Marietta Investment Partners’s Dominion Energy D Stock Holding History

Marietta Investment Partners’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	$1.29M	Hold	18,884	–	–	0.22%	80
2026 Q1	$1.17M	Hold	18,884	–	–	0.23%	80
2025 Q4	$1.11M	Sell	18,884 -14	-0.1%	-$843	0.22%	83
2025 Q3	$1.16M	Buy	18,898 +14	+0.1%	+$832	0.22%	86
2025 Q2	$1.07M	Hold	18,884	–	–	0.23%	85
2025 Q1	$1.06M	Hold	18,884	–	–	0.26%	78
2024 Q4	$1.02M	Hold	18,884	–	–	0.22%	80
2024 Q3	$1.09M	Hold	18,884	–	–	0.23%	80
2024 Q2	$925K	Hold	18,884	–	–	0.2%	85
2024 Q1	$929K	Hold	18,884	–	–	0.2%	90
2023 Q4	$888K	Hold	18,884	–	–	0.22%	86
2023 Q3	$844K	Hold	18,884	–	–	0.24%	80
2023 Q2	$978K	Hold	18,884	–	–	0.25%	78
2023 Q1	$1.06M	Hold	18,884	–	–	0.29%	67
2022 Q4	$1.16M	Hold	18,884	–	–	0.33%	61
2022 Q3	$1.27M	Hold	18,884	–	–	0.38%	56
2022 Q2	$1.51M	Hold	18,884	–	–	0.45%	51
2022 Q1	$1.6M	Hold	18,884	–	–	0.37%	61
2021 Q4	$1.48M	Hold	18,884	–	–	0.31%	72
2021 Q3	$1.38M	Hold	18,884	–	–	0.32%	72
2021 Q2	$1.39M	Hold	18,884	–	–	0.32%	68
2021 Q1	$1.43M	Hold	18,884	–	–	0.35%	61
2020 Q4	$1.42M	Hold	18,884	–	–	0.36%	61
2020 Q3	$1.49M	Hold	18,884	–	–	0.45%	48
2020 Q2	$1.53M	Hold	18,884	–	–	0.51%	46
2020 Q1	$1.36M	Hold	18,884	–	–	0.59%	44
2019 Q4	$1.56M	Hold	18,884	–	–	0.51%	50
2019 Q3	$1.53M	Hold	18,884	–	–	0.53%	48
2019 Q2	$1.46M	Hold	18,884	–	–	0.48%	55
2019 Q1	$1.45M	Hold	18,884	–	–	0.46%	57
2018 Q4	$1.35M	Hold	18,884	–	–	0.52%	53
2018 Q3	$1.33M	Hold	18,884	–	–	0.39%	62
2018 Q2	$1.29M	Hold	18,884	–	–	0.4%	62
2018 Q1	$1.27M	Hold	18,884	–	–	0.38%	62
2017 Q4	$1.53M	Hold	18,884	–	–	0.44%	55
2017 Q3	$1.45M	Hold	18,884	–	–	0.44%	53
2017 Q2	$1.45M	Hold	18,884	–	–	0.46%	52
2017 Q1	$1.47M	Hold	18,884	–	–	0.49%	53
2016 Q4	$1.45M	Hold	18,884	–	–	0.51%	53
2016 Q3	$1.4M	Hold	18,884	–	–	0.46%	50
2016 Q2	$1.47M	Hold	18,884	–	–	0.53%	45
2016 Q1	$1.42M	Hold	18,884	–	–	0.59%	42
2015 Q4	$1.28M	Hold	18,884	–	–	0.52%	48
2015 Q3	$1.33M	Hold	18,884	–	–	0.52%	45
2015 Q2	$1.26M	Hold	18,884	–	–	0.49%	48
2015 Q1	$1.34M	Hold	18,884	–	–	0.52%	48
2014 Q4	$1.45M	Hold	18,884	–	–	0.58%	47
2014 Q3	$1.3M	Hold	18,884	–	–	0.58%	46
2014 Q2	$1.35M	Hold	18,884	–	–	0.56%	46
2014 Q1	$1.34M	Hold	18,884	–	–	0.52%	55
2013 Q4	$1.22M	Hold	18,884	–	–	0.44%	57
2013 Q3	$1.18M	Hold	18,884	–	–	0.47%	58
2013 Q2	$1.07M	Buy	+18,884	New	+$1.11M	0.46%	61

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Norges Bank Oslo, Norway $1T AUM

Marietta Investment Partners's D Position: Q2 2026 in Review

Marietta Investment Partners held its Dominion Energy (D) position steady in Q2 2026 at 18,884 shares worth $1.29M. The position accounts for 0.22% of the portfolio, ranked #80.

Marietta Investment Partners first reported a position in D in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.6M in Q1 2022. 1,384 funds tracked by Wall St. Rank hold D as of Q2 2026.

Marietta Investment Partners held 18,884 shares of Dominion Energy worth $1.29M as of Q2 2026.
Marietta Investment Partners left its Dominion Energy share count unchanged in Q2 2026.
Dominion Energy made up 0.22% of Marietta Investment Partners's portfolio in Q2 2026, its #80 holding.
Marietta Investment Partners first reported a position in Dominion Energy in Q2 2013 and has held it in 53 quarters since.
Marietta Investment Partners's Dominion Energy position peaked at $1.6M in Q1 2022.
1,384 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Marietta Investment Partners's 13F filing for Q2 2026, filed 12 Aug 2026.