MCM
D icon

Magnolia Capital Management’s Dominion Energy D Stock Holding History

Magnolia Capital Management’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
Q1 		– Sell
-4,050
Closed -$237K – 76
2025
Q4 		$237K Buy
+4,050
New +$244K 0.18% 68
2020
Q1 		– Sell
-2,650
Closed -$219K – 48
2019
Q4 		$219K Buy
+2,650
New +$217K 0.22% 53

Other funds holding D

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Magnolia Capital Management's D Position: Q1 2026 in Review

Magnolia Capital Management sold out of Dominion Energy (D) in Q1 2026, closing a stake of 4,050 shares — an estimated $237K sold.

Magnolia Capital Management first reported a position in D in Q4 2019 and held it in 2 quarters. The position peaked at $237K in Q4 2025. 1,477 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Magnolia Capital Management reported no remaining Dominion Energy position as of Q1 2026 after selling out during the quarter.
  • Magnolia Capital Management sold 4,050 Dominion Energy shares in Q1 2026, an estimated $237K.
  • Magnolia Capital Management first reported a position in Dominion Energy in Q4 2019 and held it in 2 quarters.
  • Magnolia Capital Management's Dominion Energy position peaked at $237K in Q4 2025.
  • 1,477 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Magnolia Capital Management's 13F filing for Q1 2026, filed 4 May 2026.