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MBB Public Markets’s Dominion Energy D Stock Holding History

MBB Public Markets’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
2025
Q3 		– Sell
-4,428
Closed -$250K – 149
2025
Q2 		$250K Sell
4,428
-1,034
-19% -$56.7K 0.02% 359
2025
Q1 		$306K Buy
+5,462
New +$300K 0.03% 395
2024
Q4 		– Sell
-5,850
Closed -$338K – 206
2024
Q3 		$338K Sell
5,850
-54,485
-90% -$2.98M 0.02% 251
2024
Q2 		$2.96M Buy
+60,335
New +$3.07M 0.06% 258
2022
Q1 		– Sell
-7,286
Closed -$572K – 181
2021
Q4 		$572K Buy
+7,286
New +$548K 0.01% 208

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MBB Public Markets's D Position: Q3 2025 in Review

MBB Public Markets sold out of Dominion Energy (D) in Q3 2025, closing a stake of 4,428 shares — an estimated $250K sold.

MBB Public Markets first reported a position in D in Q4 2021 and held it in 5 quarters. The position peaked at $2.96M in Q2 2024. 1,409 funds tracked by Wall St. Rank hold D as of Q3 2025.

  • MBB Public Markets reported no remaining Dominion Energy position as of Q3 2025 after selling out during the quarter.
  • MBB Public Markets sold 4,428 Dominion Energy shares in Q3 2025, an estimated $250K.
  • MBB Public Markets first reported a position in Dominion Energy in Q4 2021 and held it in 5 quarters.
  • MBB Public Markets's Dominion Energy position peaked at $2.96M in Q2 2024.
  • 1,409 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2025.

Based on MBB Public Markets's 13F filing for Q3 2025, filed 14 Nov 2025.