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 Q3	–	Sell	-3,256	Closed	-$222K	–	173
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

MBA Advisors's D Position: Q3 2026 in Review

MBA Advisors sold out of Dominion Energy (D) in Q3 2026, closing a stake of 3,256 shares — an estimated $222K sold.

MBA Advisors first reported a position in D in Q1 2021 and held it in 15 quarters. The position peaked at $533K in Q1 2021. 984 funds tracked by Wall St. Rank hold D as of Q3 2026.

MBA Advisors reported no remaining Dominion Energy position as of Q3 2026 after selling out during the quarter.
MBA Advisors sold 3,256 Dominion Energy shares in Q3 2026, an estimated $222K.
MBA Advisors first reported a position in Dominion Energy in Q1 2021 and held it in 15 quarters.
MBA Advisors's Dominion Energy position peaked at $533K in Q1 2021.
984 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on MBA Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.