Loring Wolcott & Coolidge Fiduciary Advisors’s Dominion Energy D Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$215K	Hold	3,155	–	–	﹤0.01%	313
2026 Q1	$203K	Hold	3,155	–	–	﹤0.01%	312
2025 Q4	$193K	Hold	3,155	–	–	﹤0.01%	313
2025 Q3	$191K	Hold	3,155	–	–	﹤0.01%	318
2025 Q2	$178K	Sell	3,155 -10	-0.3%	-$548	﹤0.01%	292
2025 Q1	$169K	Hold	3,165	–	–	﹤0.01%	284
2024 Q4	$176K	Sell	3,165 -10	-0.3%	-$570	﹤0.01%	294
2024 Q3	$193K	Buy	3,175 +20	+0.6%	+$1.09K	﹤0.01%	285
2024 Q2	$162K	Hold	3,155	–	–	﹤0.01%	291
2024 Q1	$160K	Hold	3,155	–	–	﹤0.01%	292
2023 Q4	$144K	Sell	3,155 -20	-0.6%	-$893	﹤0.01%	310
2023 Q3	$130K	Sell	3,175 -1,133	-26%	-$56.3K	﹤0.01%	323
2023 Q2	$223K	Buy	4,308 +20	+0.5%	+$1.09K	﹤0.01%	285
2023 Q1	$240K	Hold	4,288	–	–	﹤0.01%	259
2022 Q4	$263K	Sell	4,288 -1,549	-27%	-$97.3K	﹤0.01%	255
2022 Q3	$403K	Sell	5,837 -514	-8%	-$41.5K	0.01%	215
2022 Q2	$507K	Buy	6,351 +523	+9%	+$43.2K	0.01%	203
2022 Q1	$495K	Hold	5,828	–	–	0.01%	210
2021 Q4	$458K	Hold	5,828	–	–	﹤0.01%	230
2021 Q3	$426K	Hold	5,828	–	–	﹤0.01%	231
2021 Q2	$429K	Sell	5,828 -127	-2%	-$9.8K	﹤0.01%	238
2021 Q1	$452K	Buy	5,955 +127	+2%	+$9.22K	0.01%	222
2020 Q4	$438K	Hold	5,828	–	–	﹤0.01%	217
2020 Q3	$460K	Sell	5,828 -838	-13%	-$65.8K	0.01%	198
2020 Q2	$541K	Hold	6,666	–	–	0.01%	174
2020 Q1	$481K	Hold	6,666	–	–	0.01%	174
2019 Q4	$552K	Buy	6,666 +1,133	+20%	+$92.6K	0.01%	195
2019 Q3	$448K	Buy	5,533 +825	+18%	+$63.8K	0.01%	210
2019 Q2	$364K	Sell	4,708 -130	-3%	-$9.91K	0.01%	217
2019 Q1	$371K	Buy	4,838 +13	+0.3%	+$949	0.01%	211
2018 Q4	$345K	Hold	4,825	–	–	0.01%	218
2018 Q3	$339K	Sell	4,825 -285	-6%	-$20.2K	0.01%	225
2018 Q2	$348K	Hold	5,110	–	–	0.01%	227
2018 Q1	$345K	Hold	5,110	–	–	0.01%	226
2017 Q4	$414K	Hold	5,110	–	–	0.01%	213
2017 Q3	$393K	Hold	5,110	–	–	0.01%	214
2017 Q2	$394K	Hold	5,110	–	–	0.01%	211
2017 Q1	$396K	Hold	5,110	–	–	0.01%	206
2016 Q4	$391K	Hold	5,110	–	–	0.01%	207
2016 Q3	$380K	Sell	5,110 -390	-7%	-$29.7K	0.01%	207
2016 Q2	$429K	Buy	5,500 +1,500	+38%	+$109K	0.01%	196
2016 Q1	$300K	Hold	4,000	–	–	0.01%	217
2015 Q4	$271K	Hold	4,000	–	–	0.01%	239
2015 Q3	$267K	Hold	4,000	–	–	0.01%	250
2015 Q2	$267K	Hold	4,000	–	–	0.01%	250
2015 Q1	$283K	Hold	4,000	–	–	0.01%	257
2014 Q4	$308K	Hold	4,000	–	–	0.01%	239
2014 Q3	$276K	Sell	4,000 -1,197	-23%	-$82.6K	0.01%	232
2014 Q2	$372K	Sell	5,197 -259	-5%	-$18.2K	0.01%	215
2014 Q1	$387K	Buy	5,456 +50	+0.9%	+$3.41K	0.01%	211
2013 Q4	$350K	Buy	5,406 +209	+4%	+$13.4K	0.01%	215
2013 Q3	$325K	Hold	5,197	–	–	0.01%	210
2013 Q2	$295K	Buy	+5,197	New	+$304K	0.01%	228

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

Loring Wolcott & Coolidge Fiduciary Advisors's D Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Dominion Energy (D) position steady in Q2 2026 at 3,155 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #313.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in D in Q2 2013 and has held it in 53 quarters since. The position peaked at $552K in Q4 2019. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 3,155 shares of Dominion Energy worth $215K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Dominion Energy share count unchanged in Q2 2026.
Dominion Energy made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #313 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Dominion Energy in Q2 2013 and has held it in 53 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Dominion Energy position peaked at $552K in Q4 2019.
1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.