Mascoma Wealth Management’s Dominion Energy D Stock Holding History

Mascoma Wealth 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	$819	Hold	12	–	–	﹤0.01%	521
2026 Q1	$742	Sell	12 -12	-50%	-$741	﹤0.01%	487
2025 Q4	$1.41K	Buy	+24	New	+$1.45K	﹤0.01%	438
2025 Q3	–	Sell	-100	Closed	-$5.65K	–	464
2025 Q2	$5.65K	Hold	100	–	–	﹤0.01%	374
2025 Q1	$5.61K	Hold	100	–	–	﹤0.01%	390
2024 Q4	$5.39K	Hold	100	–	–	﹤0.01%	399
2024 Q3	$5.78K	Hold	100	–	–	﹤0.01%	374
2024 Q2	$4.9K	Hold	100	–	–	﹤0.01%	413
2024 Q1	$4.92K	Hold	100	–	–	﹤0.01%	382
2023 Q4	$4.7K	Hold	100	–	–	﹤0.01%	393
2023 Q3	$4.47K	Hold	100	–	–	﹤0.01%	404
2023 Q2	$4.93K	Sell	100 -25	-20%	-$1.36K	﹤0.01%	392
2023 Q1	$7.14K	Hold	125	–	–	﹤0.01%	439
2022 Q4	$7.67K	Hold	125	–	–	﹤0.01%	439
2022 Q3	$9K	Hold	125	–	–	﹤0.01%	412
2022 Q2	$10K	Hold	125	–	–	﹤0.01%	415
2022 Q1	$11K	Hold	125	–	–	﹤0.01%	421
2021 Q4	$10K	Hold	125	–	–	﹤0.01%	400
2021 Q3	$9K	Buy	+125	New	+$9.53K	﹤0.01%	348
2019 Q3	–	Sell	-300	Closed	-$23K	–	138
2019 Q2	$23K	Hold	300	–	–	0.01%	220
2019 Q1	$23K	Hold	300	–	–	0.02%	213
2018 Q4	$21K	Hold	300	–	–	0.02%	208
2018 Q3	$21K	Sell	300 -500	-63%	-$35.4K	0.01%	231
2018 Q2	$55K	Buy	800 +300	+60%	+$19.5K	0.04%	147
2018 Q1	$34K	Sell	500 -830	-62%	-$61.3K	0.02%	173
2017 Q4	$101K	Sell	1,330 -3,046	-70%	-$247K	0.06%	107
2017 Q3	$337K	Sell	4,376 -1,100	-20%	-$85.5K	0.23%	52
2017 Q2	$420K	Buy	5,476 +1,400	+34%	+$110K	0.28%	42
2017 Q1	$316K	Hold	4,076	–	–	0.23%	41
2016 Q4	$312K	Buy	+4,076	New	+$300K	0.23%	44

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Mascoma Wealth Management's D Position: Q2 2026 in Review

Mascoma Wealth Management held its Dominion Energy (D) position steady in Q2 2026 at 12 shares worth $819. The position accounts for ﹤0.01% of the portfolio, ranked #521.

Mascoma Wealth Management first reported a position in D in Q4 2016 and has held it in 30 quarters since. The position peaked at $420K in Q2 2017. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

Mascoma Wealth Management held 12 shares of Dominion Energy worth $819 as of Q2 2026.
Mascoma Wealth Management left its Dominion Energy share count unchanged in Q2 2026.
Dominion Energy made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #521 holding.
Mascoma Wealth Management first reported a position in Dominion Energy in Q4 2016 and has held it in 30 quarters since.
Mascoma Wealth Management's Dominion Energy position peaked at $420K in Q2 2017.
1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.