Marco Investment Management’s Dominion Energy D Stock Holding History

Marco Investment 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	$789K	Sell	12,759 -75	-0.6%	-$4.63K	0.06%	128
2025 Q4	$752K	Hold	12,834	–	–	0.06%	128
2025 Q3	$785K	Sell	12,834 -1,800	-12%	-$107K	0.06%	127
2025 Q2	$827K	Buy	14,634 +745	+5%	+$40.8K	0.07%	124
2025 Q1	$779K	Sell	13,889 -500	-3%	-$27.5K	0.07%	124
2024 Q4	$775K	Hold	14,389	–	–	0.07%	122
2024 Q3	$832K	Hold	14,389	–	–	0.07%	121
2024 Q2	$705K	Hold	14,389	–	–	0.07%	125
2024 Q1	$708K	Sell	14,389 -150	-1%	-$7.01K	0.07%	127
2023 Q4	$683K	Buy	14,539 +131	+0.9%	+$5.85K	0.07%	126
2023 Q3	$644K	Sell	14,408 -6,525	-31%	-$324K	0.07%	124
2023 Q2	$1.08M	Hold	20,933	–	–	0.12%	111
2023 Q1	$1.17M	Buy	20,933 +1,100	+6%	+$64.4K	0.13%	106
2022 Q4	$1.22M	Sell	19,833 -2,380	-11%	-$149K	0.14%	103
2022 Q3	$1.53M	Buy	22,213 +480	+2%	+$38.7K	0.19%	93
2022 Q2	$1.74M	Buy	21,733 +4,000	+23%	+$330K	0.2%	92
2022 Q1	$1.51M	Buy	17,733 +200	+1%	+$16.1K	0.15%	105
2021 Q4	$1.38M	Buy	17,533 +205	+1%	+$15.4K	0.14%	113
2021 Q3	$1.26M	Sell	17,328 -30	-0.2%	-$2.29K	0.14%	115
2021 Q2	$1.28M	Hold	17,358	–	–	0.15%	109
2021 Q1	$1.32M	Buy	17,358 +475	+3%	+$34.5K	0.17%	100
2020 Q4	$1.27M	Buy	16,883 +125	+0.7%	+$9.93K	0.18%	94
2020 Q3	$1.32M	Buy	16,758 +50	+0.3%	+$3.93K	0.22%	82
2020 Q2	$1.36M	Buy	16,708 +750	+5%	+$60.2K	0.25%	76
2020 Q1	$1.15M	Hold	15,958	–	–	0.24%	73
2019 Q4	$1.32M	Buy	15,958 +209	+1%	+$17.1K	0.21%	86
2019 Q3	$1.28M	Sell	15,749 -696	-4%	-$53.8K	0.22%	86
2019 Q2	$1.27M	Buy	16,445 +100	+0.6%	+$7.62K	0.23%	90
2019 Q1	$1.25M	Sell	16,345 -1,038	-6%	-$75.8K	0.23%	84
2018 Q4	$1.24M	Sell	17,383 -250	-1%	-$18.3K	0.25%	84
2018 Q3	$1.24M	Sell	17,633 -3,400	-16%	-$241K	0.18%	93
2018 Q2	$1.43M	Sell	21,033 -3,750	-15%	-$244K	0.22%	87
2018 Q1	$1.67M	Sell	24,783 -17,517	-41%	-$1.29M	0.26%	83
2017 Q4	$3.43M	Buy	42,300 +750	+2%	+$60.8K	0.52%	56
2017 Q3	$3.2M	Sell	41,550 -500	-1%	-$38.9K	0.5%	59
2017 Q2	$3.22M	Sell	42,050 -2,400	-5%	-$189K	0.53%	60
2017 Q1	$3.45M	Sell	44,450 -1,065	-2%	-$80.6K	0.59%	53
2016 Q4	$3.49M	Hold	45,515	–	–	0.61%	52
2016 Q3	$3.38M	Hold	45,515	–	–	0.61%	53
2016 Q2	$3.55M	Buy	45,515 +3,775	+9%	+$274K	0.66%	54
2016 Q1	$3.14K	Buy	41,740 +1,000	+2%	+$70.8K	0.45%	57
2015 Q4	$2.76M	Hold	40,740	–	–	0.51%	62
2015 Q3	$2.87M	Sell	40,740 -1,800	-4%	-$126K	0.57%	58
2015 Q2	$2.85M	Buy	42,540 +1,000	+2%	+$70.4K	0.48%	68
2015 Q1	$2.94M	Buy	41,540 +665	+2%	+$49.3K	0.51%	65
2014 Q4	$3.14M	Buy	40,875 +700	+2%	+$50.7K	0.39%	66
2014 Q3	$2.78M	Buy	40,175 +700	+2%	+$48.3K	0.38%	67
2014 Q2	$2.82M	Buy	39,475 +1,100	+3%	+$77.2K	0.54%	69
2014 Q1	$2.72M	Sell	38,375 -3,750	-9%	-$256K	0.57%	66
2013 Q4	$2.73K	Sell	42,125 -1,650	-4%	-$106K	0.14%	66
2013 Q3	$2.73M	Sell	43,775 -500	-1%	-$29.7K	0.63%	61
2013 Q2	$2.52M	Buy	+44,275	New	+$2.59M	0.73%	49

Other funds holding D

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marco Investment Management's D Position: Q1 2026 in Review

Marco Investment Management reduced its Dominion Energy (D) stake by 0.58% in Q1 2026, selling an estimated $4.63K and leaving 12,759 shares worth $789K. The position accounts for 0.06% of the portfolio, ranked #128.

Marco Investment Management first reported a position in D in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.55M in Q2 2016. 1,475 funds tracked by Wall St. Rank hold D as of Q1 2026.

Marco Investment Management held 12,759 shares of Dominion Energy worth $789K as of Q1 2026.
Marco Investment Management sold 75 Dominion Energy shares in Q1 2026, an estimated $4.63K.
Dominion Energy made up 0.06% of Marco Investment Management's portfolio in Q1 2026, its #128 holding.
Marco Investment Management first reported a position in Dominion Energy in Q2 2013 and has held it in 52 quarters since.
Marco Investment Management's Dominion Energy position peaked at $3.55M in Q2 2016.
1,475 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Marco Investment Management's 13F filing for Q1 2026, filed 8 May 2026.