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Mather Group’s Dominion Energy D Stock Holding History

Mather Group’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 		$398K Buy
5,827
+69
+1% +$4.49K ﹤0.01% 595
2026
Q1 		$356K Buy
5,758
+358
+7% +$22.1K ﹤0.01% 572
2025
Q4 		$316K Buy
5,400
+178
+3% +$10.7K ﹤0.01% 513
2025
Q3 		$319K Buy
5,222
+46
+0.9% +$2.73K ﹤0.01% 500
2025
Q2 		$293K Buy
5,176
+169
+3% +$9.26K ﹤0.01% 505
2025
Q1 		$281K Buy
5,007
+116
+2% +$6.38K ﹤0.01% 504
2024
Q4 		$263K Buy
4,891
+579
+13% +$33K ﹤0.01% 493
2024
Q3 		$249K Sell
4,312
-87
-2% -$4.75K ﹤0.01% 509
2024
Q2 		$216K Buy
4,399
+443
+11% +$22.6K ﹤0.01% 591
2024
Q1 		$186K Buy
+3,956
New +$185K ﹤0.01% 539
2020
Q4 		– Sell
-6,449
Closed -$509K – 254
2020
Q3 		$509K Buy
6,449
+163
+3% +$12.8K 0.02% 134
2020
Q2 		$510K Buy
6,286
+3,128
+99% +$251K 0.02% 130
2020
Q1 		$228K Sell
3,158
-241
-7% -$19.7K 0.02% 126
2019
Q4 		$282K Buy
+3,399
New +$278K 0.02% 135

Other funds holding D

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mather Group's D Position: Q2 2026 in Review

Mather Group increased its Dominion Energy (D) stake by 1.2% in Q2 2026, buying an estimated $4.49K and bringing the position to 5,827 shares worth $398K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Mather Group first reported a position in D in Q4 2019 and has held it in 14 quarters since. The position peaked at $510K in Q2 2020. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Mather Group held 5,827 shares of Dominion Energy worth $398K as of Q2 2026.
  • Mather Group bought 69 Dominion Energy shares in Q2 2026, an estimated $4.49K.
  • Dominion Energy made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #595 holding.
  • Mather Group first reported a position in Dominion Energy in Q4 2019 and has held it in 14 quarters since.
  • Mather Group's Dominion Energy position peaked at $510K in Q2 2020.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.