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Meridian Financial Partners’s Dominion Energy D Stock Holding History

Meridian Financial Partners’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 		$1M Buy
14,158
+449
+3% +$29.2K 0.34% 56
2026
Q1 		$859K Sell
13,709
-212
-2% -$13.1K 0.33% 63
2025
Q4 		$848K Sell
13,921
-215
-2% -$13K 0.34% 56
2025
Q3 		$856K Buy
14,136
+2
+0% +$119 0.36% 57
2025
Q2 		$799K Hold
14,134
– – 0.38% 56
2025
Q1 		$792K Buy
14,134
+164
+1% +$9.02K 0.4% 54
2024
Q4 		$752K Buy
13,970
+219
+2% +$12.5K 0.4% 52
2024
Q3 		$795K Sell
13,751
-66
-0.5% -$3.61K 0.4% 57
2024
Q2 		$713K Sell
13,817
-103
-0.7% -$5.25K 0.42% 52
2024
Q1 		$652K Buy
13,920
+71
+0.5% +$3.32K 0.84% 28
2023
Q4 		$630K Hold
13,849
– – 0.65% 34
2023
Q3 		$563K Sell
13,849
-269
-2% -$13.4K 0.58% 37
2023
Q2 		$750K Buy
14,118
+196
+1% +$10.7K 0.45% 51
2023
Q1 		$799K Buy
13,922
+132
+1% +$7.72K 0.91% 25
2022
Q4 		$855K Buy
13,790
+235
+2% +$14.8K 0.96% 25
2022
Q3 		$872K Sell
13,555
-509
-4% -$41.1K 1.24% 21
2022
Q2 		$1.11M Buy
14,064
+583
+4% +$48.1K 0.76% 34
2022
Q1 		$1.15M Sell
13,481
-969
-7% -$77.8K 1.71% 18
2021
Q4 		$1.14M Sell
14,450
-1,413
-9% -$106K 0.77% 32
2021
Q3 		$1.16M Hold
15,863
– – 0.78% 27
2021
Q2 		$1.2M Buy
15,863
+3,977
+33% +$307K 0.82% 26
2021
Q1 		$952K Buy
11,886
+20
+0.2% +$1.45K 0.72% 31
2020
Q4 		$849K Hold
11,866
– – 0.66% 31
2020
Q3 		$970K Buy
11,866
+151
+1% +$11.9K 0.82% 24
2020
Q2 		$866K Buy
11,715
+4,235
+57% +$340K 0.78% 23
2020
Q1 		$610K Buy
7,480
+42
+0.6% +$3.43K 0.66% 24
2019
Q4 		$608K Buy
7,438
+126
+2% +$10.3K 0.61% 30
2019
Q3 		$585K Buy
7,312
+1,412
+24% +$109K 0.66% 27
2019
Q2 		$460K Hold
5,900
– – 0.51% 36
2019
Q1 		$444K Hold
5,900
– – 0.5% 36
2018
Q4 		$422K Buy
+5,900
New +$431K 0.57% 32

Other funds holding D

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Meridian Financial Partners's D Position: Q2 2026 in Review

Meridian Financial Partners increased its Dominion Energy (D) stake by 3.3% in Q2 2026, buying an estimated $29.2K and bringing the position to 14,158 shares worth $1M. The position accounts for 0.34% of the portfolio, ranked #56.

Meridian Financial Partners first reported a position in D in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.2M in Q2 2021. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Meridian Financial Partners held 14,158 shares of Dominion Energy worth $1M as of Q2 2026.
  • Meridian Financial Partners bought 449 Dominion Energy shares in Q2 2026, an estimated $29.2K.
  • Dominion Energy made up 0.34% of Meridian Financial Partners's portfolio in Q2 2026, its #56 holding.
  • Meridian Financial Partners first reported a position in Dominion Energy in Q4 2018 and has held it in 31 quarters since.
  • Meridian Financial Partners's Dominion Energy position peaked at $1.2M in Q2 2021.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Meridian Financial Partners's 13F filing for Q2 2026, filed 24 Jul 2026.