Marotta Asset Management’s Dominion Energy D Stock Holding History

Marotta Asset 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 Q2	$223K	Sell	3,288 -9	-0.3%	-$585	0.04%	97
2026 Q1	$205K	Buy	+3,297	New	+$204K	0.04%	100
2025 Q4	–	Sell	-3,320	Closed	-$202K	–	103
2025 Q3	$202K	Buy	+3,320	New	+$197K	0.04%	104
2023 Q3	–	Sell	-4,398	Closed	-$228K	–	109
2023 Q2	$228K	Buy	+4,398	New	+$239K	0.05%	98
2022 Q4	$293K	Buy	4,773 +339	+8%	+$21.3K	0.07%	86
2022 Q3	$306K	Sell	4,434 -262	-6%	-$21.1K	0.08%	79
2022 Q2	$381K	Hold	4,696	–	–	0.09%	76
2022 Q1	$399K	Sell	4,696 -479	-9%	-$38.5K	0.09%	77
2021 Q4	$407K	Hold	5,175	–	–	0.09%	74
2021 Q3	$378K	Hold	5,175	–	–	0.09%	71
2021 Q2	$384K	Hold	5,175	–	–	0.09%	73
2021 Q1	$392K	Buy	5,175 +1,339	+35%	+$97.3K	0.1%	67
2020 Q4	$288K	Sell	3,836 -120	-3%	-$9.53K	0.08%	66
2020 Q3	$312K	Sell	3,956 -1	-0%	-$79	0.09%	63
2020 Q2	$321K	Buy	3,957 +1	+0%	+$80	0.1%	64
2020 Q1	$277K	Sell	3,956 -1,688	-30%	-$138K	0.11%	66
2019 Q4	$484K	Buy	+5,644	New	+$461K	0.15%	57

Other funds holding D

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Marotta Asset Management's D Position: Q2 2026 in Review

Marotta Asset Management reduced its Dominion Energy (D) stake by 0.27% in Q2 2026, selling an estimated $585 and leaving 3,288 shares worth $223K. The position accounts for 0.04% of the portfolio, ranked #97.

Marotta Asset Management first reported a position in D in Q4 2019 and has held it in 17 quarters since. The position peaked at $484K in Q4 2019. 730 funds tracked by Wall St. Rank hold D as of Q2 2026.

Marotta Asset Management held 3,288 shares of Dominion Energy worth $223K as of Q2 2026.
Marotta Asset Management sold 9 Dominion Energy shares in Q2 2026, an estimated $585.
Dominion Energy made up 0.04% of Marotta Asset Management's portfolio in Q2 2026, its #97 holding.
Marotta Asset Management first reported a position in Dominion Energy in Q4 2019 and has held it in 17 quarters since.
Marotta Asset Management's Dominion Energy position peaked at $484K in Q4 2019.
730 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Marotta Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.