Meadowbrook Wealth Management
D icon

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
Q3 		– Sell
-3,600
Closed -$244K – 78
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

Meadowbrook Wealth Management's D Position: Q3 2026 in Review

Meadowbrook Wealth Management sold out of Dominion Energy (D) in Q3 2026, closing a stake of 3,600 shares — an estimated $244K sold.

Meadowbrook Wealth Management first reported a position in D in Q3 2025 and held it in 4 quarters. The position peaked at $463K in Q3 2025. 842 funds tracked by Wall St. Rank hold D as of Q3 2026.

  • Meadowbrook Wealth Management reported no remaining Dominion Energy position as of Q3 2026 after selling out during the quarter.
  • Meadowbrook Wealth Management sold 3,600 Dominion Energy shares in Q3 2026, an estimated $244K.
  • Meadowbrook Wealth Management first reported a position in Dominion Energy in Q3 2025 and held it in 4 quarters.
  • Meadowbrook Wealth Management's Dominion Energy position peaked at $463K in Q3 2025.
  • 842 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Meadowbrook Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.