MWM
D icon

MFG Wealth Management’s Dominion Energy D Stock Holding History

MFG 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
Q2 		– Sell
-48,202
Closed -$2.98M – 65
2026
Q1 		$2.98M Sell
48,202
-869
-2% -$53.7K 2.47% 8
2025
Q4 		$2.88M Sell
49,071
-31
-0.1% -$1.87K 2.24% 15
2025
Q3 		$3M Buy
49,102
+53
+0.1% +$3.15K 2.27% 10
2025
Q2 		$2.77M Buy
49,049
+140
+0.3% +$7.67K 2.34% 17
2025
Q1 		$2.74M Buy
48,909
+18,365
+60% +$1.01M 2.62% 8
2024
Q4 		$1.65M Buy
+30,544
New +$1.74M 1.51% 35

Other funds holding D

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

MFG Wealth Management's D Position: Q2 2026 in Review

MFG Wealth Management sold out of Dominion Energy (D) in Q2 2026, closing a stake of 48,202 shares — an estimated $2.98M sold.

MFG Wealth Management first reported a position in D in Q4 2024 and held it in 6 quarters. The position peaked at $3M in Q3 2025. 307 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • MFG Wealth Management reported no remaining Dominion Energy position as of Q2 2026 after selling out during the quarter.
  • MFG Wealth Management sold 48,202 Dominion Energy shares in Q2 2026, an estimated $2.98M.
  • MFG Wealth Management first reported a position in Dominion Energy in Q4 2024 and held it in 6 quarters.
  • MFG Wealth Management's Dominion Energy position peaked at $3M in Q3 2025.
  • 307 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on MFG Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.