Meridian Wealth Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.26M | Buy |
20,392
+2,152
| +12% | +$133K | 0.04% | 317 |
|
|
2025
Q4 | $1.07M | Buy |
18,240
+5,940
| +48% | +$358K | 0.04% | 337 |
|
|
2025
Q3 | $752K | Sell |
12,300
-409
| -3% | -$24.3K | 0.03% | 388 |
|
|
2025
Q2 | $718K | Buy |
12,709
+33
| +0.3% | +$1.81K | 0.03% | 371 |
|
|
2025
Q1 | $711K | Buy |
12,676
+816
| +7% | +$44.9K | 0.03% | 348 |
|
|
2024
Q4 | $639K | Buy |
11,860
+5,687
| +92% | +$324K | 0.03% | 370 |
|
|
2024
Q3 | $357K | Buy |
6,173
+784
| +15% | +$42.8K | 0.02% | 486 |
|
|
2024
Q2 | $264K | Buy |
+5,389
| New | +$275K | 0.03% | 250 |
|
|
2024
Q1 | – | Sell |
-9,749
| Closed | -$458K | – | 259 |
|
|
2023
Q4 | $458K | Sell |
9,749
-987
| -9% | -$44.1K | 0.03% | 403 |
|
|
2023
Q3 | $480K | Sell |
10,736
-112
| -1% | -$5.56K | 0.03% | 374 |
|
|
2023
Q2 | $562K | Sell |
10,848
-997
| -8% | -$54.2K | 0.05% | 303 |
|
|
2023
Q1 | $662K | Sell |
11,845
-302
| -2% | -$17.7K | 0.06% | 274 |
|
|
2022
Q4 | $745K | Sell |
12,147
-1,373
| -10% | -$86.2K | 0.07% | 241 |
|
|
2022
Q3 | $934K | Sell |
13,520
-748
| -5% | -$60.4K | 0.1% | 196 |
|
|
2022
Q2 | $1.14M | Buy |
14,268
+1,027
| +8% | +$84.8K | 0.09% | 229 |
|
|
2022
Q1 | $1.13M | Sell |
13,241
-1,365
| -9% | -$110K | 0.12% | 144 |
|
|
2021
Q4 | $1.15M | Buy |
14,606
+485
| +3% | +$36.5K | 0.12% | 143 |
|
|
2021
Q3 | $1.03M | Buy |
14,121
+1,442
| +11% | +$110K | 0.13% | 147 |
|
|
2021
Q2 | $933K | Buy |
12,679
+22
| +0.2% | +$1.7K | 0.12% | 150 |
|
|
2021
Q1 | $961K | Sell |
12,657
-517
| -4% | -$37.6K | 0.14% | 144 |
|
|
2020
Q4 | $990K | Buy |
13,174
+897
| +7% | +$71.3K | 0.16% | 118 |
|
|
2020
Q3 | $968K | Buy |
12,277
+3,039
| +33% | +$239K | 0.24% | 87 |
|
|
2020
Q2 | $749K | Sell |
9,238
-1,273
| -12% | -$102K | 0.25% | 87 |
|
|
2020
Q1 | $758K | Buy |
10,511
+116
| +1% | +$9.47K | 0.34% | 64 |
|
|
2019
Q4 | $860K | Sell |
10,395
-44
| -0.4% | -$3.6K | 0.41% | 47 |
|
|
2019
Q3 | $846K | Buy |
10,439
+281
| +3% | +$21.7K | 0.4% | 47 |
|
|
2019
Q2 | $7.85K | Buy |
10,158
+457
| +5% | +$34.8K | 0.32% | 52 |
|
|
2019
Q1 | $744K | Buy |
9,701
+427
| +5% | +$31.2K | 0.34% | 60 |
|
|
2018
Q4 | $663K | Buy |
9,274
+5
| +0.1% | +$365 | 0.39% | 52 |
|
|
2018
Q3 | $651K | Buy |
9,269
+39
| +0.4% | +$2.76K | 0.28% | 62 |
|
|
2018
Q2 | $629K | Sell |
9,230
-75
| -0.8% | -$4.88K | 0.3% | 64 |
|
|
2018
Q1 | $627K | Buy |
9,305
+200
| +2% | +$14.8K | 0.31% | 65 |
|
|
2017
Q4 | $700K | Hold |
9,105
| – | – | 0.43% | 53 |
|
|
2017
Q3 | $700K | Sell |
9,105
-430
| -5% | -$33.4K | 0.44% | 51 |
|
|
2017
Q2 | $731K | Sell |
9,535
-54
| -0.6% | -$4.25K | 0.46% | 46 |
|
|
2017
Q1 | $744K | Buy |
+9,589
| New | +$725K | 0.45% | 52 |
|
Other funds holding D
VCM
VPM
Meridian Wealth Management's D Position: Q1 2026 in Review
Meridian Wealth Management increased its Dominion Energy (D) stake by 12% in Q1 2026, buying an estimated $133K and bringing the position to 20,392 shares worth $1.26M. The position accounts for 0.04% of the portfolio, ranked #317.
Meridian Wealth Management first reported a position in D in Q1 2017 and has held it in 36 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.
- Meridian Wealth Management held 20,392 shares of Dominion Energy worth $1.26M as of Q1 2026.
- Meridian Wealth Management bought 2,152 Dominion Energy shares in Q1 2026, an estimated $133K.
- Dominion Energy made up 0.04% of Meridian Wealth Management's portfolio in Q1 2026, its #317 holding.
- Meridian Wealth Management first reported a position in Dominion Energy in Q1 2017 and has held it in 36 quarters since.
- 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.
Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.