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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Midwest Trust's D Position: Q1 2026 in Review

Midwest Trust reduced its Dominion Energy (D) stake by 1.9% in Q1 2026, selling an estimated $42.9K and leaving 35,689 shares worth $2.21M. The position accounts for 0.03% of the portfolio, ranked #280.

Midwest Trust first reported a position in D in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.38M in Q2 2025. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Midwest Trust held 35,689 shares of Dominion Energy worth $2.21M as of Q1 2026.
  • Midwest Trust sold 694 Dominion Energy shares in Q1 2026, an estimated $42.9K.
  • Dominion Energy made up 0.03% of Midwest Trust's portfolio in Q1 2026, its #280 holding.
  • Midwest Trust first reported a position in Dominion Energy in Q2 2025 and has held it in 4 quarters since.
  • Midwest Trust's Dominion Energy position peaked at $2.38M in Q2 2025.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.