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Midwest Trust’s Dominion Energy D Stock Holding History

Midwest Trust’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 		$2.28M Sell
33,395
-2,294
-6% -$149K 0.03% 290
2026
Q1 		$2.21M Sell
35,689
-694
-2% -$42.9K 0.03% 280
2025
Q4 		$2.13M Sell
36,383
-1,529
-4% -$92.1K 0.03% 278
2025
Q3 		$2.32M Sell
37,912
-4,280
-10% -$254K 0.03% 271
2025
Q2 		$2.38M Buy
+42,192
New +$2.31M 0.03% 268

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

Midwest Trust's D Position: Q2 2026 in Review

Midwest Trust reduced its Dominion Energy (D) stake by 6.4% in Q2 2026, selling an estimated $149K and leaving 33,395 shares worth $2.28M. The position accounts for 0.03% of the portfolio, ranked #290.

Midwest Trust first reported a position in D in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.38M in Q2 2025. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Midwest Trust held 33,395 shares of Dominion Energy worth $2.28M as of Q2 2026.
  • Midwest Trust sold 2,294 Dominion Energy shares in Q2 2026, an estimated $149K.
  • Dominion Energy made up 0.03% of Midwest Trust's portfolio in Q2 2026, its #290 holding.
  • Midwest Trust first reported a position in Dominion Energy in Q2 2025 and has held it in 5 quarters since.
  • Midwest Trust's Dominion Energy position peaked at $2.38M in Q2 2025.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.