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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
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

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

Matthew Hamilton Rosenberg's D Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its Dominion Energy (D) position steady in Q2 2026 at 3,208 shares worth $219K. The position accounts for 0.04% of the portfolio, ranked #207.

Matthew Hamilton Rosenberg first reported a position in D in Q1 2020 and has held it in 26 quarters since. The position peaked at $225K in Q1 2022. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Matthew Hamilton Rosenberg held 3,208 shares of Dominion Energy worth $219K as of Q2 2026.
  • Matthew Hamilton Rosenberg left its Dominion Energy share count unchanged in Q2 2026.
  • Dominion Energy made up 0.04% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #207 holding.
  • Matthew Hamilton Rosenberg first reported a position in Dominion Energy in Q1 2020 and has held it in 26 quarters since.
  • Matthew Hamilton Rosenberg's Dominion Energy position peaked at $225K in Q1 2022.
  • 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.