MBL Wealth’s Dominion Energy D Stock Holding History

MBL Wealth’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	-3,109	Closed	-$212K	–	606
2026 Q2	$212K	Buy	+3,109	New	+$202K	0.01%	364

Other funds holding D

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

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

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 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

MBL Wealth's D Position: Q3 2026 in Review

MBL Wealth sold out of Dominion Energy (D) in Q3 2026, closing a stake of 3,109 shares — an estimated $212K sold.

MBL Wealth first reported a position in D in Q2 2026 and held it in 1 quarter. The position peaked at $212K in Q2 2026. 1,190 funds tracked by Wall St. Rank hold D as of Q3 2026.

MBL Wealth reported no remaining Dominion Energy position as of Q3 2026 after selling out during the quarter.
MBL Wealth sold 3,109 Dominion Energy shares in Q3 2026, an estimated $212K.
MBL Wealth first reported a position in Dominion Energy in Q2 2026 and held it in 1 quarter.
MBL Wealth's Dominion Energy position peaked at $212K in Q2 2026.
1,190 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.