $63.7K.
  • Dominion Energy made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #978 holding.
  • Larson Financial Group first reported a position in Dominion Energy in Q4 2018 and has held it in 31 quarters since.
  • Larson Financial Group's Dominion Energy position peaked at $268K in Q2 2025.
  • 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.