MFG
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Merit Financial Group’s Dominion Energy D Stock Holding History

Merit Financial Group’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 		$5.83M Buy
85,331
+51,001
+149% +$3.32M 0.04% 387
2026
Q1 		$2.12M Buy
34,330
+4,704
+16% +$291K 0.02% 655
2025
Q4 		$1.74M Buy
29,626
+608
+2% +$36.6K 0.01% 702
2025
Q3 		$1.78M Buy
29,018
+9,049
+45% +$538K 0.02% 627
2025
Q2 		$1.13M Buy
19,969
+4,540
+29% +$249K 0.01% 736
2025
Q1 		$865K Buy
15,429
+3,213
+26% +$177K 0.01% 707
2024
Q4 		$658K Buy
12,216
+2,175
+22% +$124K 0.01% 626
2024
Q3 		$580K Buy
10,041
+2,401
+31% +$131K 0.01% 530
2024
Q2 		$374K Sell
7,640
-1,610
-17% -$82K 0.01% 651
2024
Q1 		$475K Sell
9,250
-4,217
-31% -$197K 0.01% 575
2023
Q4 		$633K Buy
13,467
+1,146
+9% +$51.2K 0.02% 432
2023
Q3 		$550K Sell
12,321
-880
-7% -$43.7K 0.02% 437
2023
Q2 		$684K Buy
13,201
+4,536
+52% +$247K 0.02% 399
2023
Q1 		$484K Sell
8,665
-393
-4% -$23K 0.02% 406
2022
Q4 		$555K Buy
9,058
+4,622
+104% +$290K 0.02% 395
2022
Q3 		$307K Sell
4,436
-4,166
-48% -$336K 0.01% 432
2022
Q2 		$687K Buy
8,602
+3,672
+74% +$303K 0.02% 305
2022
Q1 		$419K Buy
+4,930
New +$396K 0.03% 259

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

Merit Financial Group's D Position: Q2 2026 in Review

Merit Financial Group increased its Dominion Energy (D) stake by 149% in Q2 2026, buying an estimated $3.32M and bringing the position to 85,331 shares worth $5.83M. The position accounts for 0.04% of the portfolio, ranked #387.

Merit Financial Group first reported a position in D in Q1 2022 and has held it in 18 quarters since. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Merit Financial Group held 85,331 shares of Dominion Energy worth $5.83M as of Q2 2026.
  • Merit Financial Group bought 51,001 Dominion Energy shares in Q2 2026, an estimated $3.32M.
  • Dominion Energy made up 0.04% of Merit Financial Group's portfolio in Q2 2026, its #387 holding.
  • Merit Financial Group first reported a position in Dominion Energy in Q1 2022 and has held it in 18 quarters since.
  • 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.