Marotta Asset Management
D icon

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
Q3 		– Sell
-3,288
Closed -$223K – 103
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% -$21.2K 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% -$9.5K 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

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Marotta Asset Management's D Position: Q3 2026 in Review

Marotta Asset Management sold out of Dominion Energy (D) in Q3 2026, closing a stake of 3,288 shares — an estimated $223K sold.

Marotta Asset Management first reported a position in D in Q4 2019 and held it in 17 quarters. The position peaked at $484K in Q4 2019. 1,285 funds tracked by Wall St. Rank hold D as of Q3 2026.

  • Marotta Asset Management reported no remaining Dominion Energy position as of Q3 2026 after selling out during the quarter.
  • Marotta Asset Management sold 3,288 Dominion Energy shares in Q3 2026, an estimated $223K.
  • Marotta Asset Management first reported a position in Dominion Energy in Q4 2019 and held it in 17 quarters.
  • Marotta Asset Management's Dominion Energy position peaked at $484K in Q4 2019.
  • 1,285 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Marotta Asset Management's 13F filing for Q3 2026, filed 2 Oct 2026.