Mechanics Bank - Trust Department’s Dominion Energy D Stock Holding History

Mechanics Bank - Trust Department’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	$334K	Hold	4,885	–	–	0.04%	178
2026 Q1	$302K	Sell	4,885 -625	-11%	-$38.6K	0.04%	176
2025 Q4	$323K	Hold	5,510	–	–	0.04%	176
2025 Q3	$337K	Sell	5,510 -750	-12%	-$44.6K	0.05%	174
2025 Q2	$354K	Sell	6,260 -1,480	-19%	-$81.1K	0.05%	178
2025 Q1	$434K	Sell	7,740 -1,400	-15%	-$77K	0.06%	168
2024 Q4	$492K	Hold	9,140	–	–	0.07%	159
2024 Q3	$528K	Sell	9,140 -63	-0.7%	-$3.44K	0.07%	154
2024 Q2	$451K	Sell	9,203 -600	-6%	-$30.6K	0.06%	155
2024 Q1	$482K	Sell	9,803 -75	-0.8%	-$3.5K	0.07%	145
2023 Q4	$464K	Sell	9,878 -1,510	-13%	-$67.4K	0.07%	143
2023 Q3	$509K	Sell	11,388 -40	-0.4%	-$1.99K	0.08%	128
2023 Q2	$592K	Sell	11,428 -7,296	-39%	-$397K	0.09%	129
2023 Q1	$1.05M	Buy	18,724 +550	+3%	+$32.2K	0.18%	109
2022 Q4	$1.11M	Sell	18,174 -16	-0.1%	-$1K	0.19%	107
2022 Q3	$1.26M	Sell	18,190 -84	-0.5%	-$6.78K	0.24%	93
2022 Q2	$1.46M	Sell	18,274 -15	-0.1%	-$1.24K	0.26%	90
2022 Q1	$1.55M	Sell	18,289 -50	-0.3%	-$4.02K	0.24%	95
2021 Q4	$1.44M	Sell	18,339 -30	-0.2%	-$2.26K	0.21%	97
2021 Q3	$1.34M	Sell	18,369 -1,092	-6%	-$83.3K	0.22%	96
2021 Q2	$1.43M	Sell	19,461 -2,970	-13%	-$229K	0.23%	93
2021 Q1	$1.7M	Sell	22,431 -445	-2%	-$32.3K	0.29%	83
2020 Q4	$1.72M	Sell	22,876 -581	-2%	-$46.2K	0.31%	80
2020 Q3	$1.85M	Buy	23,457 +110	+0.5%	+$8.64K	0.37%	75
2020 Q2	$1.9M	Sell	23,347 -650	-3%	-$52.1K	0.4%	64
2020 Q1	$1.73M	Hold	23,997	–	–	0.42%	64
2019 Q4	$1.99M	Sell	23,997 -25	-0.1%	-$2.04K	0.39%	70
2019 Q3	$1.95M	Sell	24,022 -1,700	-7%	-$131K	0.39%	70
2019 Q2	$1.99M	Sell	25,722 -1,950	-7%	-$149K	0.45%	68
2019 Q1	$2.12M	Sell	27,672 -270	-1%	-$19.7K	0.48%	64
2018 Q4	$2M	Sell	27,942 -450	-2%	-$32.9K	0.51%	61
2018 Q3	$2M	Sell	28,392 -1,175	-4%	-$83.2K	0.43%	66
2018 Q2	$2.02M	Buy	29,567 +2	+0%	+$130	0.46%	64
2018 Q1	$1.99M	Hold	29,565	–	–	0.47%	63
2017 Q4	$2.4M	Sell	29,565 -1,615	-5%	-$131K	0.54%	58
2017 Q3	$2.4M	Sell	31,180 -1,658	-5%	-$129K	0.57%	56
2017 Q2	$2.52M	Sell	32,838 -550	-2%	-$43.2K	0.6%	53
2017 Q1	$2.59M	Sell	33,388 -470	-1%	-$35.6K	0.63%	51
2016 Q4	$2.59M	Sell	33,858 -1,450	-4%	-$107K	0.63%	51
2016 Q3	$2.62M	Sell	35,308 -370	-1%	-$28.2K	0.64%	52
2016 Q2	$2.78M	Sell	35,678 -156	-0.4%	-$11.3K	1.02%	33
2016 Q1	$2.69M	Sell	35,834 -695	-2%	-$49.2K	1.05%	30
2015 Q4	$2.47M	Sell	36,529 -1,910	-5%	-$132K	0.97%	32
2015 Q3	$2.71M	Sell	38,439 -1,115	-3%	-$78.3K	1.08%	31
2015 Q2	$2.65M	Sell	39,554 -195	-0.5%	-$13.7K	0.93%	34
2015 Q1	$2.82M	Sell	39,749 -665	-2%	-$49.3K	0.91%	34
2014 Q4	$3.11M	Sell	40,414 -2,800	-6%	-$203K	0.97%	32
2014 Q3	$2.99M	Buy	43,214 +315	+0.7%	+$21.7K	0.91%	35
2014 Q2	$3.07M	Sell	42,899 -2,330	-5%	-$163K	0.88%	36
2014 Q1	$3.21M	Sell	45,229 -205	-0.5%	-$14K	0.73%	39
2013 Q4	$2.94M	Sell	45,434 -100	-0.2%	-$6.44K	0.71%	42
2013 Q3	$2.85M	Sell	45,534 -470	-1%	-$27.9K	0.78%	42
2013 Q2	$2.61M	Buy	+46,004	New	+$2.69M	0.7%	42

Other funds holding D

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mechanics Bank - Trust Department's D Position: Q2 2026 in Review

Mechanics Bank - Trust Department held its Dominion Energy (D) position steady in Q2 2026 at 4,885 shares worth $334K. The position accounts for 0.04% of the portfolio, ranked #178.

Mechanics Bank - Trust Department first reported a position in D in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.21M in Q1 2014. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

Mechanics Bank - Trust Department held 4,885 shares of Dominion Energy worth $334K as of Q2 2026.
Mechanics Bank - Trust Department left its Dominion Energy share count unchanged in Q2 2026.
Dominion Energy made up 0.04% of Mechanics Bank - Trust Department's portfolio in Q2 2026, its #178 holding.
Mechanics Bank - Trust Department first reported a position in Dominion Energy in Q2 2013 and has held it in 53 quarters since.
Mechanics Bank - Trust Department's Dominion Energy position peaked at $3.21M in Q1 2014.
1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Mechanics Bank - Trust Department's 13F filing for Q2 2026, filed 7 Jul 2026.