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 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	$516	Hold	7,016	–	–	0.24%	73
2021 Q1	$533	Buy	+7,016	New	+$510K	0.29%	67

Other funds holding D

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MBA Advisors's D Position: Q1 2026 in Review

MBA Advisors opened a new position in Dominion Energy (D) in Q1 2026: 3,380 shares worth $209K. The stake represents 0.08% of the portfolio and ranks #142 among its holdings. This is a return to the name: MBA Advisors previously reported a position in D as recently as Q3 2025.

MBA Advisors first reported a position in D in Q1 2021 and has held it in 14 quarters since. The position peaked at $512K in Q3 2021. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

MBA Advisors held 3,380 shares of Dominion Energy worth $209K as of Q1 2026.
Dominion Energy was a new MBA Advisors position in Q1 2026.
Dominion Energy made up 0.08% of MBA Advisors's portfolio in Q1 2026, its #142 holding.
MBA Advisors first reported a position in Dominion Energy in Q1 2021 and has held it in 14 quarters since.
MBA Advisors's Dominion Energy position peaked at $512K in Q3 2021.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on MBA Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.