MSA
D icon

Marino Stram & Associates’s Dominion Energy D Stock Holding History

Marino Stram & Associates’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
2025
Q4 		– Sell
-3,282
Closed -$201K – 189
2025
Q3 		$201K Buy
+3,282
New +$195K 0.04% 189
2023
Q3 		– Sell
-10,341
Closed -$536K – 159
2023
Q2 		$536K Sell
10,341
-756
-7% -$41.1K 0.15% 95
2023
Q1 		$620K Buy
11,097
+487
+5% +$28.5K 0.19% 83
2022
Q4 		$651K Sell
10,610
-245
-2% -$15.4K 0.2% 79
2022
Q3 		$750K Buy
10,855
+567
+6% +$45.8K 0.27% 60
2022
Q2 		$821K Buy
10,288
+27
+0.3% +$2.23K 0.28% 58
2022
Q1 		$872K Buy
10,261
+48
+0.5% +$3.85K 0.28% 63
2021
Q4 		$802K Buy
10,213
+435
+4% +$32.7K 0.25% 66
2021
Q3 		$714K Buy
+9,778
New +$746K 0.25% 66
2021
Q2 		– Sell
-8,074
Closed -$613K – 254
2021
Q1 		$613K Buy
8,074
+1,937
+32% +$141K 0.24% 65
2020
Q4 		$462K Buy
6,137
+814
+15% +$64.7K 0.21% 70
2020
Q3 		$420K Buy
5,323
+324
+6% +$25.5K 0.22% 69
2020
Q2 		$406K Buy
4,999
+532
+12% +$42.7K 0.24% 67
2020
Q1 		$322K Buy
4,467
+1,288
+41% +$105K 0.25% 64
2019
Q4 		$263K Buy
3,179
+4
+0.1% +$327 0.17% 74
2019
Q3 		$257K Buy
3,175
+4
+0.1% +$309 0.18% 73
2019
Q2 		$245K Buy
3,171
+1,409
+80% +$107K 0.18% 71
2019
Q1 		$135K Buy
1,762
+599
+52% +$43.7K 0.1% 91
2018
Q4 		$113K Buy
1,163
+1
+0.1% +$73 0.1% 98
2018
Q3 		$82K Sell
1,162
-535
-32% -$37.9K 0.07% 136
2018
Q2 		$116K Sell
1,697
-68
-4% -$4.43K 0.1% 107
2018
Q1 		$119K Sell
1,765
-99
-5% -$7.31K 0.11% 107
2017
Q4 		$151K Buy
+1,864
New +$151K 0.14% 89

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marino Stram & Associates's D Position: Q4 2025 in Review

Marino Stram & Associates sold out of Dominion Energy (D) in Q4 2025, closing a stake of 3,282 shares — an estimated $201K sold.

Marino Stram & Associates first reported a position in D in Q4 2017 and held it in 23 quarters. The position peaked at $872K in Q1 2022. 1,446 funds tracked by Wall St. Rank hold D as of Q4 2025.

  • Marino Stram & Associates reported no remaining Dominion Energy position as of Q4 2025 after selling out during the quarter.
  • Marino Stram & Associates sold 3,282 Dominion Energy shares in Q4 2025, an estimated $201K.
  • Marino Stram & Associates first reported a position in Dominion Energy in Q4 2017 and held it in 23 quarters.
  • Marino Stram & Associates's Dominion Energy position peaked at $872K in Q1 2022.
  • 1,446 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2025.

Based on Marino Stram & Associates's 13F filing for Q4 2025, filed 16 Jan 2026.