MWM
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Meadowbrook Wealth Management’s Dominion Energy D Stock Holding History

Meadowbrook Wealth Management’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 		$244K Sell
3,600
-1,050
-23% -$68.3K 0.26% 71
2026
Q1 		$287K Sell
4,650
-475
-9% -$29.3K 0.38% 58
2025
Q4 		$300K Sell
5,125
-2,450
-32% -$148K 0.34% 58
2025
Q3 		$463K Buy
+7,575
New +$450K 0.48% 47

Other funds holding D

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Meadowbrook Wealth Management's D Position: Q2 2026 in Review

Meadowbrook Wealth Management reduced its Dominion Energy (D) stake by 23% in Q2 2026, selling an estimated $68.3K and leaving 3,600 shares worth $244K. The position accounts for 0.26% of the portfolio, ranked #71.

Meadowbrook Wealth Management first reported a position in D in Q3 2025 and has held it in 4 quarters since. The position peaked at $463K in Q3 2025. 684 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Meadowbrook Wealth Management held 3,600 shares of Dominion Energy worth $244K as of Q2 2026.
  • Meadowbrook Wealth Management sold 1,050 Dominion Energy shares in Q2 2026, an estimated $68.3K.
  • Dominion Energy made up 0.26% of Meadowbrook Wealth Management's portfolio in Q2 2026, its #71 holding.
  • Meadowbrook Wealth Management first reported a position in Dominion Energy in Q3 2025 and has held it in 4 quarters since.
  • Meadowbrook Wealth Management's Dominion Energy position peaked at $463K in Q3 2025.
  • 684 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Meadowbrook Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.