MidAtlantic Capital Management’s Dominion Energy D Stock Holding History

MidAtlantic Capital 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	$245K	Buy	3,585 +7	+0.2%	+$455	0.15%	80
2026 Q1	$221K	Buy	3,578 +1,167	+48%	+$72.1K	0.15%	83
2025 Q4	$141K	Buy	+2,411	New	+$145K	0.09%	103
2025 Q1	–	Sell	-2,863	Closed	-$154K	–	113
2024 Q4	$154K	Sell	2,863 -1,332	-32%	-$76K	0.11%	88
2024 Q3	$242K	Hold	4,195	–	–	0.18%	77
2024 Q2	$206K	Sell	4,195 -464	-10%	-$23.6K	0.17%	77
2024 Q1	$229K	Sell	4,659 -1,441	-24%	-$67.3K	0.2%	72
2023 Q4	$287K	Buy	+6,100	New	+$272K	0.28%	67

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

MidAtlantic Capital Management's D Position: Q2 2026 in Review

MidAtlantic Capital Management increased its Dominion Energy (D) stake by 0.2% in Q2 2026, buying an estimated $455 and bringing the position to 3,585 shares worth $245K. The position accounts for 0.15% of the portfolio, ranked #80.

MidAtlantic Capital Management first reported a position in D in Q4 2023 and has held it in 8 quarters since. The position peaked at $287K in Q4 2023. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

MidAtlantic Capital Management held 3,585 shares of Dominion Energy worth $245K as of Q2 2026.
MidAtlantic Capital Management bought 7 Dominion Energy shares in Q2 2026, an estimated $455.
Dominion Energy made up 0.15% of MidAtlantic Capital Management's portfolio in Q2 2026, its #80 holding.
MidAtlantic Capital Management first reported a position in Dominion Energy in Q4 2023 and has held it in 8 quarters since.
MidAtlantic Capital Management's Dominion Energy position peaked at $287K in Q4 2023.
1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on MidAtlantic Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.