Marquette Asset Management’s Dominion Energy D Stock Holding History

Marquette 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	$9.7K	Sell	142 -41	-22%	-$2.67K	﹤0.01%	313
2026 Q1	$11.3K	Buy	183 +71	+63%	+$4.39K	﹤0.01%	229
2025 Q4	$6.56K	Buy	112 +21	+23%	+$1.26K	﹤0.01%	277
2025 Q3	$5.57K	Buy	+91	New	+$5.41K	﹤0.01%	318
2022 Q2	–	Sell	-100	Closed	-$8K	–	322
2022 Q1	$8K	Hold	100	–	–	﹤0.01%	253
2021 Q4	$8K	Hold	100	–	–	﹤0.01%	248
2021 Q3	$7K	Hold	100	–	–	﹤0.01%	245
2021 Q2	$7K	Hold	100	–	–	﹤0.01%	226
2021 Q1	$8K	Hold	100	–	–	﹤0.01%	218
2020 Q4	$8K	Hold	100	–	–	﹤0.01%	220
2020 Q3	$8K	Hold	100	–	–	﹤0.01%	207
2020 Q2	$8K	Hold	100	–	–	﹤0.01%	228
2020 Q1	$7K	Hold	100	–	–	﹤0.01%	225
2019 Q4	$8K	Hold	100	–	–	﹤0.01%	221
2019 Q3	$8K	Buy	+100	New	+$7.73K	﹤0.01%	247

Other funds holding D

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Marquette Asset Management reduced its Dominion Energy (D) stake by 22% in Q2 2026, selling an estimated $2.67K and leaving 142 shares worth $9.7K. The position accounts for ﹤0.01% of the portfolio, ranked #313.

Marquette Asset Management first reported a position in D in Q3 2019 and has held it in 15 quarters since. The position peaked at $11.3K in Q1 2026. 558 funds tracked by Wall St. Rank hold D as of Q2 2026.

Marquette Asset Management held 142 shares of Dominion Energy worth $9.7K as of Q2 2026.
Marquette Asset Management sold 41 Dominion Energy shares in Q2 2026, an estimated $2.67K.
Dominion Energy made up ﹤0.01% of Marquette Asset Management's portfolio in Q2 2026, its #313 holding.
Marquette Asset Management first reported a position in Dominion Energy in Q3 2019 and has held it in 15 quarters since.
Marquette Asset Management's Dominion Energy position peaked at $11.3K in Q1 2026.
558 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

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