MBA Advisors’s Dominion Energy D Stock Holding History

MBA Advisors’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	$222K	Sell	3,256 -124	-4%	-$8.06K	0.07%	154
2026 Q1	$209K	Buy	+3,380	New	+$209K	0.08%	142
2025 Q4	–	Sell	-3,544	Closed	-$217K	–	140
2025 Q3	$217K	Sell	3,544 -26	-0.7%	-$1.55K	0.09%	134
2025 Q2	$202K	Buy	+3,570	New	+$196K	0.09%	133
2024 Q4	–	Sell	-3,644	Closed	-$211K	–	132
2024 Q3	$211K	Buy	+3,644	New	+$199K	0.1%	126
2023 Q3	–	Sell	-4,394	Closed	-$228K	–	117
2023 Q2	$228K	Hold	4,394	–	–	0.14%	112
2023 Q1	$246K	Hold	4,394	–	–	0.15%	109
2022 Q4	$269K	Hold	4,394	–	–	0.18%	102
2022 Q3	$304K	Hold	4,394	–	–	0.22%	90
2022 Q2	$351K	Sell	4,394 -840	-16%	-$69.4K	0.24%	84
2022 Q1	$445K	Sell	5,234 -1,082	-17%	-$86.9K	0.28%	82
2021 Q4	$496K	Sell	6,316 -700	-10%	-$52.7K	0.31%	80
2021 Q3	$512K	Hold	7,016	–	–	0.38%	67
2021 Q2	$516K	Hold	7,016	–	–	0.24%	73
2021 Q1	$533K	Buy	+7,016	New	+$510K	0.29%	67

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

MBA Advisors's D Position: Q2 2026 in Review

MBA Advisors reduced its Dominion Energy (D) stake by 3.7% in Q2 2026, selling an estimated $8.06K and leaving 3,256 shares worth $222K. The position accounts for 0.07% of the portfolio, ranked #154.

MBA Advisors first reported a position in D in Q1 2021 and has held it in 15 quarters since. The position peaked at $533K in Q1 2021. 1,552 funds tracked by Wall St. Rank hold D as of Q2 2026.

MBA Advisors held 3,256 shares of Dominion Energy worth $222K as of Q2 2026.
MBA Advisors sold 124 Dominion Energy shares in Q2 2026, an estimated $8.06K.
Dominion Energy made up 0.07% of MBA Advisors's portfolio in Q2 2026, its #154 holding.
MBA Advisors first reported a position in Dominion Energy in Q1 2021 and has held it in 15 quarters since.
MBA Advisors's Dominion Energy position peaked at $533K in Q1 2021.
1,552 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on MBA Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.