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Matthew Hamilton Rosenberg’s Dominion Energy D Stock Holding History

Matthew Hamilton Rosenberg’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 		$187K Sell
3,084
-124
-4% -$8.33K 0.03% 239
2026
Q2 		$219K Hold
3,208
– – 0.04% 207
2026
Q1 		$198K Buy
3,208
+48
+2% +$2.96K 0.04% 217
2025
Q4 		$185K Hold
3,160
– – 0.04% 218
2025
Q3 		$193K Hold
3,160
– – 0.04% 210
2025
Q2 		$179K Buy
3,160
+411
+15% +$22.5K 0.04% 223
2025
Q1 		$154K Sell
2,749
-24
-0.9% -$1.32K 0.04% 233
2024
Q4 		$149K Sell
2,773
-2
-0.1% -$114 0.04% 231
2024
Q3 		$160K Hold
2,775
– – 0.04% 226
2024
Q2 		$133K Sell
2,775
-7
-0.3% -$357 0.04% 242
2024
Q1 		$137K Buy
2,782
+196
+8% +$9.16K 0.04% 254
2023
Q4 		$122K Buy
2,586
+1,374
+113% +$61.3K 0.04% 267
2023
Q3 		$54.2K Sell
1,212
-329
-21% -$16.3K 0.02% 401
2023
Q2 		$79.8K Sell
1,541
-1,032
-40% -$56.1K 0.03% 344
2023
Q1 		$144K Sell
2,573
-126
-5% -$7.37K 0.05% 239
2022
Q4 		$165K Sell
2,699
-49
-2% -$3.08K 0.06% 213
2022
Q3 		$190K Buy
2,748
+166
+6% +$13.4K 0.07% 169
2022
Q2 		$210K Sell
2,582
-67
-3% -$5.53K 0.08% 159
2022
Q1 		$225K Buy
2,649
+45
+2% +$3.61K 0.08% 166
2021
Q4 		$205K Sell
2,604
-227
-8% -$17.1K 0.07% 178
2021
Q3 		$207K Sell
2,831
-123
-4% -$9.38K 0.08% 156
2021
Q2 		$217K Buy
2,954
+159
+6% +$12.3K 0.11% 124
2021
Q1 		$212K Buy
2,795
+759
+37% +$55.1K 0.12% 115
2020
Q4 		$153K Buy
2,036
+379
+23% +$30.1K 0.1% 149
2020
Q3 		$131K Sell
1,657
-119
-7% -$9.35K 0.1% 142
2020
Q2 		$144K Buy
1,776
+327
+23% +$26.2K 0.11% 119
2020
Q1 		$105K Buy
+1,449
New +$118K 0.1% 112

Other funds holding D

OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Matthew Hamilton Rosenberg's D Position: Q3 2026 in Review

Matthew Hamilton Rosenberg reduced its Dominion Energy (D) stake by 3.9% in Q3 2026, selling an estimated $8.33K and leaving 3,084 shares worth $187K. The position accounts for 0.03% of the portfolio, ranked #239.

Matthew Hamilton Rosenberg first reported a position in D in Q1 2020 and has held it in 27 quarters since. The position peaked at $225K in Q1 2022. 78 funds tracked by Wall St. Rank hold D as of Q3 2026.

  • Matthew Hamilton Rosenberg held 3,084 shares of Dominion Energy worth $187K as of Q3 2026.
  • Matthew Hamilton Rosenberg sold 124 Dominion Energy shares in Q3 2026, an estimated $8.33K.
  • Dominion Energy made up 0.03% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #239 holding.
  • Matthew Hamilton Rosenberg first reported a position in Dominion Energy in Q1 2020 and has held it in 27 quarters since.
  • Matthew Hamilton Rosenberg's Dominion Energy position peaked at $225K in Q1 2022.
  • 78 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.