MBM Wealth Consultants’s Dominion Energy D Stock Holding History

MBM Wealth Consultants’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	$525K	Buy	7,686 +518	+7%	+$33.7K	0.1%	90
2026 Q1	$443K	Buy	7,168 +587	+9%	+$36.3K	0.1%	87
2025 Q4	$386K	Buy	+6,581	New	+$396K	0.09%	92
2021 Q3	–	Sell	-20	Closed	-$1K	–	288
2021 Q2	$1K	Buy	+20	New	+$1.54K	﹤0.01%	255

Other funds holding D

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

MBM Wealth Consultants's D Position: Q2 2026 in Review

MBM Wealth Consultants increased its Dominion Energy (D) stake by 7.2% in Q2 2026, buying an estimated $33.7K and bringing the position to 7,686 shares worth $525K. The position accounts for 0.1% of the portfolio, ranked #90.

MBM Wealth Consultants first reported a position in D in Q2 2021 and has held it in 4 quarters since. 729 funds tracked by Wall St. Rank hold D as of Q2 2026.

MBM Wealth Consultants held 7,686 shares of Dominion Energy worth $525K as of Q2 2026.
MBM Wealth Consultants bought 518 Dominion Energy shares in Q2 2026, an estimated $33.7K.
Dominion Energy made up 0.1% of MBM Wealth Consultants's portfolio in Q2 2026, its #90 holding.
MBM Wealth Consultants first reported a position in Dominion Energy in Q2 2021 and has held it in 4 quarters since.
729 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.